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
Store Tracker | September 23, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 38: US Store Closures Down 55% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Giant Eagle and Michaels Stores, among others, in the US and Build-A-Bear, HMV and Next, among others, in the UK. Read More
Event Coverage | September 22, 2022 Premium Ralph Lauren Investor Day 2022: Company Targets Mid- To High-Single-Digit Revenue CAGR by Fiscal 2025The Coresight Research team attended Ralph Lauren’s Investor Day on September 19, 2022. We present insights from the event, covering the company’s financial targets and its strategy. 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 16, 2022 Premium Earnings Insights 2Q22, Week 3: Capri and Ralph Lauren Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Capri Holdings, Hanesbrands, Qurate Retail and Ralph Lauren. Read More
Deep Dive | August 2, 2022 Premium US Fashion Rental Market Booms, Driven by Occasion WearThe US fashion rental market is booming in 2022. We analyze the market with proprietary market sizing, market segmentation and consumer survey data. We cover the market’s growth, business models and major players, as well as opportunities for US brands and retailers. 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
Infographic | June 24, 2022 Register for Free Access US Menswear and Womenswear—Market Sizes and Key Trends: InfographicWe analyze the US menswear and womenswear markets, covering their size, key trends, and popular categories and brands. We present our key findings in this free infographic. Read More
Deep Dive | June 23, 2022 Premium US Menswear Retailing: A Fragmented Market with Opportunities in Occasion Wear and Inclusive ApparelWe analyze the US menswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunity in plus-size apparel. 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 13, 2022 Premium Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and IdentitiesWe analyze opportunities for the fashion industry in the metaverse, covering product sales, marketing and brand building. While the metaverse is still in its infancy, half of the fashion brands and retailers in the Coresight 100 have entered the space. Read More
Store Tracker | June 1, 2022 Premium US Store Tracker Extra, May 2022: Nordstrom Pushes Total Closed Retail Space To 27 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of May 27, 2022, versus the comparable period in 2021. Read More
Insight Report | May 31, 2022 Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross 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 Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others. Read More
Store Tracker | May 27, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 21: US Store Openings Up 6% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allsup’s, L.L. Bean and Wegmans in the US and Geek Retreat, House of Fraser and Savers in the UK. Read More
