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 Databank Members 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 Navigators/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 Databank Members 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
Insight Report | January 27, 2022 Premium Chinese New Year 2022 Preview: Retail, Travel and Tiger-Themed ProductsChinese New Year, which this year falls on February 1, is the single most important holiday of the year in Chinese culture. We look at what to expect from this annual retail opportunity. Read More
Deep Dive | January 27, 2022 Premium US Athleisure Market: Casualization and Wellness Trends Drive GrowthAthleisure has seen strong demand over the last few years, driven by growing enthusiasm for wellness fitness activities as well as the acceleration of the casualization trend amid the pandemic. We discuss the US athleisure market, including market size, competitive landscape and key trends. Read More
Deep Dive | January 24, 2022 Databank Members US Consumer Tracker: Omicron Avoidance Begins To EaseIn this week’s US Consumer Tracker, we present consumer habits that suggest avoidance of public places in the face of Omicron is beginning to ease. Read More
Insight Report | January 24, 2022 Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data. Read More
