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
Insight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises GuidanceOur 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 August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Insight Report | August 30, 2021 Premium US Apparel Subscription E-Commerce: Market Growth, Key Models and Profit-Boosting Strategies for Brands and RetailersThe US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020. We discuss our market outlook, competitive landscape, subscription models and strategies for apparel subscription businesses to improve profitability. 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 | 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
Insight Report | June 24, 2021 Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year BasisOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis. Read More
Store Tracker | June 2, 2021 Premium US Store Tracker Extra, May 2021: 18 Million Square Feet of Net Retail Space To Open in 2021 Despite Closures Outpacing OpeningsThe 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 28, 2021, versus the comparable period in 2020. Read More
Insight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Market Outlook | May 25, 2021 Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer). Read More
Store Tracker | May 5, 2021 Premium US Store Tracker Extra, April 2021: Openings To Result in 50 Million Square Feet of New Retail Space This YearThe 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 April 30, 2021, versus the comparable period in 2020. Read More
Insight Report | April 23, 2021 Premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain. Read More
Store Tracker | April 9, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK. Read More
Insight Report | April 7, 2021 Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Deep Dive | March 25, 2021 Premium Playbook: Alternative Models in RetailThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
