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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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 Year

Our 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.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We 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.

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.

Insight Report | December 22, 2021 Free Report

Happy Holidays! 2021 Year-End Letter

Happy holidays from Coresight Research

Insight Report | December 20, 2021 Premium

November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in Growth

UK 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.

Analyst Corner | December 19, 2021

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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.

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-Neck

Our 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.

Deep Dive | December 15, 2021 Premium

Retail-Tech Landscape: Social Commerce

Social 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.

Deep Dive | December 15, 2021 Premium

2022 Global Retail Trends

We 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.

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.

Deep Dive | December 13, 2021 Premium

SPACs in Retail Outlook: Strong Opportunities for Retailers

The 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.

Insight Report | December 13, 2021 Premium

Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday Shopping

As 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.

Insight Report | December 13, 2021 Premium

The 12 Weeks of Holidays: #11—UK Retail Update

As part of our The 12 Weeks of Holidays 2021 series, we look at UK retail performance and trends so far this season and offer an outlook for the remainder of the holiday peak.

Analyst Corner | December 12, 2021

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Weinswig’s Weekly: Open Letter to Department Stores—Don‘t Give in Lightly to Pressure To Spin Off Your E-Commerce Businesses

This week’s note “From the Desk of Deborah Weinswig” discusses activist investors’ interest in department store e-commerce businesses.

Store Tracker | December 10, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.