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
Deep Dive | August 11, 2022 Premium US Apparel and Footwear Brands Adopt Hybrid Wholesale-DTC ModelsUS apparel brands are shifting to hybrid wholesale-DTC (direct-to-consumer) models. Our analysis covers 13 companies and four alternative practices, as well as strategies for implementing wholesale and DTC models. 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 4, 2022 Premium 10 Trends in Global Apparel and Footwear RetailIn our report on 10 trends in global apparel and footwear retail, we cover long-term trends such as sustainability and more nascent trends including the metaverse and innovations in apparel physical stores. Read More
Deep Dive | June 24, 2022 Premium US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion MarketWe analyze the US womenswear 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 opportunities in plus-size and adaptive 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 1, 2022 Premium US Home Fitness: Hybrid Is the FutureAlthough consumers are returning to gyms, home fitness is evolving into a hybrid model following the huge boom in purchases of fitness equipment for home use during the pandemic. We discuss the home fitness market, including apps, wearables and implications for apparel retailers. Read More
Deep Dive | June 1, 2022 Premium Amazon Apparel US Consumer Survey 2022: Amazon Dominates as Pandemic Impacts FadeWe explore Amazon’s shifting position in an apparel sector reshaped by the pandemic, revealing how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings. This is Coresight Research’s fifth annual Amazon apparel survey report. 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 Supply Chain Briefing: Lockdowns in China and Cyberattacks Rattle Supply Chains While Acquisition Activity Heats UpAs part of our Supply Chain Briefing series, we examine how the lockdowns in Shanghai, Shenzhen and other cities in China continue to disrupt the supply chain, the threat of cyberattacks in supply chains, recent logistics-related acquisitions and the potential impact of the FABRIC Act. Read More
Insight Report | May 17, 2022 Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s 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 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others. Read More
Store Tracker | May 13, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 19: Savage X Fenty Announces Physical Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble and Savage X Fenty in the US and Evans Cycles, The Food Warehouse and Hobbycraft in the UK. 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
Event Coverage | March 11, 2022 Premium Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores To Drive GrowthWe present key insights from Kohl’s virtual Investor Day on March 7, 2022, covering the retailer’s plans to drive growth through its Sephora shop-in-shop business, open smaller stores, become the active lifestyle destination for the entire family and achieve digital expansion. Read More
Market Outlook | March 2, 2022 Premium Market Outlook: US Footwear Specialists See a ResurgenceWe analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear. Read More
