Free Data GraphicThree Things You Need To Know: M&A in Apparel and Footwear—US and UK Coresight Research February 9, 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. Mergers and acquisitions (M&A) provide a strong option for value creation. Our report analyzes 2021 apparel and footwear-focused M&A activity in the US and the UK, detailing selected major transactions that completed last year. We also discuss the prospects for, and drivers of, M&A growth in 2022 and beyond. Click the image to read more about the topic. This document was generated for
Insight ReportFive Trends in US Off-Price Retail: External Pressures and Internal Shifts Drive Change for Traditional Players Coresight Research February 8, 2022 Reasons to ReadWe present five key trends in the US off-price retail sector, exploring external pressures and internal shifts. We cover the following key topics: Specialization Physical store expansion External competition E-commerce developments Growth momentum post pandemic This report includes examples of recent developments by major brands and retailers—namely, Burlington Stores, Nordstrom, Ross Stores and The TJX Companies. Read more Coresight Research coverage of off-price retail. 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 Consumer Tracker: Renewed Shifts in Consumer Activities and Spending Coresight Research February 8, 2022 Reasons to ReadCoresight Research’s January 31, 2022, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. This week’s US Consumer Tracker covers the following: What shoppers are buying online and in-store What consumers are doing and where they are going—including avoidance of public places Which retailers consumers are buying from—for food and nonfood purchases Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports. Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank. 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 ReportEarnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon Coresight Research February 8, 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 6, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear, Deckers Outdoor Corporation, Hanesbrands, Ralph Lauren, Skechers and VF Corporation), beauty brands and retailers (Estée Lauder), CPG (Clorox and Colgate-Palmolive), e-commerce companies (Amazon) and luxury (Capri Holdings). Click here to read Week 1 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 GraphicCoresight Bites: Market Outlook—China’s Apparel and Footwear Market Coresight Research February 7, 2022 Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here. Our Market Outlook explores the growth potential of China’s apparel and footwear market, covering key trends that are driving growth and the actions that brands and retailers are taking to better serve the market. In 2021, we estimate that China’s apparel and footwear market fully recovered from the impacts of the Covid-19 pandemic, surpassing pre-crisis sales levels. We expect the market to grow at a mid-single-digit percentage rate in 2022. Click the image to read the full report. This document was generated for
Deep DiveOpportunities in Retail Returns: Driving Down Costs and Driving Up Sustainability Coresight Research February 7, 2022 Reasons to ReadReturns are a significant and growing issue for retailers, substantially impacting revenues and costs, customer satisfaction and loyalty, as well as sustainability. We analyze the returns challenge in US retail and explore how retailers can best handle and mitigate returns. In this report, our analysis and insights cover the following: Holiday returns rates Shopper behavior and loyalty Sustainability implications Retailers’ options to handle returns—including pre- and post-purchase activities We also discuss the SAP Intelligent Returns Management Platform, which uses data to recommend returns options for consumers that optimize the customer experience while minimizing value leakage for retailers, providing end-to-end visibility into the returns process. This free report is sponsored by SAP, a global leader in enterprise application software. Click here to read more Innovator Research from Coresight Research. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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 India’s Apparel Retail Market: Aditya Birla Fashion and Retail Limited vs. Arvind Fashions Limited Coresight Research February 7, 2022 Reasons to ReadAs part of Coresight Research’s Head-to-Head series, we compare Aditya Birla Fashion and Retail Limited (ABFRL) and Arvind Fashions Limited (AFL), two major players in India’s apparel industry. We discuss six key elements of their businesses: revenue growth, brands and product groups, store portfolios, e-commerce and digital initiatives, growth strategies, and sustainability initiatives. Click here to read the previous report in the series, Head-to-Head in Apparel: PVH vs. Ralph Lauren. Read more about India retail in our recent reports on trends and learnings for 2022 and the beauty and personal care market. Contents (Click to navigate) Introduction What’s the Story? Why It Matters ABFRL vs. AFL: Coresight Research Analysis Revenue Business Coverage Sales Channels Growth Strategies Sustainability 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
Analyst CornerWeinswig’s Weekly: What Walmart’s “New Department Store” Tells Us About Where Brick-and-Mortar Retail Is Headed Coresight Research February 6, 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 learnings from Walmart’s new department store-style format for multibrand, multichannel retailing in a digital age. 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
