Deep Dive | June 21, 2022 Premium Head-to-Head in the Global Beauty Market: Estée Lauder vs. L’OréalEstée Lauder and L’Oréal are two of the biggest players in the global beauty market. As part of our Head-to-Head series, we compare the two beauty companies’ revenues, business strategies and operating margins. Read More
Market Outlook | May 26, 2022 Premium Video: Market Outlook—Global LuxuryCoresight Research senior analyst Swarooprani Muralidhar talks about our new research on the global luxury goods market. In this short video, we cover the luxury market’s trajectory, the impact of recent major macro factors, digitalization and the growing importance of China’s luxury consumers. Read More
Market Outlook | May 26, 2022 Premium Market Outlook: Global Luxury—Digitalization and Localization To Drive Market GrowthIn our most recent Market Outlook, we examine the scale, composition and trajectory of the global personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Market Outlook | April 27, 2022 Premium Market Outlook: US Beauty Retailing—Clean Beauty and Premiumization Drive GrowthThe US beauty market is poised for growth driven by clean beauty and premiumization. This report analyzes the market factors, online market, competitive landscape, and themes we are watching for 2022. Read More
Insight Report | March 28, 2022 Premium Inclusive Beauty: Opportunities To Reach Older ConsumersBaby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 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 | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. Read More
Deep Dive | February 1, 2022 Premium M&A in the Global Luxury Market: Four Key Areas of GrowthWe have seen a flurry of interesting acquisitions and investments in the global luxury market in recent years. We discuss selected major M&A (mergers and acquisitions) deals in 2021 and explore the key growth areas in luxury business expansion moving forward. Read More
Insight Report | November 9, 2021 Premium Inclusivity on Social Media: Digital Brand Strategies To Represent and Promote DiversityAs part of our coverage of inclusivity as a key trend in retail, we explore how brands and retailers can represent the diverse US population and communicate their commitments to diversity and inclusivity to consumers through social media. Read More
Insight Report | October 15, 2021 Premium Holiday 2021: Outlook for the US Beauty SectorWe present a holiday 2021 outlook for the US beauty sector, offering insights into consumer spending, retail sales and key trends in the sector. Read More
Deep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong ResultsWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | August 3, 2021 Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Deep Dive | July 8, 2021 Premium Wholesale vs. DTC: Strategies for Brands and RetailersSelling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches. Read More
