Insight Report | February 23, 2022 Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur 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 20, 2022: Crocs, Under Armour and Walmart. Read More
Store Tracker | February 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 7: US Openings Up 5% 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 Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. 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 | November 9, 2021 Premium Earnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow RecoveryOverall, apparel and footwear brand owners witnessed substantial recovery, while Capri Holdings reported a slow recovery. Read Coresight Research’s weekly Earnings Insights reports for highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. 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
Store Tracker | September 1, 2021 Premium US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021The 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 August 27, 2021, versus the comparable period in 2020. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Deep Dive | August 2, 2021 Premium Inclusive Corporate Strategies in US RetailCompanies are focusing on their corporate strategies to improve diversity through internal teams, products and the supply chain. We explore inclusivity in corporate structures and policies, with examples of recent initiatives by brands and retailers operating in the US. Read More
Deep Dive | July 21, 2021 Premium Amazon Apparel Consumer Survey 2021: Amazon Outperforms in a Tough Year for US Clothing and FootwearAs US retail continues to recover from the Covid-19 pandemic—which hit the apparel sector particularly hard—we explore 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 fourth annual Amazon apparel survey report. 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 14, 2021 Premium Playbook: Inclusivity in RetailInclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations. 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
Event Coverage | July 5, 2021 Register for Free Access NRF Retail Converge 2021: Five Supply Chain Trends To WatchCoresight Research hosted an online discussion on supply chains at NRF Retail Converge, a new digital event from the National Retail Federation. We present five key insights from the event, covering reverse logistics, inventory management, dark stores and more. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More