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New Retail Models in the Global Beauty Market

As part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global beauty market, including Sephora and Ulta Beauty. We discuss how brands are leveraging technologies to improve the shopping experience, implementing save-a-sale programs and embracing cross-channel retail to drive shopper engagement.

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Rental, Subscription and Resale: How Companies Are Tapping Demand

Under pressure from subscription and rental services, mainstream retailers are launching rental services of their own and teaming up with digital natives. We’re seeing brick-and-mortar retailers strike collaboration deals with online subscription services, launch their own services—and be acquired as digital natives look for physical space.

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.