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.

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.

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.