Insight Report | May 25, 2022 Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others. Read More
Deep Dive | May 24, 2022 Premium US Consumer Tracker: In-Store Spending Falters as Avoidance Rises Once MoreIn-store shopping is already feeling the impact of rising Covid-19 cases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | May 23, 2022 Premium Head-to-Head in European Online Apparel Retailing: ASOS vs. ZalandoWe analyze leading European online apparel companies ASOS and Zalando, covering their business models; fast-fashion positioning and pricing strategies; financial metrics, including revenue growth, operating margins, marketing and fulfillment cost ratios; shopper profiles; automation and data-driven strategies; strategic partnerships and sustainable initiatives. Read More
Insight Report | May 23, 2022 Premium Are NFTs a Game Changer in Retail Supply Chains?Although the metaverse is expanding exponentially, with non-fungible tokens (NFTs) and blockchain technology making further inroads into retail, the application NFT technology within retail supply chains is still nascent. We discuss how NFTs can improve supply chain traceability, enhance authentication and boost security. Read More
Store Tracker | May 20, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 20: US Store Closures Down by Two-Thirds Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ahold Delhaize, Best Buy and Cotton On in the US and Angling Direct, Dune London and The Food Warehouse in the UK. Read More
Deep Dive | May 20, 2022 Premium Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit ChinaWe analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more. Read More
Insight Report | May 18, 2022 Premium April 2022 US Retail Sales: Growth Strengthens but Volumes Remain Down Year over YearApril 2022 US retail sales, excluding gasoline and automobiles, grew by 6% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Deep Dive | May 18, 2022 Register for Free Access The On-Demand Manufacturing Revolution in Apparel: Five Factors Fueling GrowthTo combat supply chain challenges and reduce overhead costs, many apparel brands and retailers are turning to on-demand manufacturing, either through in-house capabilities or partnerships. We analyze findings from a Coresight Research survey of US-based apparel brands and retailers to identify five key factors that are fueling the growth of on-demand manufacturing in the apparel industry—covering sustainability, advanced technologies and more. Read More
Insight Report | May 17, 2022 Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others. Read More
Insight Report | May 17, 2022 Premium Livestreaming Latest, May 2022: TikTok, Media Companies and Leading Retailers Drive the Global Expansion of Live ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the increasing popularity of TikTok live shopping, partnerships with media companies, and livestreaming campaigns by leading retailers. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | May 13, 2022 Premium April 2022 US Retail Traffic and In-Store Metrics: Easter Weekend Strengthens TrafficIn April 2022, total US nonfood store traffic increased by 20.9% year over year, higher than March’s growth of 16.5% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Store Tracker | May 13, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 19: Savage X Fenty Announces Physical Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble and Savage X Fenty in the US and Evans Cycles, The Food Warehouse and Hobbycraft in the UK. Read More
Deep Dive | May 11, 2022 Premium Inflation and Apparel: How US Retailers and Consumers Are RespondingIn this inflationary environment, apparel retailers are faced with high input costs while consumers are coping with wages that haven’t kept pace with inflation. We analyze the factors driving apparel inflation, the strategies different retailers are taking to save costs and the ways consumers are changing their spending. Read More
Insight Report | May 11, 2022 Premium Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others. Read More
Deep Dive | May 6, 2022 Premium Retail-Tech Landscape: Digitally Native Vertical Brands (DNVBs)Digitally native vertical brands (DNVBs) position their success on their ability to directly understand and respond to today’s consumers’ unmet needs. We present selected digitally native vertical brands across compelling online retail categories Find more DNVBs on our new DNVB Databank, under the Data tab of this website. Read More
