December 14, 2021 Deep Dive Databank Members US Consumer Tracker: In-Store Shopping Bounces in the Holiday HomestretchAs we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
December 14, 2021 Insight Report Premium November 2021 Leading Indicators of US Retail Sales: Record-High Inflation Keeps Consumer Confidence LowIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end November 2021, covering income, savings, the job market and housing.
December 13, 2021 Deep Dive Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail.
December 13, 2021 Insight Report Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally.
December 13, 2021 Insight Report Premium The 12 Weeks of Holidays: #11—UK Retail UpdateAs part of our The 12 Weeks of Holidays 2021 series, we look at UK retail performance and trends so far this season and offer an outlook for the remainder of the holiday peak.
December 12, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Open Letter to Department Stores—Don‘t Give in Lightly to Pressure To Spin Off Your E-Commerce BusinessesThis week’s note “From the Desk of Deborah Weinswig” discusses activist investors’ interest in department store e-commerce businesses.
December 10, 2021 Deep Dive Premium Retail Innovators: India E-Commerce—Platforms and Tech EnablersAs part of our Retail Innovators series, we discuss six online platforms and tech enablers that are disrupting India’s e-commerce market—namely, Boonbox, Bulbul, Increff, Jumbotail, Meesho and Pocket Aces.
December 10, 2021 Deep Dive Premium The Indian Startup Ecosystem: Scaling New Heights and Attracting Investor InterestWe discuss the thriving startup ecosystem in India, covering key growth drivers and notable startups and unicorns. We also detail selected government initiatives that are supporting entrepreneurs and new businesses, and incubators and accelerators that are creating development opportunities for startups in India.
December 10, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.
December 9, 2021 Deep Dive Premium The US Footwear Market: Analyzing Trends and OpportunitiesConsumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment.
December 9, 2021 Deep Dive Premium Health and Wellness in CPG: Trends To WatchConsumer packaged goods (CPG) companies are positioning themselves and their brands to appeal to an increasing consumer focus on wellness and healthy lifestyles. We discuss four key health and wellness trends in the CPG industry.
December 8, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends.
December 8, 2021 Deep Dive Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.
December 7, 2021 Insight Report Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.
December 7, 2021 Deep Dive Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022.
