December 5, 2021 Analyst Corner 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.
December 3, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK.
December 2, 2021 Flash Report 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.
December 2, 2021 Flash Report Register for Free Access Holiday 2021: US Store Traffic Jumps, Digital Sales Underwhelm During Cyber WeekAs part of our holiday 2021 coverage, we discuss digital sales performance on Black Friday and during Cyber Week in the US.
December 2, 2021 Deep Dive 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.
December 1, 2021 Deep Dive 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.
December 1, 2021 Store Tracker Databank Members US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 26, 2021, versus the comparable period in 2020.
November 30, 2021 Insight Report 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.
November 30, 2021 Deep Dive 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.
November 30, 2021 Insight Report Premium Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.
November 30, 2021 Deep Dive Databank Members US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
November 29, 2021 Insight Report Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year.
November 29, 2021 Deep Dive Databank Members US Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-UpWe examine avoidance of public places by demographic and which retailers are seeing gains as holiday shopping begins, based on exclusive Coresight Research data. Read our US Consumer Tracker Extra for a deeper dive into key trends revealed by our weekly survey data.
November 28, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Target and Walmart Have Loaded Up on Inventory To Capitalize on an Expected Strong Holiday SeasonThis week’s note “From the Desk of Deborah Weinswig” discusses how Target and Walmart are overcoming supply chain bottlenecks to capitalize on expected strong holiday demand.
November 26, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by One-FifthThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from October 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities.
