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America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and Strategy

We analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors

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US Subscription E-Commerce—Unboxing the $15 Billion Market

Following strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market.

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Head-to-Head in Luxury: Capri Holdings vs. Tapestry

Capri Holdings and Tapestry are two of the largest luxury groups in the US. As part of Coresight Research’s Head-to-Head series, we provide insights into key elements of the two businesses, covering revenue growth and segmentation, as well as the companies’ digital, product and sustainability strategies.

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