Reasons to Read

We discuss the US eyewear market, following a host of pandemic-driven changes in 2020 and 2021. We cover market size, key growth drivers as well as the competitive landscape and headwinds that players are facing to understand what brands and retailers are doing to better serve the market.

Our coverage of eyewear includes contact lenses, corrective eyeglasses and sunglasses. This comprises both eyeglass frames and lenses, as well as spectacle accessories such as glasses, cleaning cloths and lens cleaning/storage solutions.

Click here for all Coresight Research coverage of apparel and footwear retailers.

Click here about apparel specialty retailers in the US, the UK and China.

Contents (Click to navigate)

What’s the Story?

Why It Matters

The US Eyewear Market: Coresight Research Analysis

Market Size

Market Drivers

Competitive Landscape

Eyewear E-Commerce

Eyewear Market Headwinds

What We Think

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Reasons to Read

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among US retailers listed in the Coresight 100.

In this report, we look at the inventory levels of various retailers in 3Q21 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters
  • Beauty retail—Bath & Body Works and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • Discount stores—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet
  • Drugstores—CVS Health and Walgreen Boots Alliance
  • Electronics retail—Best Buy
  • Food and grocery retail—Grocery Outlet and Kroger
  • Home and home-improvement retail—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma
  • Luxury retail—Capri Holdings and Tapestry
  • Mass merchandisers—Target and Walmart
  • Off-price retail—Burlington Stores, Ross Stores and The TJX Companies
  • Warehouse clubs—BJ’s Wholesale Club and Costco

Click here to read the previous report in the series, which looks at 2Q21.

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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.

  • The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. The data are sourced from the US Bureau of Economic Analysis (BEA).
  • Consumers continued to up their spend on clothing and footwear in November 2021 (latest data available), suggesting that the category would see a strong holiday season.

Click the image to read more about the topic.

Reasons to Read

Our 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 year to date in 2021
  • What is happening in retail in the US and UK this week
  • Year-to-date 2021 major US and UK store openings and closures

This week, there are highlights from Indochino, Plow & Hearth, Thorntons and World Market in the US and Toolstation in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Aldi, Dollar General and Kwik Trip.

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 2021 year to date, filterable by sector and year. Click here to view.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated.

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated.

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

In 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 many silver linings from 2021 in the US.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

Coresight Research’s US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management.

In this report, we look at the performance of the three retailers in the third quarter of 2021 (3Q21, ended October 30, 2021) compared to last year (3Q20) and the previous year (3Q19). We also discuss their outlooks for the full fiscal year.

Click here for more Coresight Research coverage of department stores.

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Reasons to Read

Our 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 year to date in 2021
  • What is happening in retail in the US and UK this week
  • Year-to-date 2021 major US and UK store openings and closures

This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Macy’s and Rite Aid.

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 2021 year to date, filterable by sector and year. Click here to view.

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Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season.

  • Click here to see more Holiday Bites well as our in-depth research reports on US holiday retail.
  • Click here to access our US Holiday Retail 2021 Databank.

Click the image below to read more about how Covid-19 and inflation are impacting the holiday season 2021.

 

Reasons to Read

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers data from November 2021.

We discuss changes in US consumer spending, year over year and on a two-year basis, across the following sectors:

  • Footwear
  • Clothing, comprising the subcategories of children’s, women’s and men’s clothing
  • Selected beauty categories

We also present our estimates for year-over-year growth in the clothing, footwear and beauty categories in the coming months.

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

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Reasons to Read

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare.

In this free report, we present five key insights into the four weeks ended October 31, 2021, across the following metrics:

  • Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as growth from two years prior
  • Online sales growth by category type
  • Breakdown of online sales by category
  • Online sales growth of food & beverage departments
  • Online sales growth of nonfood departments such as beauty and homecare

Click here to read more reports in our US CPG Sales Tracker series.

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

This report is the final installment in Coresight Research’s series of roundtable discussions and research reports, entitled The New Age of Customer-First Supply Chains, which presents key insights into the strategic areas in which brands and retailers can take action to build a resilient and profitable supply chain.

We explore environmental sustainability in the supply chain through the lens of Coresight Research’s proprietary EnCORE framework, with a focus on aligning profitability and sustainability in supply chains.

Read the other reports in the series:

Contents (Click to navigate)

What’s the Story?

Why It Matters

Sustainability and Profitability—Interrelated Priorities in the Supply Chain: Coresight Research Analysis

Environmental Awareness

Circular Models

Optimized Operations

Responsible Supply Chains

Excellence in Reporting and Communicating

What We Think

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Reasons to Read

This report offers analysis of the third-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss companies across a number of sectors:

  • Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, PVH Corp., Ralph Lauren, Under Armour and VF Corporation
  • Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters
  • Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies
  • Online apparel retailers—Stitch Fix
  • Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • E-commerce platforms—Alibaba, Amazon, eBay and JD.com
  • Electronics retailers—Best Buy
  • Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet
  • Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance
  • Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger
  • Food, drug and mass retailers (mass merchandisers)—Target and Walmart
  • Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco
  • Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma
  • Luxury companies—Canada Goose, Capri Holdings and Tapestry
  • Luxury e-commerce—Farfetch and The RealReal
  • REITs—Macerich Company and Simon Property Group

Click here to read the 2Q21 US Earnings Season Wrap-Up.

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Reasons to Read

In 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 look at how business are chartering ships and turning to logistics automation to ease disruptions. We also discuss extended port hours in US ports as well as proposed new fees.

Click here to read the previous report in the series, in which we explore Chinese port shutdowns and the impacts of surging prices and inventory availability issues.

Click here to read more Coresight Research coverage of the retail supply chain.

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