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.

Company Profile | January 4, 2022 Premium

Chanel S.A. Company Profile

Chanel is a France-based retailer of apparel, accessories, cosmetics, jewelry, leather goods, perfumes and watches. Headquartered in Neuilly sur Seine, the company operates in Brazil, China, France, Germany, Hong Kong, Italy, Japan, Kuwait, Saudi Arabia, the UAE, the UK, the US and approximately 40 other countries.

Company Profile | December 27, 2021 Premium

Farfetch Limited (NYSE: FTCH) Company Profile

Farfetch is a UK-based retailer of accessories, apparel, bags, footwear and jewelry. Headquartered in London, the company operates stores in France, Italy, Japan, the UK and the US and sells online in over 190 countries.

Market Navigators/Market Outlook | December 20, 2021 Premium

Market Outlook: India E-Commerce—Heading Toward $200 Billion

In this Market Outlook, we explore e-commerce in India and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, investment activity, retail innovators and themes we are watching.

Deep Dive | December 15, 2021 Premium

2022 Global Retail Trends

We present the key global retail trends for 2022, which Coresight Research expects to be a year of transition for consumers and retailers. Our RESET framework for change provides retailers with a model for using that time to adapt to a new world marked by consumer-centricity.

Deep Dive | December 13, 2021 Premium

SPACs in Retail Outlook: Strong Opportunities for Retailers

The US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail.

Market Navigators/Market Outlook | December 8, 2021 Premium

Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong Growth

In this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends.

Deep Dive | November 23, 2021 Premium

Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACs

In this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs (special purpose acquisitions companies).

Insight Report | November 11, 2021 Premium

Retailers Look to Digitally Native Vertical Brand M&A for Expansion

In the past 24 months, many retailers have reevaluated their long-term product mix and overall portfolio, accelerated by the pandemic—driving a wave of mergers and acquisitions (M&A), especially with digitally native vertical brands (DNVBs). We analyze key trends in DNVB M&A activity.

Deep Dive | October 22, 2021 Premium

Head-to-Head in Luxury: Kering vs. LVMH

As part of Coresight Research’s Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into four key elements of their businesses, covering revenue, markets of operation, digital strategies and business expansion.

Deep Dive | July 15, 2021 Premium

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

We analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions.

Flash Report | July 5, 2021

Register for Free Access

UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion Deal

On July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector.

Flash Report | July 5, 2021

Register for Free Access

Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft Luxury

On June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies.

Deep Dive | June 14, 2021 Premium

IPOs in Retail: Strong Growth Opportunities in the US and the UK

There has been a significant rise in retail and consumer goods initial public offerings (IPOs) in the US and the UK in 2020 and the first half of 2021. We explore the opportunities and challenges facing private retailers and brand owners seeking to enter public markets via IPOs. We also discuss the aftermarket performance of recently completed IPOs and notable developments in the pipeline for 2021.

Deep Dive | June 10, 2021 Premium

How Updated Laws Are Impacting the Outcomes of US Retail Bankruptcies Today

In the context of a recent surge in retail bankruptcies, it is important for retailers to understand how updates to the US Bankruptcy Code impact retail bankruptcy outcomes today. We review pandemic-led bankruptcies in 2020 and year-to-date 2021, and offer recommendations for how US retailers filing for bankruptcy can improve their prospects for a successful turnaround.

Insight Report | April 27, 2021 Premium

M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To Continue

Beauty M&A (mergers and acquisitions) activity has rebounded quickly from Covid-19 and started off strong in 2021. In this report, we discuss the soft performance of 2020 and highlight notable deals that have kickstarted the market in 2021.