Deep Dive | June 5, 2023 Premium Luxury Clothing and Footwear Sector To Gain Share of the Total US Apparel Market in 2023 and BeyondWe examine the US luxury clothing and footwear sector and its position in the total apparel market. We present proprietary estimates for the sector’s size and growth trajectory, and discuss market factors, the competitive landscape, key themes and more. Read More
Store Tracker | June 2, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 22: B&M Drives UK OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Genesco and B&M, among others. Read More
Insight Report | May 31, 2023 Premium BEST at Retail: Brand Building—Storytelling Drives In-Person Store VisitsIn the first report of our new BEST at Retail series, we explore the actions that companies can take to build stronger brands—under the first component of our BEST framework for retail excellence. We also examine how three iconic brands maximize brand building in their stores, offering insights from recent in-store visits. Read More
Insight Report | May 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Deep Dive | March 22, 2023 Premium US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand FadesWe explore how dresswear, smart-casual and occasion-based apparel in the US will fare after a year of strong demand revival. We present category growth projections, insights into market factors, proprietary survey findings on consumer spending, and more. Read More
Insight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Capri Holdings, Coty, CVS Health and more. Read More
Insight Report | February 1, 2023 Premium Pet Apparel and Accessories: A Niche Market with Strong Growth PotentialWe discuss the global pet apparel and accessories market, covering headwinds, tailwinds, the competitive landscape and themes to watch. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Insight Report | December 19, 2022 Premium Mixed-Use Real Estate—London’s Battersea Power Station Renewed with Retail RelevanceMembers of the Coresight Research team visited Battersea Power Station, a historic, decommissioned power station that recently reopened as a mixed-use center. We review the amenities available at Battersea Power Station and the destination’s retail potential. Read More
Insight Report | December 8, 2022 Premium Retail Around the World: Coresight Research Observations, November 2022Coresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. Read More
Insight Report | November 28, 2022 Premium Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
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
Company Profile | November 11, 2022 Premium Ralph Lauren Corporation (NYSE: RL) Company ProfileRalph Lauren is a US-based brand owner of accessories, apparel and footwear. Headquartered in New York City, the company operates in Canada, China, Japan, South Korea, the UK, the US and 25 other countries. Read More
Store Tracker | October 5, 2022 Premium US Store Tracker Extra, September 2022: Dollar General Openings Drives Total New Retail Space to 75 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of September 30, 2022, versus the comparable period in 2021. Read More