Company Profile | January 8, 2023 Premium Petco Health and Wellness Company (NasdaqGS: WOOF) Company ProfilePetco Health and Wellness Company is a US-based CPG that offers pet care products and services. Headquartered in San Diego, Colorado, the company operates over 1,500 locations throughout Mexico, Puerto Rico and the US. Read More
Insight Report | January 5, 2023 Premium China’s Quick Commerce Market: Competitive Landscape and Emerging Trends Point to GrowthWe examine the landscape of China’s quick commerce market, analyzing its emerging trends, drawing from a recent report from Meituan Instashopping, a large Chinese quick commerce company. Read More
Deep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Deep Dive | December 28, 2022 Premium E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in DemandThe e-commerce market for US furniture and home furnishings decelerated in 2022. We analyze the market size, factors, competitive landscape, themes we are watching and innovators. Read More
Store Tracker | December 23, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 51: US Closures Down by HalfOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble, Cotton On, Dollar General, Five Below and Victoria’s Secret, among other companies. Read More
Company Profile | December 22, 2022 Premium Lowe’s Companies, Inc. (NYSE: LOW) Company ProfileLowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US. Read More
Insight Report | December 20, 2022 Premium Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data PlatformCollecting and deploying customer data is a challenge for all retailers. We analyze how a customer data platform (CDP) can make these processes more effective, especially in the home and home-improvement sector. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Deep Dive | December 19, 2022 Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label. Read More
Insight Report | December 15, 2022 Premium Countdown to Holiday 2022: US Channel Checks—Are the Gifting Elves Shopping Online… and Fulfilling from the Store?The Coresight Research team conducted channel checks in New Jersey shopping centers in early December: American Dream and Westfield’s Garden State Plaza. We present our latest insights on the holiday season based on these trips as well as observations from some New York City stores. Read More
Deep Dive | December 14, 2022 Premium Retail 2023: 10 Trends in India RetailWe present 10 trends that will influence India’s retail sector in 2023 and beyond, helping brands and retailers capitalize on key opportunities in the sector. This report is part of our Retail 2023 series of outlook reports. Read More
Insight Report | December 14, 2022 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2023: CalendarThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2023 calendar to plan your marketing and sales strategies for the China market. Read More
Deep Dive | December 13, 2022 Premium Retail 2023: 10 Trends in China E-CommerceWe present 10 key trends for e-commerce in China in 2023, revealing how brands and retailers can position themselves for growth in the country. This report is part of our Retail 2023 series of outlook reports, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 and beyond in global retail. Read More
Event Coverage | December 13, 2022 Premium Lowe’s Analyst and Investor Conference 2022: Retailer Looks To Accelerate Market Share Through Its Total Home Strategy We present key insights from Lowe’s Analyst and Investor Conference on December 7, 2022, covering its Total Home strategy and the company’s plans for a single-source unified omnichannel network. Read More