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 | June 16, 2022 Premium

Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable Markets

We 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.

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 Brand

We 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.

Market Navigators/Market Outlook | April 27, 2022 Premium

Market Outlook: US CPG—Inflation-Driven Growth To Compound Pandemic Gains

The 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.

Insight Report | April 20, 2022 Premium

M&A in Jewelry Retail: How US Retailers Can Capitalize on Growth Opportunities

Mergers 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.

Insight Report | April 14, 2022 Premium

Regional Grocery Chains in the US: E-Commerce To Support Consolidation

As the US grocery sector consolidates and digitalizes, regional grocery chains need to strategize to compete against their larger, nationwide rivals. We tabulate major regional grocery chains by region and map their store locations. We also discuss two key M&A trends in the US regional grocery market.

Deep Dive | April 12, 2022 Premium

Playbook: How Retailers Can Capitalize on Opportunities in IPOs

IPOs are on the rise among retail companies. We analyze four key strategies for global retail companies to capitalize on growth opportunities through IPOs. We also detail a four-step action plan for brand owners and retailers seeking to go public via an IPO.

Event Coverage | March 28, 2022

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Shoptalk 2022 Day One: Retail’s In-Person Reunion

We present our top insights from the first day of Shoptalk 2022, held on March 27, covering prestige beauty developments, private traffic, transparency in business leadership, healthcare, investor opportunities and more.

Deep Dive | March 17, 2022 Premium

Think Tank: Venture Capital Funding for US Retailers

Venture capital (VC) funding in retail is increasing in volume. Our Think Tank explores which retail sectors are receiving the most funding, the trends that are contributing to the high volume of VC funding and details on recently completed and active VC transactions.

Market Navigators/Market Outlook | March 2, 2022 Premium

Market Outlook: US Footwear Specialists See a Resurgence

We analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear.

Deep Dive | February 28, 2022 Premium

Head-to-Head in US Sporting Goods Retail: Dick’s Sporting Goods vs. Foot Locker

Dick’s Sporting Goods and Foot Locker are heavyweights in the US sporting goods sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, business strategies, technology initiatives and more.

Deep Dive | February 25, 2022 Premium

US Fashion Resale Market—A $26 Billion Retail Opportunity

The US fashion resale market will grow into a $26 billion opportunity in 2022. We examine the key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape across six resale models and present three themes we are watching in 2022 and beyond.

Insight Report | February 17, 2022 Premium

Instacart’s Next Growth Steps: IPO, Acquisitions, Rapid Delivery and More

Instacart is reportedly preparing for an IPO (initial public offering) in 2022. We examine the grocery delivery provider’s actions to diversify its service offerings beyond logistics, covering recent acquisitions and initiatives in fulfillment as a service and rapid delivery.

Deep Dive | February 10, 2022 Premium

Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.

The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more.

Deep Dive | February 2, 2022 Premium

M&A in Apparel and Footwear: Strong US and UK Growth Opportunities

We analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond.

Deep Dive | February 1, 2022 Premium

M&A in the Global Luxury Market: Four Key Areas of Growth

We have seen a flurry of interesting acquisitions and investments in the global luxury market in recent years. We discuss selected major M&A (mergers and acquisitions) deals in 2021 and explore the key growth areas in luxury business expansion moving forward.