Insight Report | May 15, 2024 Premium April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers ReboundIn April 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Market Navigators/Market Outlook | May 15, 2024 Premium Research Preview: Market Navigator—Global LuxuryWe offer an early look at our forthcoming Market Navigator exploring the global luxury market. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of brands’ and retailers’ revenues, and explore the competitive landscape. Read More
Insight Report | May 10, 2024 Premium China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To KnowSingles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment. Read More
Insight Report | May 2, 2024 Premium The FTC Challenges Tapestry’s Acquisition of Capri: An Analysis of Market Impact and Consumer ChoiceThe US Federal Trade Commission (FTC) has sued to block Tapestry’s acquisition of Capri Holdings. How would the proposed deal impact global luxury retail competition and consumer choice? We explore the merger’s implications and consider the FTC’s claims, leveraging proprietary US consumer survey analysis. Read More
Insight Report | April 15, 2024 Premium March 2024 US Retail Sales: Growth Moderates But Remains Solid; General Merchandise Stores ReboundIn March 2024, US retail sales (excluding gasoline and automobiles) grew by just over 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | April 11, 2024 Premium Secondhand Chic: US Fashion Resale Market Growth Driven by Vintage and Luxury Demand; Signs of ProfitabilityDive into the growth trajectory and competitive landscape of the US fashion resale market, exploring proprietary US consumer survey findings to uncover valuable insights on the opportunities for retailers. Read More
Analyst Corner | March 31, 2024 Register for Free Access Analyst Corner—Profit Potential for Preloved Products? A View of the US Fashion Resale Market with Sunny ZhengIn this week’s Analyst Corner, Sunny Zheng, Analyst, presents her take on the US fashion resale market, which has evolved from a single-billion-dollar market in 2008 to a $30+ billion market in 2023. Read More
Deep Dive | March 27, 2024 Free Report The State of In-Store Retailing: Opportunities To Redefine OperationsUnderstand the state of in-store retailing and dive into critical opportunities to redefine store operations with this comprehensive research report. From out-of-stocks to pricing issues, we uncover the challenges that lie between retailers and optimal store efficiency, and explore the transformative potential of store intelligence technologies to enhance efficiency, agility and innovation. Read More
Insight Report | March 14, 2024 Premium February 2024 US Retail Sales: Growth Accelerates—Electronics Stores Rebound; Nonstore Retailers See Strong GrowthIn February 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Deep Dive | February 27, 2024 Free Report Navigating Digital Transformation: Optimizing Hospitality Operations To Enhance Margins and GrowthWe delve into the challenges and expectations around cost and margin management in the hospitality sector through the lens of digital transformation technologies, examining the current state of the hospitality industry and how digital technologies can address issues of cost control and margin optimization. Read More
Company Profile | February 26, 2024 Premium Capri Holdings Limited (NYSE: CPRI) Company ProfileCapri Holdings is a global fashion luxury group that sells accessories, apparel and footwear. Headquartered in London, the company operates in Australia, Canada, China, France, Japan, Korea, the UK, the US and over 93 other countries. Read More
Company Profile | February 25, 2024 Premium Tapestry, Inc. (NYSE: TPR) Company ProfileTapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries. Read More
Company Profile | February 25, 2024 Premium Chow Tai Fook Jewellery Group (SEHK: 1929) Company ProfileChow Tai Fook Jewellery Group is a manufacturer and retailer of jewelry, and a distributor of major watch brands. Headquartered in Hong Kong, the company primarily operates in China, with additional stores in Japan, Malaysia, Vietnam and the US. Read More
Analyst Corner | February 18, 2024 Register for Free Access Analyst Corner—Keep Up with Retail Dynamics: The Fast Luxury Model with Sunny ZhengThis week’s Analyst Corner discusses the new “Fast Luxury” model from Coresight Research. Sunny Zheng, Analyst at Coresight Research, offers her thoughts on the shifting dynamics of luxury retail. Read More
