Deep Dive | April 29, 2024 Premium Amazon Apparel US Consumer Survey 2024: Amazon Regains Its Spot as America’s Most-Shopped Clothing and Footwear RetailerSince 2018, we have conducted an annual survey of US consumers to shed light on their clothing and footwear shopping patterns and habits on Amazon.com. We examine our seventh annual survey’s findings in detail and provide valuable insights that draw from our comprehensive, seven-year dataset. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Insight Report | February 26, 2024 Premium Chinese New Year 2024 Review: Revealing Trends Amid Evolving Preferences—China Retail InsightsIn this report, we review the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Company Profile | February 25, 2024 Premium Tapestry, Inc. (NYSE: TPR) Company ProfileTapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries. Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Store Tracker | February 8, 2024 Databank Members US Store Tracker Extra, January 2024: CVS Drives Closures, Shuttering 4+ Million Square Feet of Retail SpaceThe US will see more than 7 million square feet of retail space close in 2024. We detail retailers’ store closure and opening announcements from January 2024, including their square-footage impact. Read More
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
Event Coverage | January 16, 2024 Premium Day Two at NRF 2024: Retail’s Big Show—Supply Chains and Sustainability Take Center StageWe present highlights from the second day of NRF 2024: Retail’s Big Show, covering the importance of supply chain transformation, sustainability practices, omnichannel experiences and workforce planning in the evolving retail landscape. Read More
Event Coverage | January 15, 2024 Premium Day One at NRF 2024: Retail’s Big Show—Building Community and Leveraging Technology Drives Retail SuccessWe present highlights from the first day of NRF 2024: Retail’s Big Show, covering community building through live commerce, data-driven customer experiences, sustainability and more. Read More
Store Tracker | January 12, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 2: Bodycare To Open 20 UK StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sprouts Farmers Market and Bodycare, among others, and summarizes openings and closures in 2023. Read More
Event Coverage | January 10, 2024 Premium A Guide to NRF 2024: Retail’s Big Show—Looking Ahead to Insights and Perspectives on Six Critical Topics in RetailWhat should you expect from NRF 2024: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from retailtainment to circular business models to talent and more. Read More
Deep Dive | January 9, 2024 Premium Retail 2024: Five Forces and Five Trends Impacting US RetailAs part of our Retail 2024 series of outlook reports, our flagship annual report outlines five forces and five retail trends that Coresight Research expects to impact US retail throughout 2024, which we believe will be a year of transition for consumers and retailers alike. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Navigators/Market Outlook | December 11, 2023 Premium US CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation EasesDiscover the prospects for CPG retailing in the US in 2024 (covering food and beverages, health and beauty, personal care, general merchandise and homecare), as well as themes to watch in the sector. Read More