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
Store Tracker | May 6, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% 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 Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK. Read More
Deep Dive | May 4, 2022 Premium US Social Commerce Survey 2022: Capitalizing on Social Media Influence in RetailWe present insights into social media shopping in the US, using findings from our latest social commerce survey. We explore the role of social media in the shopping journey, covering platforms, product categories, shopper demographics, influencers and livestreaming. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party 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 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Store Tracker | April 29, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 17: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ashley HomeStore, Barnes & Noble and Faherty Brand in the US and Decathlon, Hobbycraft and JD Sports in the UK. Read More
Insight Report | April 29, 2022 Premium US Apparel and Beauty Spending Tracker: March 2022 Clothing and Footwear Growth Slows to 3%The 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 March 2022, showing that spending is up 3% year over year. Read More
Deep Dive | April 29, 2022 Premium US Women’s Underwear Market: The Future Is Shapewear, Sports and TeensWe analyze the growing US women’s underwear market, covering how it has been influenced by casualization and inclusivity as well as examining factors driving its growth, the competitive landscape and five themes we are watching. We estimate the market size through 2026. Read More
Event Coverage | April 26, 2022 Premium Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives. Read More
Insight Report | April 22, 2022 Premium March 2022 UK Retail Sales: Volumes Slump as Inflation Finally Hits Consumers’ PocketsIn March 2022, UK retail sales volumes fell 2.5% year-over-year while online sales declined by 20.6%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Store Tracker | April 22, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 16: US Store Openings Approach 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, features highlights from Uniqlo, Walmart and West Elm in the US and Dunelm, Sweaty Betty and Tesco in the UK. Read More
Insight Report | April 20, 2022 Premium M&A in Jewelry Retail: How US Retailers Can Capitalize on Growth OpportunitiesMergers and acquisitions (M&A) are on the rise in US jewelry retail. We explore how US retailers can capitalize on opportunities as well as analyze the focus areas for growth with examples of recent transactions. Read More
Insight Report | April 19, 2022 Premium India Retail Insights: Retail and Retail-Tech—Upcoming IPOs in 2022As part of our India Retail Insights series, we examine upcoming initial public offerings (IPOs) in India in the retail and retail-tech sectors and discuss key reasons for the recent rise in India’s IPO activity. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 16.5%In March 2022, total US nonfood store traffic increased by 16.5% year over year, lower than February’s growth of 31.9% 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
