December 23, 2021 Deep Dive 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.
December 23, 2021 Insight Report 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.
December 22, 2021 Insight Report Free Report Happy Holidays! 2021 Year-End LetterHappy holidays from Coresight Research
December 21, 2021 Insight Report Premium The 12 Weeks of Holidays 2021: #12— Holiday HomestretchThe final installment in our The 12 Weeks of Holidays 2021 series reviews reported US retail sales in the holiday shopping season to date and the key themes characterizing the season this year—covering Covid-19 impacts and inflation.
December 20, 2021 Deep Dive Databank Members US Consumer Tracker: Consumer Caution over Omicron Variant EasesAs we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
December 19, 2021 Analyst Corner 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.
December 17, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-NeckOur 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.
December 16, 2021 Insight Report Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well.
December 16, 2021 Insight Report Premium November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in TrafficIn November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% year-over-year growth. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
December 15, 2021 Deep Dive 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.
December 15, 2021 Deep Dive Premium 2022 Global Retail TrendsWe 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.
December 14, 2021 Deep Dive Premium 10 Trends in US GroceryThe US grocery market is evolving rapidly, and the change brought by the pandemic will in many areas be permanent. We present 10 key grocery trends to watch in 2022, and identify strategies for brands and retailers to best capitalize on momentum in each area.
December 14, 2021 Insight Report 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.
December 14, 2021 Deep Dive Databank Members US Consumer Tracker: In-Store Shopping Bounces in the Holiday HomestretchAs we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
December 14, 2021 Insight Report Premium November 2021 Leading Indicators of US Retail Sales: Record-High Inflation Keeps Consumer Confidence LowIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end November 2021, covering income, savings, the job market and housing.
