Company Profile | August 18, 2021 Premium Hudson’s Bay (TSX: HBC) Company ProfileHudson’s Bay Company is a Canada-based retailer of apparel, beauty, grocery and home-improvement products. Headquartered in Brampton, Ontario, the company operates across Canada and the US. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases SurgeIn July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | August 16, 2021 Premium US Consumer Tracker: Consumers Retreat from Stores, Malls and Restaurants as Covid-19 Cases RiseAs Covid-19 cases rise in the US, we explore how consumer behavior is changing. Our latest weekly survey report presents findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | August 13, 2021 Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability. Read More
Store Tracker | August 13, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 32: US Store Closures Down 28% 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 Allsup’s, Hibbett Sports and Hudson in the US and Bensons for Beds, Holland & Barrett and Signet Jewelers in the UK. Read More
Insight Report | August 12, 2021 Premium Livestreaming Latest, August 2021: M&A and Investments Continue; Brands Diversify Product Catalogs and Connect with CommunitiesAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the rapid launch of new brands, diversifying product catalogs and brands’ efforts to connect with consumer communities. We also offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching. Read More
Insight Report | August 10, 2021 Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation. Read More
Deep Dive | August 10, 2021 Premium US Consumer Tracker: Amazon Prime—Why Members Join the Program and Why Other Shoppers Don’tOur latest survey report reviews Amazon Prime membership among US consumers, including the reasons shopper do or do not join the program. We also present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Company Profile | August 9, 2021 Premium Rent the Runway Company ProfileRent the Runway is an online platform for accessories, apparel and footwear rental. Headquartered in New York City, the company operates in the US. Read More
Store Tracker | August 6, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 31: US Store Openings Up 48% 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 Farm Stores, Presidente Supermarkets and Rolex in the US and Disney, Frasers Group and The Range in the UK. Read More
Market Outlook | August 5, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US RecoveryIn Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market. Read More
Innovator Profile | August 5, 2021 Premium Innovator Profile: Livescale Enables Seamless Live Shopping ExperiencesAs part of our Innovator Profile series, we profile Livescale, a platform that provides e-commerce infrastructure for brands and retailers to host seamless and engaging live shopping experiences. This report is sponsored by Livescale. Read More
