Insight Report | January 4, 2022 Premium November 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2021, we saw healthy growth in retail sales in the US, slowing sales growth in China, and strengthening sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Company Profile | December 27, 2021 Premium Farfetch Limited (NYSE: FTCH) Company ProfileFarfetch is a UK-based retailer of accessories, apparel, bags, footwear and jewelry. Headquartered in London, the company operates stores in France, Italy, Japan, the UK and the US and sells online in over 190 countries. Read More
Analyst Corner | December 26, 2021 Register for Free Access Weinswig’s Weekly: Looking Back at the Many Silver Linings of 2021This week’s note “From the Desk of Deborah Weinswig” discusses the many silver linings from 2021 in the US. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 23, 2021 Premium Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year. Read More
Insight Report | December 22, 2021 Free Report Happy Holidays! 2021 Year-End LetterHappy holidays from Coresight Research Read More
Analyst Corner | December 19, 2021 Register for Free Access Weinswig’s Weekly: Are Digital-First Retailers Losing the Battle for Online Shoppers?This week’s note “From the Desk of Deborah Weinswig” discusses digital-first retailers and the battle for online shoppers. Read More
Insight Report | December 17, 2021 Premium November 2021 China Retail Sales: Singles’ Day Boosts Online Sales PenetrationWe review the latest data for retail sales in China, in total and by sector. In November 2021, total year-over-year sales growth remained steady, and online sales penetration was driven by the Singles’ Day shopping festival. Read More
Deep Dive | December 16, 2021 Premium 2022 China E-Commerce Trends: Opportunities Under PressureWe present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022. Read More
Deep Dive | December 15, 2021 Premium Retail-Tech Landscape: Social CommerceSocial media has become an important medium for brands and retailers to promote, market and sell products. This Retail-Tech Landscape presents selected startups globally whose technology solutions support brands and retailers in operating social commerce models, covering social networking, reselling, group buying, video commerce and livestreaming, and social payments integration. Read More
Deep Dive | December 15, 2021 Premium 2022 Global Retail TrendsWe present the key global retail trends for 2022, which Coresight Research expects to be a year of transition for consumers and retailers. Our RESET framework for change provides retailers with a model for using that time to adapt to a new world marked by consumer-centricity. Read More
Insight Report | December 14, 2021 Premium Coty Investor Day 2021: Company Sees FY22–FY25 Revenue CAGR of 6%–8%The Coresight Research team attended Coty’s Investor Day 2021. We present key insights from the event, covering the company’s growth plan through fiscal 2025 and its six strategic pillars to achieve growth. Notably, the pillars cover sustainability, social advocacy, e-commerce and expansion in China. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
Insight Report | December 13, 2021 Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally. Read More
Analyst Corner | December 12, 2021 Register for Free Access Weinswig’s Weekly: Open Letter to Department Stores—Don‘t Give in Lightly to Pressure To Spin Off Your E-Commerce BusinessesThis week’s note “From the Desk of Deborah Weinswig” discusses activist investors’ interest in department store e-commerce businesses. Read More
