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 | April 8, 2021 Premium

Think Tank: SPACs in Retail—What Rapid Expansion Means for Retailers

Coresight 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.

Insight Report | March 24, 2021 Premium

India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail Presence

As 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.

Flash Report | February 18, 2021

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Tractor Supply Company Acquires Orscheln Farm and Home

In 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.

Deep Dive | February 2, 2021

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Retail 2021: Global Trends

We 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.

Event Coverage | July 30, 2020

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Coresight Research x Alibaba Group: Finding Growth in the China Market—Tapping the 6.18 Shopping Festival

Coresight Research and Alibaba Group hosted Amanda Baldwin, President at Supergoop!, and Erick Haskell, President of International at Allbirds, in a webinar to discuss how international brands can find growth in the China market by leveraging Alibaba’s Tmall Global e-commerce platform. We present an edited transcript from this webinar, which offers insights into consumer trends in China, the 6.18 shopping festival and the challenges presented by the Covid-19 crisis.

Company Profile | July 28, 2020 Premium

Kontoor Brands, Inc. (NYSE: KTB) Company Profile

Kontoor Brands is a US-based retailer of denim, apparel and accessories. Headquartered in Greensboro, North Carolina, the company operates in more than 65 countries.

Insight Report | July 9, 2020 Premium

Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis

We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.

Insight Report | June 29, 2020 Premium

VF Corporation: A Timeline of Key Events

This report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade.

Flash Report | May 12, 2020

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Target To Acquire Deliv’s Delivery Technology

Target is set to acquire technology from delivery services provider Deliv in May 2020. We outline Deliv’s capabilities and the benefits that its technology will offer Target, as well as discussing Target’s previous acquisitions in the delivery space.

Flash Report | April 28, 2020

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Facebook and Reliance Industries Trial Grocery Shopping via WhatsApp in India

Following Facebook’s investment into Reliance Jio Platforms on April 22, the social media company has joined hands with Reliance Industries to trial the JioMart online grocery shopping platform on WhatsApp. We examine this development and outline how the ordering system works on the messaging platform.

Flash Report | April 8, 2020

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Macy’s CFO Announces Departure, One Week after Companywide Furlough and Delisting from S&P 500

Macy’s has seen a string of developments in the past week, with the latest being the departure of its CFO, effective May 31, 2020. This comes on the heels of a companywide furlough and the company’s delisting from the S&P 500 last week.

Flash Report | March 16, 2020

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Former Home Depot CFO Carol Tomé To Succeed David Abney as UPS CEO

UPS has surprised company watchers by appointing the first outsider to serve as CEO. The former Home Depot CFO was credited with deliver huge gains in shareholder value, and now UPS hopes she can do the same for them.

Insight Report | February 3, 2020 Premium

The Home Depot: A Timeline of Key Events

Read about the key dates and milestones in Home Depot’s rise to becoming a US home-improvement icon. From its humble beginnings as a more or less giant hardware store when it was founded in 1978, Home Depot has grown into a home improvement staple with more than 2,200 stores.

Flash Report | January 31, 2020

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Estée Lauder Announces Global Leadership Promotions at Two of Its Billion-Dollar Brands and Two of Its Developing Brands

Estée Lauder has announced leadership changes at two if its billion-dollar brands (La Mer and MAC Cosmetics) and two of its developing brands (Le Labo and Dr. Jart+ / Do The Right Thing). The announcements come as the company continues to grow through acquisition and organically by reinvigorating heritage brands.

Flash Report | January 31, 2020

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H&M Appoints New CEO as Chairman Steps Down; Company Reports Profit Rise

H&M announced that Chairman Stefan Persson has stepped down after 20 years in the role, recommending to the board that current CEO Karl-Johan Persson succeed him. Under Persson’s leadership, H&M grew revenues 140% over a ten-year period, and, after a brief lull, more recently reported its first annual net profit increase since 2015.