August 26, 2021 Deep Dive Premium Head-to-Head in Sportswear: Adidas vs. NIKEAs part of Coresight Research’s Head-to-Head series, we compare Adidas and NIKE, the two largest sportswear companies globally. In this report, we provide insights into the two companies’ revenues, as well as sales channels, key strategies, and diversity and inclusion initiatives.
August 25, 2021 Insight Report Premium US Back to School 2021: Popular Product Categories This Season To Be Determined by Potential Return to In-Person ClassesAs part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season.
August 24, 2021 Insight Report Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart 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 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.
August 24, 2021 Insight Report Register for Free Access Not Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment OpportunityLeveraging their mall-based stores to fulfill online orders presents huge opportunity for retailers to reduce store-based inventories, manage reverse logistics, meet consumer demand more efficiently and thus improve their top and bottom line. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity, with a focus on the “ship from store” order-fulfillment model.
August 20, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% 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, Lowe’s and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK.
August 18, 2021 Insight Report 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.
August 18, 2021 Insight Report 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.
August 17, 2021 Insight Report 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.
August 16, 2021 Deep Dive Databank Members 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.
August 13, 2021 Insight Report 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.
August 13, 2021 Store Tracker Databank Members 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.
August 12, 2021 Insight Report 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.
August 11, 2021 Deep Dive 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.
August 10, 2021 Insight Report 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.
August 10, 2021 Deep Dive Databank Members 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.
