Company Profile | October 7, 2022 Premium Kimberly-Clark (NYSE: KMB) Company ProfileKimberly-Clark is a US-based CPG company offering apparel, personal care products, personal hygiene products and tissue products. It operates in 34 countries, including Brazil, Canada, France, Germany, Nigeria, Thailand and the US and sells in 175 countries total. Read More
Deep Dive | September 29, 2022 Premium US Footwear Retailing: A Brand-Prominent Market Presents Opportunities in Innovative ProductsWe analyze the US footwear market, including recent and projected growth, key market factors and the competitive landscape. We also discuss three themes we are watching that brands and retailers should be aware of as they aim to better serve footwear demand. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Navigators/Market Outlook | September 13, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Fashion Spend Grows Even as Shoppers Tighten Their BeltsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, market factors, e-commerce, the competitive landscape and six key themes we are watching. Read More
Deep Dive | August 24, 2022 Premium Think Tank: Adaptive Apparel in the US—2022 Survey Results Confirm Category Growth OpportunitiesWe explore the adaptive apparel market opportunity in the US and innovations in the adaptive category over the past year. We present analysis of proprietary consumer survey findings to discuss adaptive needs and shoppers’ preferences and behaviors. Read More
Company Profile | August 23, 2022 Premium Colgate-Palmolive (NYSE: CL) Company ProfileColgate-Palmolive Company is a US-based CPG company that operates in 75 countries and sells products to over 200 countries and territories in Africa/Eurasia, Asia Pacific, Europe, Latin America and North America. Read More
Deep Dive | August 17, 2022 Premium US Outdoor Apparel and Footwear Market: Expect Solid Prospects for Brands and RetailersWe provide an outlook of the US outdoor apparel and footwear market in 2022 and beyond. We also explore key growth drivers, the competitive landscape, opportunities arising from three market themes, and notable retail innovators in the space. Read More
Deep Dive | August 17, 2022 Premium Experiential Retail in Sportswear: Driving In-Store and Online Shopper EngagementWe assess the recent rise of experiential retail and innovations in the global sportswear market—with a focus on enhancing customers’ online and in-store experience. We also analyze how retailers and brand owners are reaping benefits through these innovations. Read More
Deep Dive | August 12, 2022 Premium The C-Suite’s Evolution: Embracing Technology and Adapting to Hybrid Working in RetailThe C-suite has expanded over the past 20 years to keep pace with changes happening in industry and society; we identify 12 categories in which roles have emerged and analyze the trends behind the growth of the C-suite among Coresight 100 companies. Read More
Deep Dive | August 11, 2022 Premium US Apparel and Footwear Brands Adopt Hybrid Wholesale-DTC ModelsUS apparel brands are shifting to hybrid wholesale-DTC (direct-to-consumer) models. Our analysis covers 13 companies and four alternative practices, as well as strategies for implementing wholesale and DTC models. Read More
Insight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others. Read More
Insight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others. Read More
Store Tracker | July 29, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 30: US Store Closures Inch Toward 2,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Burberry and Carhartt, among others, in the US and Company Shop, Co-Op and Skechers, among others, in the UK. Read More
Insight Report | July 28, 2022 Premium Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts AriseWe examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold. Read More
Deep Dive | July 22, 2022 Premium Head-to-Head in China’s Sportswear Market: Anta vs. Li-NingAnta and Li-Ning are the two largest sportswear brand owners in China. In this Head-to-Head report, we compare the two companies’ revenues as well as brand positioning, sales channels and key strategies Read More
