March 23, 2021 Insight Report Premium Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma.
March 17, 2021 Insight Report Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward.
March 10, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure.
February 26, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 8: Sleep Number To Open 40–50 New StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fry’s Electronics, Havertys Furniture, Sleep Number, The Giant Company, The RealReal and Ulta Beauty in the US.
January 14, 2021 Market Navigators/Market Outlook Premium E-Commerce Outlook: US Apparel and Footwear—Growth Prospects for 2021 and BeyondIn the first report in our E-Commerce Outlook series, we discuss the trends and major drivers in US apparel and footwear online shopping. We also discuss the competitive landscape in the US apparel and footwear sector, as well as market innovators and key themes to watch for the year ahead.
January 12, 2021 Insight Report Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.
January 7, 2021 Insight Report Premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized LevelsCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.
December 23, 2020 Deep Dive Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.
December 10, 2020 Insight Report Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November.
November 25, 2020 Market Navigators/Market Outlook Premium The US Athleisure Market: Analyzing Opportunities and StrategiesIn this report, we discuss the US athleisure market, identifying key growth drivers and trends in this segment of the apparel industry. In addition, we examine what retailers and brands are doing to better serve demand for sports apparel and footwear that can be worn for both sports and casual purposes.
November 12, 2020 Insight Report Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.
November 10, 2020 Insight Report Premium The 12 Weeks of Holidays: #7: Outlook for the US Apparel and Footwear SectorApparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, digital sales growth, the winning trends in apparel and insights into how select retailers are preparing for the holidays.
October 26, 2020 Flash Report Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.
October 21, 2020 Market Navigators/Market Outlook Premium Market Outlook: US Beauty Industry—The Path to Recovery Is Being Led by Digital BusinessIn this Market Outlook, we explore the recovery of the US beauty industry in a coronavirus-impacted retail environment. We analyze data on the sector’s size and present our estimates for growth in 2020 and 2021. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in beauty. This report also discusses a number of key themes in the market—including shifting demand in skin care and makeup categories, opportunities for eye makeup and the adoption of touchless retail.
October 13, 2020 Market Navigators/Market Outlook Premium US Apparel Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic.
