August 11, 2021 Deep Dive Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.
August 10, 2021 Insight Report Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise 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 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.
August 9, 2021 Innovator Profile Premium Innovator Profile: Quidol’s Dual Solution Caters for Self-Broadcasting and Corporate Live SellingAs part of our Innovator Profile series, we profile Quidol, an interactive livestreaming company that provides e-merchants with tailored live shopping technology and supporting services. This free report is sponsored by Quidol.
August 9, 2021 Insight Report Register for Free Access US CPG Sales Tracker: Online CPG Growth Accelerates, Driven by Nonfood CategoriesThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights into the four weeks ended July 11, 2021.
August 9, 2021 Insight Report Premium India Retail Insights: Digitally Native Vertical Beauty Brands Set for Next-Level Growth Through Increased FundingIn recent years, there has been a surge in digitally native vertical brands (DNVBs) in India’s beauty segment. In this India Retail Insights report, we discuss the growing market and explore how three such companies are planning for rapid, large-scale expansion through investments—namely, MyGlamm, Nykaa and Purplle.
August 8, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Square Buys Now, Pays $29 Billion Later for AfterpayThis week’s note “From the Desk of Deborah Weinswig” discusses developments in the buy now, pay later industry.
August 6, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 31: US Store Openings Up 48% 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 Farm Stores, Presidente Supermarkets and Rolex in the US and Disney, Frasers Group and The Range in the UK.
August 6, 2021 Insight Report Premium US Department Store Insights: Assessing Recoveries and OutlooksAhead of second-quarter earnings, we review metrics on US department stores’ recoveries so far. We focus on the three leading chains—Kohl’s, Macy’s and Nordstrom. We discuss trends in comparable sales, revenue, digital sales, trending categories and areas of note by management. We also summarize the three department stores’ outlook for fiscal 2021.
August 5, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US RecoveryIn Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market.
August 5, 2021 Deep Dive Premium Retail-Tech Landscape: Digital MarketingAmid the consumer shift to e-commerce, brands and retailers are looking to bring their brands and products closer to shoppers digitally, through social commerce, digital marketplaces and other online platforms. This Retail-Tech Landscape comprises selected startups globally that can help retailers execute their digital marketing strategies and achieve greater visibility online.
August 5, 2021 Innovator Profile Premium Innovator Profile: Livescale Enables Seamless Live Shopping ExperiencesAs part of our Innovator Profile series, we profile Livescale, a platform that provides e-commerce infrastructure for brands and retailers to host seamless and engaging live shopping experiences. This report is sponsored by Livescale.
August 4, 2021 Deep Dive Premium Think Tank: China—The Vanguard in Luxury ConsumptionChinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.
August 4, 2021 Store Tracker Databank Members US Store Tracker Extra, July 2021: Major US Retailers To Open 61 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 July 30, 2021, versus the comparable period in 2020.
August 4, 2021 Insight Report Premium Insights from Amazon’s India Prime Day 2021: A Road to Redemption for Small-Scale Physical RetailersAmazon India held its fifth annual Prime Day shopping festival on July 26–27, 2021. We present insights from the event, covering Amazon’s preparations for the event, sales results and notable deals and discounts.
August 3, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending 19% Above Pre-Crisis Levels in June 2021The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss the continuing recovery in consumer spending on apparel in June 2021 as pandemic restrictions are eased.
