Market Navigators/Market Outlook | March 5, 2020 Premium Market Overview: Apparel—Changing Consumer Attitudes Drive E-Commerce and Socially Engaged BusinessOur Market Overview for apparel offers a data-rich analysis of the global clothing market, with more detailed metrics for the US, the UK and China. In addition, our analysts offer their perspectives on the fashion market in 2020 and further ahead. Read More
Flash Report | March 4, 2020 Register for Free Access Hudson’s Bay Company Goes Private; CEO Steps DownHudson’s Bay Company announced it has completed its privatization, along with management changes and a that it intends to pursue the same strategy as a private company it did as a listed company. Read More
Analyst Corner | March 1, 2020 Register for Free Access Weinswig’s Weekly—March 1, 2020This week’s note “From the Desk of Deborah Weinswig” looks at Amazon’s foray into cashierless grocery with its new Amazon Go Grocery format. Read More
Flash Report | February 24, 2020 Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales. Read More
Analyst Corner | February 23, 2020 Register for Free Access Weinswig’s Weekly—February 23, 2020This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated? Read More
Event Coverage | February 21, 2020 Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions. Read More
Insight Report | February 20, 2020 Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market. Read More
Flash Report | February 19, 2020 Register for Free Access Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in FashionFactories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular. Read More
Analyst Corner | February 15, 2020 Register for Free Access Weinswig’s Weekly—February 16, 2020This week’s note “From the Desk of Deborah Weinswig” looks at whether this year could be the tipping point for sustainability in fashion. Read More
Flash Report | February 14, 2020 Register for Free Access Coronavirus Briefing: Outbreak Drives Four Innovative Retail Trends in ChinaWith the Chinese government advising people to stay indoors and avoid public places, the coronavirus outbreak is driving four key retail trends in China as retailers look to provide alternative access to their products for consumers. We discuss the introduction of innovative logistics and delivery methods—including drones—as well as the “shared staff” concept being pursued by major supermarket chains. Read More
Flash Report | February 13, 2020 Register for Free Access Coronavirus Briefing: What Can We Learn from the Swine Flu Pandemic of 2009?We compare the coronavirus outbreak to the swine flu pandemic of 2009, assessing the worldwide social and economic impact of each. With the coronavirus on the verge of becoming a pandemic, we consider the actions that governments are taking to prevent its spread, as well as the significant threat it could pose to global economic growth. Read More
Flash Report | February 12, 2020 Register for Free Access Coronavirus Briefing: Assessing the Impact on the Global Luxury MarketChinese outbound tourism has plummeted following the coronavirus outbreak—hitting hard luxury brands and retailers that have in recent years come to rely heavily on these consumers. How have luxury brands reacted, and what is their exposure? Read More
Event Coverage | February 11, 2020 Register for Free Access Fashinnovation Event Showcases Exciting New Trends in Fashion InnovationThe Coresight Research team was in New York for the Fashinnovation conference on February 5. The conference brought together fashion thought leaders including heads of business, fashion designers and innovators. Read More
Insight Report | February 10, 2020 Premium Global Tourism: Improved Infrastructure and Enhanced Shopping Experiences Are Driving Airport Retail SalesAs part of our quarterly Global Tourism series—which discusses domestic and international tourism themes and trends—we explore the booming airport retail market. Key factors contributing to the growth of the sector include the influence of Chinese travelers, the rise of budget airlines and enhanced shopping experiences and customer engagement. Read More
Analyst Corner | February 9, 2020 Register for Free Access Weinswig’s Weekly—February 9, 2020This week’s note “From the Desk of Deborah Weinswig” looks at whether Macy’s new turnaround plan goes far enough. Read More
