Deep Dive | July 21, 2021 Premium Amazon Apparel Consumer Survey 2021: Amazon Outperforms in a Tough Year for US Clothing and FootwearAs US retail continues to recover from the Covid-19 pandemic—which hit the apparel sector particularly hard—we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings. This is Coresight Research’s fourth annual Amazon apparel survey report. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight 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 July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Deep Dive | July 14, 2021 Premium Playbook: Inclusivity in RetailInclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations. Read More
Deep Dive | July 8, 2021 Premium Wholesale vs. DTC: Strategies for Brands and RetailersSelling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches. Read More
Insight Report | July 8, 2021 Premium Gender-Free Products: A Growing Market OpportunityDiverse representation across gender identification is driving growth in retail categories including apparel and footwear, accessories and beauty. We discuss the emergence and evolution of the gender-free product category, highlighting opportunities for brands and retailers. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 17, 2021 Premium Five Key Insights into the Custom Apparel MarketWe see apparel customization as a key way for brands and retailers to differentiate themselves as the apparel industry bounces back from the slump in demand in 2020. In this report, we discuss five key insights into the global custom apparel market, covering clothing and footwear in customizable colors, sizes, and styles. Read More
Deep Dive | May 19, 2021 Premium Head-to-Head in CPG: P&G vs. UnileverAs part of Coresight Research’s Head-to-Head series, we compare P&G and Unilever, leading players in the global consumer packaged goods (CPG) industry. In this report, we provide insights into four key elements of their businesses, covering revenue growth and segmentation, as well as the two companies’ strategies for digital transformation and driving growth. Read More
Insight Report | April 21, 2021 Premium Is Home Fitness the Future of the US Fitness Industry?Consumers turned to at-home fitness solutions when the Covid-19 pandemic hit, as gyms were forced to close or limit capacity. We explore the growing home fitness market in the US and its prospects for the future. Read More
Deep Dive | April 12, 2021 Premium Think Tank: Textile Innovations in the Apparel and Footwear MarketIn this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Insight Report | March 23, 2021 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. Read More
Insight Report | March 17, 2021 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. Read More
Market Navigators/Market Outlook | March 10, 2021 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. Read More
Store Tracker | February 26, 2021 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. Read More