Capital Markets

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | February 14, 2023 Premium

Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See Declines

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Capri Holdings, Coty, CVS Health and more.

Deep Dive | December 21, 2022 Premium

US Fashion Resale Market: E-Commerce and Luxury Capture Greater Share

We analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability.

Market Navigators/Market Outlook | November 28, 2022 Premium

Market Outlook: Apparel Specialty Retail in the US, the UK and China

We analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.

Deep Dive | November 8, 2022 Premium

SPACs in US Retail Outlook: Opportunities Remain Despite Challenging Environment

We 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.

Insight Report | October 27, 2022 Premium

Mapping the Albertsons-Kroger Merger: Assessing Overlap and Opportunities

We 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.

Market Navigators/Market Outlook | October 25, 2022 Premium

Market Outlook: Grocery Retail in India—Growth Led by Convenience and Wellness

In 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.

Flash Report | October 14, 2022

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Kroger and Albertsons Announce Merger: Details, Data and Implications

On 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.

Market Navigators/Market Outlook | October 10, 2022 Premium

US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-Care

In 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.

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 Watches

Compagnie 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.

Market Navigators/Market Outlook | August 30, 2022 Premium

Market Outlook: India Retail—On the Path to $1 Trillion, Supported by Demographics and Digital

In 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.

Deep Dive | August 12, 2022 Premium

The C-Suite’s Evolution: Embracing Technology and Adapting to Hybrid Working in Retail

The 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.

Deep Dive | August 3, 2022 Premium

Head-to-Head in India Retail: Reliance Industries vs. Tata Group

Reliance 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.

Deep Dive | June 28, 2022 Premium

Playbook: How Retailers Can Capitalize on Venture Capital Funding Opportunities

This 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.

Deep Dive | June 20, 2022 Premium

Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine Portfolios

This 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.