Market Navigators/Market Outlook | January 6, 2022 Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn this Market Outlook, we explore the global fast-fashion industry and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Company Profile | January 5, 2022 Premium Schwarz (Lidl and Kaufland) Company ProfileSchwarz is a Germany-based retailer that operates discount supermarket chain Lidl and hypermarket chain Kaufland. Headquartered in Neckarsulm, Germany, the company operates more than 11,000 Lidl stores in 32 countries across Europe and the US, while Kaufland operates 1,300 stores in eight European countries. Read More
Company Profile | January 5, 2022 Premium John Lewis Partnership Company ProfileThe John Lewis Partnership is a UK-based retailer of apparel and footwear, home furnishings and accessories, electronics and appliances, beauty and personal care products, and food and beverages. Headquartered in London, the company operates stores in England, Scotland, Wales and the Channel Islands. Read More
Company Profile | January 4, 2022 Premium Chanel S.A. Company ProfileChanel is a France-based retailer of apparel, accessories, cosmetics, jewelry, leather goods, perfumes and watches. Headquartered in Neuilly sur Seine, the company operates in Brazil, China, France, Germany, Hong Kong, Italy, Japan, Kuwait, Saudi Arabia, the UAE, the UK, the US and approximately 40 other countries. Read More
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
Store Tracker | December 31, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Indochino, Thorntons and World Market in the US and Toolstation in the UK. 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
Store Tracker | December 24, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK. 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
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. 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
Store Tracker | December 17, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-NeckOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Build-A-Bear and Vince Holdings in the US and Amazon, Dr. Martens and RH in the UK. Read More