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 the port logjams arising from shutdowns in China and retailers’ strategies to mitigate the resulting delays. We discuss the related surge in freight and commodity prices and how this has affected consumer prices.

Click here to read the previous report in the series, in which we explore labor scarcities, factory shutdowns and the foam shortage.

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

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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.

As part of Coresight Research’s Head-to-Head series, we compare Adidas and NIKE, the two largest sportswear companies globally.

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Reasons to Read

Stitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model and key operating metrics, as well as the customer journey it provides.

Click here to read our market outlook for the US apparel subscription e-commerce market through 2021, the competitive landscape and primary models in US apparel subscription e-commerce, and trends we are watching in the market.

Click here to read our report on the overall US subscription e-commerce market.

Contents (Click to navigate)

What’s the Story?

Stitch Fix: In Detail

Market Positioning

Business Model

How Is Stitch Fix Evolving Its Offerings?

Financial and Client Metrics

Recent Key Developments

What We Think

Implications for Brands/Retailers

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Reasons to Read

Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels.

For more on Amazon, see Coresight Research’s Amazon Databank, which brings together a range of proprietary data on the e-commerce company, with a focus on its US operations.

Click here to read the findings from our Amazon Apparel Consumer Survey 2021.

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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 US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020.

Click the image below to read our market outlook for the US apparel subscription e-commerce market through 2021, the competitive landscape and primary models in US apparel subscription e-commerce, and trends we are watching in the market. We also present three key strategies for apparel subscription e-commerce companies to improve profitability.

Reasons to Read

Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020.

Year-to-date data in this report are as of August 27, 2021 (corresponding to week 34 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2020 (the 35 weeks ended August 28, 2020).

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.

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

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report second-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the second 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 August 29, 2021, across multiple sectors: apparel and footwear (Guess?), apparel specialty (Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters), beauty (Coty and Ulta Beauty), department stores (Nordstrom), discount stores (Dollar General, Dollar Tree and Ollie’s Bargain Outlet), e-commerce (JD.com), electronics (Best Buy), home and home-improvement (Williams-Sonoma) and off-price (Burlington Stores).

Click here to read Week 4 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up

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Reasons to Read

Brick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players.

Click here to read the previous report in our India Retail Insights series, which explores the surge in DNVBs (digitally native vertical brands) in India’s beauty segment.

Click here to read our outlook of India’s $800 billion retail sector.

For a 2021 timeline of key festivals and holidays for promotional campaigns in India, click here.

Contents (Click to navigate)

What’s the Story?

Why It Matters

The Future of Brick-and-Mortar Retail in India: In Detail

Consumer Confidence in In-Store Shopping

What Should Physical Retailers Do To Bring Customers Back to Stores?

What Is the Government Doing To Support Physical Retailers?

What We Think

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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 Coresight Research US Consumer Tracker provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail.

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Reasons to Read

Coresight Research’s August 23 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
  • Consumers’ avoidance of public places
  • Which retailers consumers are buying from and what they are buying online and in-store

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.

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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.

  • As part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts.

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Reasons to Read

The US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020. In this report, we discuss:

  • Our US apparel subscription e-commerce market outlook
  • The competitive landscape, including revenue among key players such as Stitch Fix and The RealReal
  • Three apparel subscription models that we identify as representing the majority of apparel subscription businesses today
  • Key trends—comprising expanding direct buy and resale offerings
  • Three strategies for apparel e-commerce subscription businesses to improve profitability

Click here to read our report on the overall US subscription e-commerce market.

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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 how big retailers are increasingly sharing their store space with external brands and even other retailers.

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

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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 Buehler’s Fresh Foods, Dunham’s Sports and Total Wine in the US and B&Q, Iceland and Planet Organic in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Best Buy, Ross Stores, Tapestry, Target and TJX Companies.

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 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.

As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count.

Click the image to read more about the topic.

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