Deep Dive | July 11, 2022 Premium The Evolving Gender-Free Category: Trends and Opportunities in Apparel, Footwear, Jewelry and BeautyWe examine the growing gender-free category with evidence of its evolution through more mainstreaming of gender identity, legal requirements, store openings, product launches and celebrity brands. We also analyze how education and fit are considerations for any brand or retailer considering entering the category. Read More
Deep Dive | July 7, 2022 Premium Playbook: Digitalization for Faster, Closer and More Sustainable SourcingIn this Playbook, we present five key pandemic-led sourcing trends and the strategies retailers and brands globally can use to overcome sourcing hurdles, driving efficiencies in their supply chain. We cover digitalization, acquisitions, sustainability and more. Read More
Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More
Store Tracker | July 1, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 26: US Store Openings Up 3% 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 Alimentation Couche-Tard, Buc-ee’s and Chico’s, among others, in the US and FatFace, Frasers Group and HMV, among others, in the UK. Read More
Insight Report | June 30, 2022 Premium US Apparel and Beauty Spending Tracker: May 2022’s Clothing and Footwear Spending Up 4% Year over YearThe 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 May 2022, showing that spending is up 4% year over year. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More
Insight Report | June 23, 2022 Premium May 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates; Ticket Weakens Due to InflationIn our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. May 2022’s data shows traffic and tickets weakening. Read More
Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 21, 2022 Premium Head-to-Head in the Global Beauty Market: Estée Lauder vs. L’OréalEstée Lauder and L’Oréal are two of the biggest players in the global beauty market. As part of our Head-to-Head series, we compare the two beauty companies’ revenues, business strategies and operating margins. Read More
Deep Dive | June 20, 2022 Premium Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine PortfoliosThis Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A. Read More
Store Tracker | June 17, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 24: Amazon and BJ’s Wholesale Club Announce Store Expansion PlansOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, BJ’s Wholesale Club and Casey’s General Stores, among others, in the US and Boots, Costcutter and Deichmann, among others, in the UK. Read More
Deep Dive | June 16, 2022 Premium Think Tank: Livestreaming E-Commerce Gains Ground in the USThe live shopping landscape is growing more competitive as consumer adoption increases. In this Think Tank, we explore the livestreaming e-commerce market in the US, including its size, market factors and themes we are watching. Read More
Insight Report | June 16, 2022 Premium Livestreaming Latest, June 2022: Battle for Creators on Social Media Platforms IntensifiesAs part of our Livestreaming Latest series, we present recent developments and notable trends in the global livestreaming space—centered around content creators and gamification. We also offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | June 15, 2022 Premium Think Tank: Seizing Social Commerce Opportunities in the USSocial commerce has become a key channel for retail companies to offer a seamless shopping experience. In this Think Tank, we explore the social commerce market in the US, including its development, market factors and trends we are watching. Read More