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 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
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
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
Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Analyst Corner | December 5, 2021 Register for Free Access Weinswig’s Weekly: The Stickiness of Online Grocery—Persisting into 2022This week’s note “From the Desk of Deborah Weinswig” discusses how online grocery demand is remaining buoyant and its prospects for 2022. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Deep Dive | December 2, 2021 Premium E-Commerce Outlook: Global Luxury—Pandemic-Driven Uncertainty To Fuel GrowthAs with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. We discuss the trajectory of the global luxury e-commerce market and its major drivers. We also examine the competitive landscape, market innovators and key themes for 2022 and beyond. Read More
Deep Dive | December 1, 2021 Premium Head-to-Head in Apparel: PVH vs. Ralph LaurenAs part of Coresight Research’s Head-to-Head series, we compare leading global apparel brand owners PVH and Ralph Lauren. We provide insights into four key elements of their businesses: revenue, business coverage, brand mix and innovation. Read More
Insight Report | November 30, 2021 Premium October 2021 Monthly Consumer UpdateAnalyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | November 30, 2021 Premium Retail-Tech Landscape: Mass CustomizationMass customization allows brands and retailers to offer certain made-to-order features of a product—allowing them to be more customer-centric to differentiate their offerings while still keeping costs closer to that of mass-produced products. This Retail-Tech Landscape comprises selected startups globally whose technology solutions support retailers in implementing mass customization, covering 3D printing, visualization and scanning, and more. Read More
