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.

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.

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.