Analyst Corner | March 21, 2021 Register for Free Access Weinswig’s Weekly: Get Ready as We Annualize the Great DisruptionThis week’s note “From the Desk of Deborah Weinswig” predicts a volatile period for US retail as it annualizes the troughs from 2020 and as a third round of stimulus checks hit consumers’ bank accounts. Read More
Insight Report | March 18, 2021 Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals. Read More
Insight Report | March 17, 2021 Premium American Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be RevitalizedThe Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments. Read More
Insight Report | March 17, 2021 Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward. Read More
Analyst Corner | March 14, 2021 Register for Free Access Weinswig’s Weekly: Walmart Makes a Second Splash on TikTok with a Beauty-Focused LivestreamThis week’s note “From the Desk of Deborah Weinswig” discusses Walmart’s foray into livestreaming via TikTok, with the retailer having hosted a beauty-focused event on March 11, 2021. Read More
Insight Report | March 11, 2021 Premium Walmart Analyst Day 2021: Company To Continue Playing Offense with New Flywheel StrategyThe Coresight Research team attended Walmart’s virtual Analyst Day 2021. We present key insights from the event, covering the company’s new flywheel business model and its expansion strategies moving forward. Read More
Market Outlook | March 10, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure. Read More
Analyst Corner | March 7, 2021 Register for Free Access Weinswig’s Weekly: Amazon Launches Its First UK Grocery Store as It Licenses “Just Walk Out” Technology in Travel RetailThis week’s note “From the Desk of Deborah Weinswig” discusses two new retail ventures using Amazon’s “Just Walk Out” technology. Read More
Analyst Corner | February 28, 2021 Register for Free Access Weinswig’s Weekly: Retailers and Investors Seek To Unlock Value from Retail Real EstateThis week’s note “From the Desk of Deborah Weinswig” discusses how retailers and investors are looking to unlock value from retail real estate. Read More
Insight Report | February 24, 2021 Premium January 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2021, we saw strong retail sales growth in the US, while the UK posted its second consecutive month of decline. China maintained growth momentum in its latest retail sales figures from December. We also consider wage growth and food and fuel prices in these three markets. Read More
Analyst Corner | February 21, 2021 Register for Free Access Weinswig’s Weekly: Stimulus Checks Are Benefiting Retail—But Could Be Benefiting It Much MoreThis week’s note “From the Desk of Deborah Weinswig” discusses the extent to which stimulus checks benefited US retail in January, and whether retail is capturing its “fair share” of consumers’ windfalls. Read More
Analyst Corner | February 14, 2021 Register for Free Access Weinswig’s Weekly: Are We Heading Back to the Roaring 20s?This week’s note “From the Desk of Deborah Weinswig” discusses the parallels between the “Roaring 20s” and the 2020s in the US. Read More
Event Coverage | February 12, 2021 Register for Free Access Experience the Experience: Learnings for Brands, Retailers and Retail Real Estate Firms from ULI Asia PacificCoresight Research was an innovator sponsor of the recent “Experience the Experience” virtual conference, hosted by nonprofit organization ULI Asia Pacific. The Coresight Research team joined more than 40 thought leaders globally to discuss current issues in retail and real estate. In this free report, we present key insights from the event, from retail innovation to consumer engagement and more. Read More
Innovator Profile | February 11, 2021 Register for Free Access Innovator Profile: Nexite Connects Merchandise Data To Illuminate the Consumer JourneyAs part of our Innovator Profile series, we profile Nexite, provider of the Connected Merchandise Platform that provides real-time insights to retailers to help optimize the consumer journey. This free report is sponsored by Nexite. Read More
Insight Report | February 9, 2021 Register for Free Access Retail 2021: Global Trends—PresentationCoresight Research’s key global retail and consumer trends for 2021 fall under five umbrellas: the new consumer; the future of physical retail; the evolution of digital retail; doing good is good business; and discovering ways of transacting. In this presentation, we outline our predictions and discuss the impact of each trend on various retail sectors and regions. Read More
