Insight Report | September 23, 2022 Premium August 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Accelerates to 7.5%In our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. August 2022’s data shows traffic grew 7.5% year over year. Read More
Event Coverage | September 22, 2022 Premium Ralph Lauren Investor Day 2022: Company Targets Mid- To High-Single-Digit Revenue CAGR by Fiscal 2025The Coresight Research team attended Ralph Lauren’s Investor Day on September 19, 2022. We present insights from the event, covering the company’s financial targets and its strategy. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 20, 2022 Premium August 2022 China Retail Sales: Total Sales Pick Up; Most Sectors Report Positive GrowthWe review the latest data for retail sales in China showing that in August 2022, year-over-year sales grew 5.1%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 20, 2022 Premium Inside Gap Inc.’s Lab Stores: Observations Through the Lens of the BEST FrameworkEarlier this year, members of the Coresight Research team visited Gap Inc.’s four laboratory stores, located near the company’s San Francisco, California headquarters. We view the stores through the lens of our proprietary BEST framework. Read More
Insight Report | September 19, 2022 Premium August 2022 UK Retail Sales: Volume Declines Deepen as Inflation JumpsIn August 2022, UK retail sales volumes fell 5.2% year over year while values grew 3.6%. Online sales declined by 9.5%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | September 16, 2022 Premium August 2022 US Retail Sales: Value Growth Strengthens but Real Declines ContinueAugust 2022 US retail sales, excluding gasoline and automobiles, grew 7.9% year over year. Using data from the US Census Bureau, we look at which retail sectors saw sales increases and which declined. Read More
Insight Report | September 14, 2022 Free Report Research Highlights: Adaptive Apparel in the USWe offer selected insights from Coresight Research’s Think Tank on the adaptive apparel market opportunity in the US. We present key findings from our July 2022 US consumer survey on adaptive needs and shoppers’ preferences and behaviors. Read More
Market Outlook | September 13, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Fashion Spend Grows Even as Shoppers Tighten Their BeltsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, market factors, e-commerce, the competitive landscape and six key themes we are watching. Read More
Deep Dive | September 9, 2022 Premium Reviewing America’s Retail Bankruptcies: A Slowdown in 2022 but Warning Signs AheadAmerica’s retail bankruptcies are at a record-low level, but several factors indicate that they might rise in late 2022 or early 2023. We analyze why bankruptcies have slowed in 2022 and the factors leading to their resurgence. We also detail the two major retail bankruptcies in year-to-date 2022: Buyk and Revlon. Read More
Insight Report | September 5, 2022 Premium Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Best Buy, Big Lots, Five Below and Lululemon Athletics, among others. Read More
Insight Report | August 30, 2022 Premium US Apparel and Beauty Spending Tracker: July 2022 Clothing and Footwear Spending Jumps 6.5% 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 July 2022, showing that clothing and footwear spending is up 6.5% year over year. Read More
Insight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others. Read More
Market Outlook | August 30, 2022 Premium Market Outlook: India Retail—On the Path to $1 Trillion, Supported by Demographics and DigitalIn this Market Outlook, we explore the retail sector in India in 2022 and beyond, including consumer spending growth, projections of core retail categories, market factors driving growth, the online market, the competitive landscape and key market themes. Read More
Deep Dive | August 25, 2022 Premium 10 Trends in the Global Fast-Fashion MarketFast fashion is one of the fastest-growing markets in global apparel and footwear. We identify and analyze 10 trends, ranging from multiyear trends such as sustainability to emerging trends such as entry into the metaverse space. Read More
