Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Deep Dive | November 14, 2022 Premium What Is Clean Beauty? Deciphering the Elusive CategoryWe explore clean beauty, including its history and current landscape, what will come next for the category and how it aligns with the Coresight Research RESET framework. Read More
Event Coverage | November 9, 2022 Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term GrowthAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives. Read More
Insight Report | November 1, 2022 Premium Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce BackOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others. Read More
Insight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | August 10, 2022 Register for Free Access Beauty and Fragrance as an Entry Point to LuxuryLuxury brands fulfill consumers’ demand for superior products that provide a sense of culture and status. We explore why beauty and fragrance are natural entry points for fashion brands seeking to elevate themselves to luxury positioning. Read More
Insight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others. Read More
Deep Dive | July 25, 2022 Premium Playbook: Beauty in the Metaverse—Four Strategies for Success in the Virtual WorldIn this Playbook, we outline four key ways in which beauty brands and retailers can begin participating in the metaverse. Read More
Deep Dive | July 20, 2022 Premium 10 Trends in Global BeautyConsumer expectations around beauty products and brands continue to evolve, and the sector must keep pace to capitalize on new opportunities. We present 10 trends that are impacting the global beauty market and identify strategies for beauty brands and retailers to best capitalize on momentum in each area. Read More
Deep Dive | July 12, 2022 Premium E-Commerce Outlook: US Beauty—Skincare To Lead Online GrowthAn increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond. Read More
Market Outlook | July 1, 2022 Premium Market Outlook: Europe Luxury Sees Bounceback SustainedIn this Market Outlook, we examine the scale, composition and trajectory of the personal luxury goods market in Europe, discuss the factors driving its growth and cover market themes we are watching. This is part of a series of three Market Outlooks on regional luxury goods markets, which also includes reports on the US and Asia. Read More
Market Outlook | June 30, 2022 Premium Market Outlook: Asia Luxury Market To Drive Global Luxury GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the personal luxury market in Asia, discuss the factors driving its growth and cover market themes we are watching. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
