Deep Dive | July 8, 2021 Premium Wholesale vs. DTC: Strategies for Brands and RetailersSelling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches. Read More
Insight Report | July 8, 2021 Premium Gender-Free Products: A Growing Market OpportunityDiverse representation across gender identification is driving growth in retail categories including apparel and footwear, accessories and beauty. We discuss the emergence and evolution of the gender-free product category, highlighting opportunities for brands and retailers. Read More
Insight Report | July 6, 2021 Premium Capri Holdings Investor Day 2021: Raised FY22 Guidance and Longer-Term Outlook as Luxury Sales Gain MomentumWe present key insights from Capri Holdings virtual Investor Day on June 29, 2021, covering the company’s five strategic pillars, its financial outlook and primary initiatives by brand—across Jimmy Choo, Michael Kors and Versace. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Event Coverage | July 5, 2021 Register for Free Access NRF Retail Converge 2021: Five Supply Chain Trends To WatchCoresight Research hosted an online discussion on supply chains at NRF Retail Converge, a new digital event from the National Retail Federation. We present five key insights from the event, covering reverse logistics, inventory management, dark stores and more. Read More
Flash Report | July 5, 2021 Register for Free Access Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft LuxuryOn June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies. Read More
Analyst Corner | July 4, 2021 Register for Free Access Weinswig’s Weekly: Can’t Wait for Two-Hour Grocery Delivery? How About 10 Minutes?This week’s note “From the Desk of Deborah Weinswig” discusses the ever-increasing demand for, and availability of, grocery delivery services worldwide. Read More
Store Tracker | July 2, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Free Data Graphic | June 28, 2021 Free Report Coresight Bites: 6.18 Shopping Festival 2021 Provides a Further Boost to Retail in ChinaWe present Coresight Bites: 6.18 Shopping Festival 2021 Provides a Further Boost to Retail in China Read More
Analyst Corner | June 27, 2021 Register for Free Access Weinswig’s Weekly: Pandemic-Driven Baby Bust To Have Lasting Impact on Retail CategoriesThis week’s note “From the Desk of Deborah Weinswig” discusses the impact on retail of a pandemic-driven decline in US birth rates. Read More
Store Tracker | June 25, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 25: US Store Closures Down Year over Year for the First Time in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, Rothy’s and Wawa in the US and Abercrombie & Fitch, Kate Spade and Suit Direct in the UK. Read More
Free Data Graphic | June 23, 2021 Free Report Coresight Bites: UK Retail Sales Maintain Growth Momentum on a Two-Year BasisWe present Coresight Bites: UK Retail Sales Maintain Growth Momentum on a Two-Year Basis Read More
Insight Report | June 22, 2021 Premium May 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | June 21, 2021 Premium May 2021 UK Retail Sales: Total Sales Maintain Growth Momentum on a Two-Year BasisWe review data for UK retail in total and by sector for May 2021. Retail sales growth slowed, but still remained strong, and are on an upward trajectory on a two-year basis. Read More