Company Profile | November 11, 2022 Premium Ralph Lauren Corporation (NYSE: RL) Company ProfileRalph Lauren is a US-based brand owner of accessories, apparel and footwear. Headquartered in New York City, the company operates in Canada, China, Japan, South Korea, the UK, the US and 25 other countries. Read More
Company Profile | November 11, 2022 Premium Hanesbrands, Inc. (NYSE: HBI) Company ProfileHanesbrands is a US-based accessories and apparel brand owner. Headquartered in Winston-Salem, North Carolina, the company operates stores in Australia, China, Japan, Korea, the UK, the US and approximately 35 other countries. Read More
Company Profile | November 11, 2022 Premium Burlington Stores, Inc. (NYSE: BURL) Company ProfileBurlington Stores is a retailer of home products, menswear, women’s ready-to-wear apparel, accessories and footwear, and youth/baby apparel. Headquartered in Burlington, New Jersey, the company operates stores in the US. Read More
Market Outlook | November 11, 2022 Premium Market Outlook: China Apparel and Footwear—Domestic Brands Gain Shares in a Slowing Retail EnvironmentIn this Market Outlook, we discuss the growth trajectory of China’s apparel and footwear market in a pandemic-impacted retail environment and explore the competitive landscape and key trends that are driving demand. Read More
Deep Dive | November 9, 2022 Premium US Denim Retailing—New Styles Fuel GrowthWe analyze the US denim market, showing that growth continues with new styles as skinny is out. Our report covers the market size, drivers, competitive landscape and themes we are watching. Read More
Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Company Profile | November 7, 2022 Premium Levi Strauss & Co. (NYSE: LEVI) Company ProfileLevi’s is a US-based brand owner of accessories, casual and dress pants, footwear, jackets, jeans, shorts, skirts and tops. Headquartered in San Francisco, the company operates stores in the US and 110 other countries. Read More
Company Profile | November 3, 2022 Premium Adidas AG (DB: ADS) Company ProfileAdidas is a Germany-based brand owner and retailer of sportswear accessories, apparel and footwear. Headquartered in Bavaria, the company operates stores in Australia, China, the UK, the US and 15 other countries, plus e-commerce operations in over 160 countries. Read More
Insight Report | October 31, 2022 Premium US Apparel and Beauty Spending Tracker: September 2022 Clothing and Footwear Spending Up 3.5% Year over YearThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from September 2022, showing that clothing and footwear spending is up 3.5% year over year. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 31, 2022 Premium September 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 5.7%In our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. September 2022’s data shows traffic grew 5.7% year over year. Read More
Insight Report | October 27, 2022 Premium Global Vegan Apparel and Footwear Market: New Opportunities for Brands and RetailersWe analyze the growth of the global vegan apparel and footwear market, with a focus on four driving factors. We also provide a competitive landscape of selected brands and retailers in the market and offer key themes to watch. Read More
Deep Dive | October 26, 2022 Premium Head-to-Head in UK Apparel Retailing: Marks & Spencer vs. NextMarks & Spencer (M&S) and Next are two of the largest retailers in the UK’s apparel and footwear specialty retail space. As part of Coresight Research’s Head-to-Head series, we provide insights into the two companies’ revenues, as well as operating margins, shopper profiles, key strategic partnerships and acquisitions. Read More
Insight Report | October 24, 2022 Premium September 2022 UK Retail Sales: Deepest Real Declines for 30+ YearsIn August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
