Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Insight Report | October 27, 2022 Premium Mapping the Albertsons-Kroger Merger: Assessing Overlap and OpportunitiesWe analyze and map how Albertsons’ and Kroger’s store distribution and overall numbers may change due to their potential merger this year, as there is some overlap between the two companies’ retail footprints. Read More
Market Navigators/Market Outlook | October 25, 2022 Premium Market Outlook: Grocery Retail in India—Growth Led by Convenience and WellnessIn this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond. Read More
Flash Report | October 14, 2022 Register for Free Access Kroger and Albertsons Announce Merger: Details, Data and ImplicationsOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. Read More
Market Navigators/Market Outlook | October 10, 2022 Premium US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-CareIn this report, we discuss the performance and trajectory of the personal care category within the US consumer packaged goods (CPG) sector. We also cover factors impacting the category, the competitive landscape and themes we are watching in 2022 and beyond. Read More
Insight Report | September 2, 2022 Premium Why Now for YNAP? Farfetch’s Acquisition of YOOX Net-A-Porter Group Empowers Richemont To Focus on Jewelry and WatchesCompagnie Financière Richemont sold over 50% of the YOOX Net-A-Porter Group (YNAP) to Farfetch, an online luxury retail platform, and Symphony Global, an investment vehicle of Mohamed Alabbar. We unpack the deal and discuss the implications. Read More
Market Navigators/Market Outlook | August 30, 2022 Premium Market Outlook: India Retail—On the Path to $1 Trillion, Supported by Demographics and DigitalIn this Market Outlook, we explore the retail sector in India in 2022 and beyond, including consumer spending growth, projections of core retail categories, market factors driving growth, the online market, the competitive landscape and key market themes. Read More
Deep Dive | August 12, 2022 Premium The C-Suite’s Evolution: Embracing Technology and Adapting to Hybrid Working in RetailThe C-suite has expanded over the past 20 years to keep pace with changes happening in industry and society; we identify 12 categories in which roles have emerged and analyze the trends behind the growth of the C-suite among Coresight 100 companies. Read More
Deep Dive | August 3, 2022 Premium Head-to-Head in India Retail: Reliance Industries vs. Tata GroupReliance Industries and Tata Group are two of the biggest conglomerates in India. As part of our Head-to-Head series, we provide key insights into their retail and consumer businesses, including their performances, business strategies, operating margins, brand portfolios and sustainability initiatives. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More
Deep Dive | June 20, 2022 Premium Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine PortfoliosThis Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A. Read More
Insight Report | June 16, 2022 Premium Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable MarketsWe analyze four strategies US apparel specialty retailers are using to grow their total addressable markets: product category expansion, unlocking the power of new audiences, ramping up their presence in untapped geographies and bolstering distribution channels. We assess these strategies through the lens of five leading retailers: American Eagle Outfitters, Foot Locker, Gap Inc., Lululemon Athletica and Victoria’s Secret. Read More
Event Coverage | June 14, 2022 Premium Kering Capital Markets Days 2022: Company Plans To Grow Gucci into a €15 Billion Brand and Yves Saint Laurent into a €5 Billion BrandWe present insights from Kering’s Capital Markets Days on June 8 and 9, 2022—covering the French luxury group’s strategic growth plans for two of its biggest brands, Gucci and Yves Saint Laurent, as well as its Kering Eyewear business segment. Read More
Market Navigators/Market Outlook | April 27, 2022 Premium Market Outlook: US CPG—Inflation-Driven Growth To Compound Pandemic GainsThe US consumer packaged goods (CPG) sector will see growth higher than pre-pandemic levels after a huge spike in 2020. We examine market factors, the competitive landscape and themes we are watching. Read More
Insight Report | April 20, 2022 Premium M&A in Jewelry Retail: How US Retailers Can Capitalize on Growth OpportunitiesMergers and acquisitions (M&A) are on the rise in US jewelry retail. We explore how US retailers can capitalize on opportunities as well as analyze the focus areas for growth with examples of recent transactions. Read More
