Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe 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. Read More
Market Navigators/Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn 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. Read More
Deep Dive | November 23, 2021 Premium Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACsIn 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). Read More
Insight Report | November 11, 2021 Premium Retailers Look to Digitally Native Vertical Brand M&A for ExpansionIn 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. Read More
Deep Dive | October 22, 2021 Premium Head-to-Head in Luxury: Kering vs. LVMHAs 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. Read More
Deep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe 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. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn 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. Read More
Flash Report | July 5, 2021 Register for Free Access Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft LuxuryOn 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. Read More
Deep Dive | June 14, 2021 Premium IPOs in Retail: Strong Growth Opportunities in the US and the UKThere 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. Read More
Deep Dive | June 10, 2021 Premium How Updated Laws Are Impacting the Outcomes of US Retail Bankruptcies TodayIn 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. Read More
Insight Report | April 27, 2021 Premium M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To ContinueBeauty 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. Read More
Deep Dive | April 8, 2021 Premium Think Tank: SPACs in Retail—What Rapid Expansion Means for RetailersCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs. Read More
Insight Report | March 24, 2021 Premium India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail PresenceAs part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket. Read More
Flash Report | February 18, 2021 Register for Free Access Tractor Supply Company Acquires Orscheln Farm and HomeIn this free report, we discuss the agreement reached by US retailer Tractor Supply Company on February 17, 2021, to acquire US farm and ranch retailer Orscheln Farm and Home. Read More
Deep Dive | February 2, 2021 Register for Free Access Retail 2021: Global TrendsWe present our key global retail and consumer trends for 2021, which fall under five umbrellas: the new consumer; the future of physical retail; the evolution of digital retail; doing good is good business; and discovering ways of transacting. The trends range from some of the biggest, multiyear, multicategory trends such as wellness and sustainability to more nascent or niche trends such as livestreaming and experiential e-commerce. In this free report, our analysts outline their predictions, as well as the details and impacts of each trend on various retail sectors and regions. Read More
