May 5, 2022 Insight Report Premium Supply Chain Briefing: Lockdowns in China, New Phase of Chartered Ships and US Government Funding for PortsAs part of our Supply Chain Briefing series, we examine how the lockdowns in China are impacting the global supply chain. We also discuss companies’ decisions to charter their own freighters and the US government’s funding allocation to bolster US ports and waterways.
May 4, 2022 Insight Report Premium US and China Quarterly Economic Update, 1Q22: Supply Chain Challenges and Covid-19 Lockdowns Result in Troublesome First QuarterOur Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the first quarter of 2022, which show GDP shrinkage in the US and further slowdown in growth momentum in China.
May 3, 2022 Insight Report Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark.
May 2, 2022 Insight Report Premium Metaverse Latest: The Race To Build IoT Digital Twins and the Power of 3D Game EnginesAs part of our Metaverse Latest series, we present recent developments and notable trends in the metaverse space—covering the race to build digital twins of real-world objects and the increasing power of 3D game engines.
May 1, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: E-Commerce Retailers Fight for Eyeballs Using Two Strategies as Digital Costs RiseThis week’s note “From the Desk of Deborah Weinswig” discusses e-commerce retailers’ heightened competition and the two opportunities they are pursuing to alleviate soaring marketing costs.
April 28, 2022 Deep Dive Premium Sustainability in Luxury: How Can Companies Meet Consumer Demand?Sustainability has been front-and-center in companies’ strategies in recent years, with the pandemic underscoring its importance for consumers and businesses alike. We explore how luxury companies can best position themselves to meet consumer demand for increased environmental accountability, through the lens of our proprietary EnCORE framework.
April 26, 2022 Event Coverage Premium Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives.
April 26, 2022 Insight Report Premium April 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.
April 25, 2022 Insight Report Premium Building Blocks of the Metaverse: Immersive TechnologiesAs part of our Building Blocks of the Metaverse series, we discuss key immersive technologies, explore their relationships with the metaverse, and consider what brands and retailers should know about them.
April 24, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: The Time for Personalization Is NowThis week’s note “From the Desk of Deborah Weinswig” discusses the path ahead for personalization in retail.
April 21, 2022 Event Coverage Register for Free Access How Are Chinese Consumers Embracing Sustainability? Coresight Research x Alibaba WebinarWe present our top insights from our recent webinar in partnership with Alibaba, How Are Chinese Consumers Embracing Sustainability? Read about China’s national sustainability goals, Chinese consumers’ attitudes to sustainability and opportunities to drive growth.
April 20, 2022 Insight Report Premium March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 MonthsWe review the latest data for retail sales in China showing that in March 2022 year-over-year sales declined while online sales accelerated. Our report analyzes retail sales in total and by sector.
April 20, 2022 Insight Report Premium How Can Furniture and Home-Furnishing Retailers Overcome Supply Chain Challenges?Recent disruptions to the furniture and furnishings supply chain have resulted in extremely long delivery times. We discuss how US furniture and furnishings retailers have fared sourcing goods and five strategies to overcome the sector’s continuing sourcing challenges.
April 17, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: Selling Fashion in the Metaverse: More Than the Emperor’s New Clothes?This week’s note “From the Desk of Deborah Weinswig” discusses whether fashion in the metaverse is more than the Emperor’s new clothes.
April 14, 2022 Infographic Premium Metaverse Early Adopters: US Consumer Survey—InfographicWe explore US consumers’ use of the metaverse, based on proprietary survey data, covering platforms, modes of access and consumer spending. We present our key findings in this infographic.
