Insight Report | April 3, 2024 Premium Shein’s “Supply Chain as a Service”: Reshaping Retail LogisticsOnline fashion behemoth Shein is extending its small-scale, made-to-order model to third-party brands and designers. Explore the implications of the “supply chain-as-a-service (SCaaS)” initiative in this report. Read More
Analyst Corner | March 31, 2024 Register for Free Access Analyst Corner—Profit Potential for Preloved Products? A View of the US Fashion Resale Market with Sunny ZhengIn this week’s Analyst Corner, Sunny Zheng, Analyst, presents her take on the US fashion resale market, which has evolved from a single-billion-dollar market in 2008 to a $30+ billion market in 2023. Read More
Insight Report | March 21, 2024 Premium Zalando Strategy Update 2024: Now Targeting 15% of Europe’s Fashion MarketWe present insights from online fashion giant Zalando’s strategy update in March 2024. What are the company’s B2C and B2B strategies and 2028 targets? Read highlights from its management presentations to find out, and discover our take on the positioning of Zalando in Europe’s fashion market. Read More
Event Presentation | March 8, 2024 Premium Fashionomics: Mapping Consumer Sentiment and Trends—Insights Presented at the AAFA Executive Summit 2024From supply chain logistics to tech-enabled seamless shopping experiences, we paint a global picture of retail today, with a focus on China, India, the Middle East and Africa, and the UK and Europe. Read our full presentation from the American Apparel and Footwear Association (AAFA) Executive Summit. Read More
Event Presentation | February 22, 2024 Premium Industry Insights: Decoding Shein and TemuWe present the fundamentals of Chinese e-commerce leaders Shein and Temu, covering their business models, supply chains and technologies. Explore the companies’ development timelines and uncover key insights into the factors driving their success. We also reveal 10 essential actions for retailers to take to rival Shein and Temu, spanning marketing, logistics and more. Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Insight Report | February 12, 2024 Premium Introducing “Fast Luxury” and Its Implications for the Retail MarketThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Read More
Analyst Corner | January 28, 2024 Register for Free Access Weinswig’s Weekly: Fashion Retail’s Resilience in the Holiday SeasonThis week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector. Read More
Insight Report | December 26, 2023 Premium US Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear SpendingThe 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 November 2023, showing that clothing and footwear spending growth increased to 2.8% year over year Read More
Market Outlook | December 7, 2023 Premium US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical StoresDiscover the prospects for apparel and footwear retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | December 4, 2023 Premium US Apparel and Beauty Spending Tracker, October 2023: Clothing and Footwear Spending Up Low Single-Digits; Beauty Spending Growth Remains ResilientThe 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 October 2023, showing that clothing and footwear spending growth increased to 2.2% year over year Read More
Insight Report | November 30, 2023 Premium Five Ways AI Is Being Used in Apparel and Footwear RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the apparel and footwear sector, covering design innovation, intelligent production, virtual try-on and more. Read More
Insight Report | November 30, 2023 Premium Holiday 2023: Festive Frenzy of Social Commerce—Seven Social Media Strategies To Drive EngagementWe dive into trending retail-related posts, offering a curated glimpse into the creative strategies employed by these posts and providing a roadmap for companies seeking to make a lasting impact during the 2023 holiday season. Read More
Insight Report | November 28, 2023 Premium Data Dive: Shein in Numbers as It Files for a US IPOOn November 27, 2023, Shein was reported to have confidentially filed for a US initial public offering (IPO). We discuss data points from prior Coresight Research reports to help readers understand the scale of Shein in fast fashion. Read More