Insight Report | September 1, 2021 Premium Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel MarketStitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model in detail, highlighting the company’s major growth strategies and revenue drivers. Read More
Insight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises 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 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Insight Report | August 31, 2021 Premium India Retail Insights: The Future of Brick-and-Mortar RetailBrick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players. Read More
Deep Dive | August 30, 2021 Databank Members US Consumer Tracker: Mall Visits Increase Despite Heightened Shopper CautionOur latest survey report assesses the impact of opposing drivers of consumer behavior: back-to-school shopping and increased caution due to the spread of the Covid-19 Delta variant. 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
Insight Report | August 30, 2021 Premium US Apparel Subscription E-Commerce: Market Growth, Key Models and Profit-Boosting Strategies for Brands and RetailersThe US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020. We discuss our market outlook, competitive landscape, subscription models and strategies for apparel subscription businesses to improve profitability. Read More
Store Tracker | August 27, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 34: 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 Buehler’s Fresh Foods, Dunham’s Sports and Total Wine in the US and B&Q, Iceland and Planet Organic in the UK. Read More
Deep Dive | August 26, 2021 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. Read More
Insight Report | August 25, 2021 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. Read More
Insight Report | August 24, 2021 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. Read More
Insight Report | August 24, 2021 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. Read More
Store Tracker | August 20, 2021 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. Read More
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