Insight ReportEarnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance Coresight Research November 30, 2021 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 third-quarter 2021 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the third 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 November 26, 2021, across multiple sectors: apparel and footwear brand owners (Guess?), apparel specialty retailers (American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Urban Outfitters), department stores (Nordstrom), discount stores (Dollar Tree), electronics retailers (Best Buy), home and home-improvement retailers (Williams-Sonoma), and off-price retailers (Burlington Stores). Click here to read Week 4 of the Earnings Insights 3Q21 series. Click here to read 2Q21 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
Deep DiveUS Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 Cases Coresight Research November 30, 2021 Reasons to ReadCoresight Research’s November 22, 2021, 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 consumers are doing and where they are going—including avoidance of public places What shoppers are buying online and in-store 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 ReportThe 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and Canada Coresight Research November 29, 2021 Reasons to ReadOur The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In this report, we offer insights on the brick-and-mortar channel during Black Friday 2021, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand. Our observations are based on the Coresight Research team’s annual tour of stores across the US and Canada for Black Friday. See our free data graphic on US consumers’ expectations to shop, by channel, during Thanksgiving, Black Friday and Cyber Monday. 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
Deep DiveUS Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-Up Coresight Research November 29, 2021 Reasons to ReadOur US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. As holiday shopping begins, we examine avoidance of public places and which retailers are seeing gains. We assess emerging patterns of consumer behavior in the following key areas: The correlation between avoidance and consumer sentiment Avoidance of public places by age group Differing patterns of behavior and avoidance across the country The proportion of nonfood shoppers buying from major retailers Click here to view our full collection of US Consumer Tracker weekly survey 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
Free Data GraphicThree Things You Need To Know: US Apparel and Footwear Distribution—Winning and Losing Channels Amid Market Upheaval Coresight Research November 29, 2021 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. The Covid-19 pandemic has been driving major changes in the US apparel market, from the rapid growth of e-commerce and shift in business models to the accelerated decline of department stores. These changes are altering the way that apparel brands and retailers sell products to consumers. We analyze major sales channels to help brands and retailers gain share in an ever-changing retail environment. Click here to read more Coresight Research coverage of apparel and footwear retail. Click the image to read more about the topic. This document was generated for
Deep DiveThe Growth of Micro-Fulfillment Technology in US Grocery Coresight Research November 29, 2021 Reasons to ReadMicro-fulfillment centers (MFCs) are currently one of the most pressing topics in grocery retail, amid the pandemic-driven acceleration of online grocery adoption, consumer preferences for rapid delivery and retailers’ need for a profitable online strategy. We profile MFC technology and cover key drivers, trends and challenges within the US grocery industry. Read about rapid delivery in US grocery and find all Coresight Research coverage of grocery retailers here. 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: Target and Walmart Have Loaded Up on Inventory To Capitalize on an Expected Strong Holiday Season Coresight Research November 28, 2021 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 how Target and Walmart are overcoming supply chain bottlenecks to capitalize on expected strong holiday demand. 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 ReportUS Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by One-Fifth Coresight Research November 26, 2021 Reasons to ReadThe 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 October 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. 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 2021, Week 47: US Store Openings Up 56% Year over Year Coresight Research November 26, 2021 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 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 CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Abercrombie & Fitch, American Eagle Outfitters, Bath & Body Works, Best Buy, Burlington Stores, Dollar Tree, Family Dollar, Foot Locker, Golf Galaxy, Guess?, Macy’s and Williams-Sonoma. 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. 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—UK Grocery Retailers Coresight Research November 26, 2021 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. The UK grocery market has been one of the major beneficiaries of the shift in consumer behaviors amid the Covid-19 pandemic. Our Market Outlook explores the market’s recent performance, including future growth drivers and challenges. We also outline the UK grocery competitive landscape and key themes for the market moving forward. Read our other Market Outlooks, or click here to access more coverage of grocery retail. This document was generated for
Free Data GraphicCoresight Bites: Further Slow Growth in UK Retail Sales Ahead of the Holiday Coresight Research November 25, 2021 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. 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. In October 2021, UK retail sales growth returned to modest growth, year over year, ahead of the holiday season. Against the more consistent comparatives of 2019, October retail sales growth saw an acceleration from August and September, representing the fifth strongest month of growth compared to pre-pandemic values in 2021. Click the image below to read more about the latest UK retail sales data. This document was generated for
Market Navigators/Market OutlookMarket Outlook: UK Grocery Retailers—Pandemic Creates Opportunities for Instant Commerce Channel Coresight Research November 25, 2021 Reasons to ReadThe UK grocery sector has been one of the major beneficiaries of the shift in behaviors amid the pandemic. In this Market Outlook, we present our expectations for market growth in 2021 and 2022, as well as growth drivers and challenges, a competitive landscape and key themes in UK grocery. Click here to read Coresight Research’s sector coverage of grocery retailers. For all of our Market Outlook reports, click here. Contents (Click to navigate) What’s the Story? UK Grocery Retail: 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
Company ProfileAldi Company Profile Coresight Research November 24, 2021 Reasons to ReadCoresight 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. 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 Apparel and Footwear Distribution: Winning and Losing Channels Amid Market Upheaval Coresight Research November 24, 2021 Reasons to ReadUS apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of five key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers. We illustrate the development of category sales by sector and by major retailers, and include our ranking of the 10 biggest retailers of apparel and footwear in the US, by sales and market share. Read about the growth of digitally native vertical brands (DNVBs) in the US apparel and footwear market and find all Coresight Research apparel and footwear coverage here. Contents (Click to navigate) What’s the Story? US Apparel And Footwear Distribution: Coresight Research Analysis Market Overview Sales Channel Insights Department Stores: Recapturing Market Share Via Younger Consumers Online-only Retailers: Faster Deliveries, Optimized Websites and Better Product Assortments Mass Merchandisers: Market Leaders Target and Walmart Step Up Their Apparel Focus Specialty Retailers: Off-Price and Luxury Set for Strong Recovery Warehouse Clubs: Important Destinations for Apparel Shoppers What We Think Implications for Apparel Brands/Retailers 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: US Consumer Tracker—Supply Chain Crisis Worries Holiday Shoppers Coresight Research November 24, 2021 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. Coresight Research’s November 15, 2021, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 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. This document was generated for
