Market Navigators/Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Deep Dive | December 8, 2021 Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin. Read More
Insight Report | December 7, 2021 Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger. Read More
Deep Dive | December 7, 2021 Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. Read More
Deep Dive | December 7, 2021 Databank Members US Consumer Tracker: Omicron Variant Drives Heightened Consumer ConcernUS consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | December 6, 2021 Premium The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption. Read More
Store Tracker | December 3, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% 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 Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Deep Dive | December 1, 2021 Premium Head-to-Head in Apparel: PVH vs. Ralph LaurenAs part of Coresight Research’s Head-to-Head series, we compare leading global apparel brand owners PVH and Ralph Lauren. We provide insights into four key elements of their businesses: revenue, business coverage, brand mix and innovation. Read More
Deep Dive | November 30, 2021 Premium Retail-Tech Landscape: Mass CustomizationMass customization allows brands and retailers to offer certain made-to-order features of a product—allowing them to be more customer-centric to differentiate their offerings while still keeping costs closer to that of mass-produced products. This Retail-Tech Landscape comprises selected startups globally whose technology solutions support retailers in implementing mass customization, covering 3D printing, visualization and scanning, and more. Read More
Insight Report | November 30, 2021 Premium Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap. Read More
Deep Dive | November 30, 2021 Databank Members US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Insight Report | November 26, 2021 Premium US Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by 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 October 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Store Tracker | November 26, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% 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 CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK. Read More