Deep Dive | February 14, 2022 Premium US Denim Market: An Inflection Point for Jeans as Skinny’s Dominance FadesThe US denim market bounced back in 2021 from a double-digit decline in 2020 and we expect to see further growth in 2022. We discuss growth estimates as well as the market’s competitive landscape, major drivers and key trends. Read More
Store Tracker | February 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 6: US Openings Up 6% as Aldi Announces Store Expansion PlanOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Charming Charlie and Scotch & Soda in the US, and Game, Hamleys and Sports Direct in the UK. Read More
Deep Dive | February 10, 2022 Premium Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more. Read More
Market Outlook | February 9, 2022 Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Insight Report | February 8, 2022 Premium Five Trends in US Off-Price Retail: External Pressures and Internal Shifts Drive Change for Traditional PlayersWe present five key trends in the US off-price retail sector, exploring external pressures and internal shifts, with examples of recent developments by major brands and retailers. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Deep Dive | February 7, 2022 Premium Head-to-Head in India’s Apparel Retail Market: Aditya Birla Fashion and Retail Limited vs. Arvind Fashions LimitedAs part of Coresight Research’s Head-to-Head series, we compare Aditya Birla Fashion and Retail Limited (ABFRL) and Arvind Fashions Limited (AFL), two major players in India’s apparel industry. We discuss six key elements of their businesses: revenue growth, brands and product groups, store portfolios, e-commerce and digital initiatives, growth strategies, and sustainability initiatives. Read More
Store Tracker | February 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 5: Store Expansion Plans Takes US Openings Past 2,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Academy Sports and Outdoors, Gucci, and Sears Hometown in the US, and Harrods, Kurt Geiger and Tesco in the UK. Read More
Deep Dive | February 2, 2022 Premium M&A in Apparel and Footwear: Strong US and UK Growth OpportunitiesWe analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond. Read More
Deep Dive | February 2, 2022 Free Report Headless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce PlayersMid-size retailers must take steps to maximize profitability in their e-commerce business. Leveraging proprietary US survey data, we explore the levers of profitability in e-commerce, why brands and retailers should capitalize on artificial intelligence, machine learning and predictive analytics, and how CaaS (commerce-as-a-service) can help improve profitability. This free report is sponsored by Nogin. Read More
Insight Report | February 1, 2022 Register for Free Access Introducing the New Coresight 100: Retail Companies To Watch for 2022Matching the rapid rate of change and evolution in the retail industry, we have reviewed and updated our Coresight 100 focus list to highlight the most important and influential brands and retailers that our readers and subscribers should pay attention to in 2022. Read More
Market Outlook | January 31, 2022 Premium Market Outlook: China’s Apparel and Footwear Market—Prospects for 2022 and BeyondIn this Market Outlook, we explore China’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, themes we are watching and retail innovators. Read More
Insight Report | January 31, 2022 Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company. Read More
Insight Report | January 31, 2022 Premium US Apparel and Beauty Spending Tracker: December 2021 Clothing and Footwear Spending Up by Over One-FifthThe 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 December 2021, which show continuing growth in consumer spending. Read More
Store Tracker | January 28, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 4: US Closures Down 65% 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, Buc-ee’s and Earth Fare in the US and Boots Opticians, CEF and Sweaty Betty in the UK. Read More