Insight ReportEarnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise Guidance Coresight Research February 14, 2022 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2021 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic The outlook for demand, as reflected in revenue guidance or more qualitative commentary This week, there are highlights from companies that reported in the week ended February 13, 2022, across multiple sectors: beauty brands and retailers (Coty and L’Oréal), drugstore retailers (CVS Health) and luxury (Tapestry). Click here to read Week 2 of the Earnings Insight 4Q21 series. Click here to read 3Q21 Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicThree Things You Need To Know: Market Outlook—US Department Store Retailing Coresight Research February 14, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Our Market Outlook examines the size and trajectory of the US department store sector and key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape and three themes we are watching in 2022 and beyond. Click the image to read more about the topic. This document was generated for
Insight ReportLivestreaming Latest, February 2022: Collaborations Invigorate the Live Shopping Experience Coresight Research February 14, 2022 Reasons to ReadWe present recent market developments in the global livestreaming space, including key partnerships and investment activity. We also discuss three notable livestreaming trends—namely, the use of livestreams to capture Chinese New Year spending, the rise of collaborations and media companies’ expansion into live shopping. We offer examples of recent livestreaming events from brands and retailers globally, with highlights from Marks & Spencer, Selfridges, Switcher and TikTok. This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Read the previous report in the series, which covers the expansion of monetization tools for creators and new live shopping events from the social media giants. Click here to read more Coresight Research coverage of livestreaming. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveUS Denim Market: An Inflection Point for Jeans as Skinny’s Dominance Fades Coresight Research February 14, 2022 Reasons to ReadDenim has long been at the top of US consumers’ shopping lists, but suffered a double-digit decline in 2020 amid the pandemic. Following strong recovery in 2021, we discuss growth estimates for 2022 and beyond as well as major market drivers and key themes in the denim space. Click here for all Coresight Research coverage of apparel brands and retailers. Contents (Click to navigate) Introduction US Denim: Performance and Outlook Market Factors Competitive Landscape Themes We Are Watching What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: Could This Valentine’s Day Mark the Real Return to Normal? Coresight Research February 13, 2022 Reasons to ReadIn each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week’s note “From the Desk of Deborah Weinswig” discusses the Valentine’s Day holiday as a potential turning point for retail. Each report also includes recent retail and technology headlines from Asia, Europe and the US. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Deep DiveGlobal Luxury Resale Market: Will Stellar Growth Trends Continue? Coresight Research February 11, 2022 Reasons to ReadThe global luxury resale market saw a surge in 2021 and is set to continue its rapid growth in 2022 and beyond. We examine following key areas: Global market size and growth trajectory Major players in the space Key drivers of growth and headwinds for the market Interested in luxury? Read our recent reports on brand mashups in luxury and the US jewelry market. Contents (Click to navigate) Introduction The Global Luxury Resale Market: Coresight Research Analysis Market Size and Composition Market Segmentation Competitive Landscape How Major Players Are Taking on Luxury Resale Tailwinds and Headwinds What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Outlook: US Department Store Retailing—Consolidation and Digitalization Mark a Diminished Sector Coresight Research February 11, 2022 Reasons to ReadIn this Market Outlook, we examine the size and trajectory of the US department store sector and key factors impacting growth. We discuss the performance and outlook for e-commerce in the US, as well as the overall sector’s competitive landscape. This report also presents three themes we are watching in 2022 and beyond—covering livestreaming, category expansion and the supply chain. Read more Coresight Research coverage of department store retail. Click here to view our full collection of Market Outlook Contents (Click to navigate) Introduction Market Performance and Outlook Market Factors Online vs. Physical Store Sales Competitive Landscape Themes We Are Watching What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 6: US Openings Up 6% as Aldi Announces Store Expansion Plan Coresight Research February 11, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover: A week-by-week comparison of store openings and closures in the US and UK in year-to-date 2022 What is happening in retail in the US and UK this week 2021 and year-to-date 2022 major US and UK store openings, store closures and bankruptcies This week, there are highlights from Aldi, Charming Charlie and Scotch & Soda in the US, and Game, Hamleys and Sports Direct in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Murphy USA, Ralph Lauren, Sally Beauty and Skechers. Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker reports. Complementing our weekly report, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2022 year to date, filterable by sector and year. Click here to view. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveHead-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc. Coresight Research February 10, 2022 Reasons to ReadThe competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies and performance, as well as the following key topics: Strategic partnerships, acquisitions and investments Efforts to improve the customer experience through technology Customer demographics such as age and income Click here to read the latest report in the series, Head-to-Head in India’s Apparel Retail Market: Aditya Birla Fashion and Retail Limited vs. Arvind Fashions Limited. Read more Coreight Research coverage of the apparel and footwear market. Contents (Click to navigate) Introduction American Eagle Outfitters vs. Gap Inc.: Coresight Research Analysis Revenue Growth Operating Margins Shopper Profiles Key Business Strategy Business Expansion Through M&A and Key Strategic Partnerships Data-Driven Personalization, Inventory Management and Marketing Brick-and-Mortar Strategy and Digital Expansion ESG Initiatives What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicThree Things You Need To Know: M&A in the Global Luxury Market Coresight Research February 10, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. We examine recent M&A (mergers and acquisitions) activity in the global luxury market and the key areas of growth. We discuss the implications of luxury players’ expansion strategies for the future of the market. Click the image to read more about the topic. This document was generated for
Event CoverageRetail-Tech Landscape: NRF 2022—Technology Innovators Coresight Research February 10, 2022 Reasons to ReadCoresight Research presents a landscape of the innovative global startups that exhibited at NRF 2022: Retail’s Big Show. For more on retail technology at NRF 2022, see our three-part Innovative Technology Startups report series. Read our insights from the full event in our separate report, NRF 2022 Wrap-Up: The Metaverse, Livestreaming E-Commerce and Value of Data. To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Event PresentationFrench Founders Club: 10 Insights from CES and NRF 2022 Coresight Research February 10, 2022 Reasons to ReadOn February 10, 2022, Coresight Research presented at French Founders Club to share our top 10 insights from CES 2022 and NRF 2022: Retail’s Big Show. This presentation covers the following topics: US retail outlook on the economy Customer expectations around choice and personalization Supply chain challenges and solutions Data as the currency of the future The role of physical stores Video commerce and livestreaming Sustainability Bio-wearables The building blocks of the metaverse The expansion of the metaverse For more insights from CES 2022 and NRF 2022, read our separate reports. Our Retail-Tech Landscape presents innovators that exhibited at NRF 2022: Retail’s Big Show. See more Coresight Research coverage of livestreaming, sustainability and retail technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportSustainability in CPG: Initiatives To Address Deforestation, Plastic Waste and More Coresight Research February 9, 2022 Reasons to ReadSustainable products are driving growth in the CPG (consumer packaged goods) sector. We examine three key sustainability strategies being implemented by major nonfood CPG companies globally, with selected examples of new products and partnerships in the sector. The appendix lists the key long-term sustainability goals of the largest CPG companies. Coresight Research believes that sustainability will remain one of the foremost multiyear trends to watch in retail. Read more Coresight Research coverage of sustainability in retail. Brands and retailers can look to Coresight Research’s EnCORE framework to internalize a sustainability strategy. Contents (Click to navigate) Introduction Sustainability in CPG: Coresight Research Analysis What We Think Appendix Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Outlook: US Grocery Retailers—Channel Stickiness To Persist Coresight Research February 9, 2022 Reasons to ReadIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We present our outlook for the trajectory of the US grocery market and key factors impacting growth, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Click here to read our US Consumer Tracker Extra full-year review of US consumer behavior in 2021. For our US online grocery survey 2021 findings, click here. Contents (Click to navigate) Introduction Total US Grocery Market Performance and Outlook Market Factors US Online Grocery Market Performance and Outlook Competitive Landscape Themes We Are Watching Retail Innovators What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Outlook: UK Apparel and Footwear Retailing—Still in Recovery Mode Coresight Research February 9, 2022 Reasons to ReadIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. For more insights on fashion retail, read our recent reports on brand mashups, sustainable fashion and Shein. Click here to read more Market Outlook reports. Contents (Click to navigate) What’s the Story? Market Performance and Outlook Market Drivers Online Market Competitive Landscape Retail Innovators Themes We Are Watching What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for