Insight ReportSupply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian Ports Coresight Research February 4, 2022 Reasons to ReadIn Coresight Research’s Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also explore the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity. Click here to read the previous report in the series, in which we explore how business are chartering ships and turning to logistics automation to ease disruptions. Click here to read more Coresight Research coverage of the retail supply chain. 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 5: Store Expansion Plans Takes US Openings Past 2,000 Coresight Research February 4, 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 Academy Sports and Outdoors, Gucci, and Sears Hometown in the US, and Harrods, Kurt Geiger and Tesco in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from H&M and Tractor Supply Company. 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 DiveRetail-Tech Landscape: Reality Technologies Enabling Brands and Retailers To Offer Immersive Shopping Experiences Coresight Research February 3, 2022 Reasons to ReadBrands and retailers leverage immersive technologies including augmented reality (AR) and virtual reality (VR) to replicate physical shopping experiences and interactions in a digital environment or enhance their brick-and-mortar spaces. This Retail-Tech Landscape comprises selected startups globally that provide reality technology solutions. To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here. Contents (Click to navigate) Retail-Tech Landscape: Reality Technologies Reality Technology Trends in Retail Retail-Tech Landscape: Reality Technologies—Infographic Retail-Tech Landscape: Reality Technologies, by Category AR-Based Product Visualization AR-Based Virtual Try-On Solutions Metaverse In-Store AR/VR Solutions Online AR/VR Experiences AR Content for Advertising Campaigns/Sales Enablement AR for Manufacturing and Design 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 DiveM&A in Apparel and Footwear: Strong US and UK Growth Opportunities Coresight Research February 2, 2022 Reasons to ReadMergers and acquisitions (M&A) are a way for apparel and footwear brands and retailers to redefine core portfolios and build operational resilience. We analyze 2021 apparel and footwear-focused M&A activity in the US and the UK, and detail selected major transactions that completed last year. We also discuss the prospects for, and drivers of, M&A growth in 2022 and beyond. Read our separate reports on how retailers can capitalize on growth opportunities in M&A, as well as special purpose acquisition companies (SPACs) and initial public offerings (IPOs), which offer an alternative exit path. Contents (Click to navigate) Introduction What’s the Story? Why It Matters M&A in Apparel and Footwear Retail: Coresight Research Analysis US: Key Areas of M&A Activity UK: Key Areas of M&A Activity Notable Upcoming Apparel and Footwear-Focused M&A Transactions Our Insights: Apparel and Footwear-Focused M&A Growth and Future Prospects 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
Deep DiveHeadless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce Players Coresight Research February 2, 2022 Reasons to ReadCoresight Research and Nogin’s three-part report series, Headless Commerce, explores the emerging commerce-as-a-service (CaaS) space in the US and the key trends in the market. We leverage findings from an October 2021 Coresight Research survey of e-commerce leaders in the US to identify the key challenges and benefits in building and using e-commerce infrastructure and tools. In this report, our analysis and insights focus on mid-size companies, covering the following topics: The levers of profitability in e-commerce Why brands and retailers should capitalize on AI (artificial intelligence), ML (machine learning) and predictive analytics How CaaS can help improve profitability This free report is sponsored by Nogin, a CaaS full-stack e-commerce platform that includes R&D (research and development), sales optimization, and ML- and AI-driven marketing and fulfillment. Read the first report in the series, Headless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure. Click here to read more Innovator Research from Coresight Research. Non-subscribers can access the report by completing the form on this page. 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 ReportUS and China Quarterly Economic Update, 4Q21: US GDP Accelerates from Slow Third Quarter; China’s Economy Loses Further Momentum Coresight Research February 2, 2022 Reasons to ReadCoresight Research’s quarterly report series keeps you up to date on the latest economic data from the US and China. In this report, we look at recently released data for the fourth quarter of 2021, which show growth acceleration in the US and further slowdown in growth momentum in China. We also discuss data in aggregate for 2021. We discuss the following key macroeconomic indicators: Changes in US GDP, industrial production and personal consumption expenditure Changes in China’s GDP, industrial production and per capita expenditure Click here to read the previous report in this series, from November 2021. Click here to read our latest report on key consumer indicators in the US, China and the UK—part of our Monthly Consumer Update series. 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 ReportHoliday 2021: US Retail Wrap-Up—Reviewing Shopping Trends and Behaviors in a Strong Sales Season Coresight Research February 2, 2022 Reasons to ReadWe review US holiday retail performance, through major retailers’ trading updates, proprietary survey findings and recently published retail sales data. We outline the key themes of the holiday season that will impact 2022. Gain insights into the following: How consumer expectations married up with actual behavior over the holiday season Why consumers are returning products Which types of retailers saw the biggest gains Click here to read more Coresight Research coverage of US holiday retail. Click here to access our US Holiday Retail 2021 Databank. 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
