October 7, 2022 Event Coverage Premium The Beauty Health Company Investor Day 2022: Five-Point Master Plan To Double Sales by 2025On September 15, 2022, The Beauty Health Company (SKIN) hosted its inaugural Investor Day in New York City, New York. We present key insights from the event, including the company’s current financials and its plan for the next three years.
October 7, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 40: Nearly 5,000 US Store Openings Announced Year to DateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bed Bath & Beyond, Dunham’s Sports and Hermès in the US, among others, and The Food Warehouse, Frasers Group and HMV, among others, in the UK.
October 7, 2022 Insight Report Premium 1H22 US Off-Price Retail Insights: Outlook Clouded by Inflation Impacts and Retail’s Inventory OverloadWe assess the performance of US off-price retailers in the second quarter of fiscal year 2022 highlighting Burlington, Ross and The TJX Companies. We present trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management.
October 7, 2022 Insight Report Premium 2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across RetailersWe examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.
October 7, 2022 Insight Report Free Report 10 Things To Know About the 2022 10.10 Shopping Festival: Special Deals Help Shoppers Weather Inflation PressureThe 10.10 Shopping Festival will take place on October 10, 2022. We present 10 things to know about the festival, including the participating retailers, charity partners and industry innovator partners.
October 6, 2022 Insight Report Premium RetailTech: Collaboration Tools for Retailers—Increasing Workplace ProductivityWe explore how workplace productivity tools, or collaboration tools, such as Microsoft Teams, Salesforce’s Slack and Zoom, are expanding their applications following the pandemic-led boom in adoption, highlighting the benefits to retail companies.
October 6, 2022 Deep Dive Premium Alcohol, Tobacco and Marijuana: How Are Vice Categories Faring Following Their Pandemic-Led Boom?We analyze the “vice” categories of alcohol, tobacco/cigarettes and recreational marijuana in the US. We detail how these categories are faring in the current environment now that the day-to-day pressure of the pandemic has eased.
October 6, 2022 Deep Dive Premium September 2022 US Housing Market Indicators: New Residential Construction Slows Amid Declining Sales and Rising Inventory We examine nine indicators to assess the health of the US housing market. The most recent data show declining sales, rising inventories and slowing construction.
October 5, 2022 Store Tracker Databank Members 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.
October 4, 2022 Deep Dive Premium US Subscription E-Commerce—Unboxing the $15 Billion MarketFollowing strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market.
October 4, 2022 Deep Dive Premium 10 Trends in US Furniture and Home-Furnishings RetailingWe analyze 10 trends in US furniture and home-furnishings retailing, ranging from strengthening brick-and-mortar strategies to using customer data for predictive analytics and personalization. We offer insights for companies seeking to capitalize on ongoing changes in the market.
October 4, 2022 Insight Report Databank Members US Consumer Tracker: Avoidance Steadies as Fall BeginsAs fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.
October 3, 2022 Insight Report Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.
October 3, 2022 Insight Report Premium September 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.
October 3, 2022 Deep Dive Premium Head-to-Head in Luxury: Capri Holdings vs. TapestryCapri Holdings and Tapestry are two of the largest luxury groups in the US. As part of Coresight Research’s Head-to-Head series, we provide insights into key elements of the two businesses, covering revenue growth and segmentation, as well as the companies’ digital, product and sustainability strategies.
