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 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
Insight Report | June 7, 2022 Premium Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ 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 29, 2022, namely Big Lots, Capri Holdings, Lululemon, PVH Corp. and RH. 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
Market Outlook | April 6, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling ModelsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching. Read More
Deep Dive | March 22, 2022 Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe 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 third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 7, 2021 Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger. Read More
Deep Dive | December 1, 2021 Premium Head-to-Head in Apparel: PVH vs. Ralph LaurenAs part of Coresight Research’s Head-to-Head series, we compare leading global apparel brand owners PVH and Ralph Lauren. We provide insights into four key elements of their businesses: revenue, business coverage, brand mix and innovation. 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
Deep Dive | September 23, 2021 Premium Five Key DTC Strategies in ApparelThe rise of the direct-to-consumer model (versus wholesale)—known as DTC—is a key trend in digital retail. In this report, we dive into five key DTC strategies that brands can use to get ahead in the apparel sector. Read More
Insight Report | September 7, 2021 Premium Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual 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 September 5, 2021—namely, American Eagle Outfitters, PVH Corp., Big Lots and Five Below. Read More
Market Outlook | August 5, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US RecoveryIn Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market. Read More
