Deep Dive | November 23, 2022 Premium US CBD Survey 2022: Consumers Want More CBD Products from Trusted Retailers and BrandsWe analyze proprietary survey data on the US CBD consumer, showing that consumers are seeking more products from trusted brands and retailers. We report their average spending, reasons and methods for consumption and where consumers purchase CBD. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. Read More
Deep Dive | November 22, 2022 Premium US Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer BehaviorWe analyze inflation’s impact on US consumer behavior. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | November 18, 2022 Premium Singles’ Day 2022: Immersive Virtual Experiences Boost EngagementAs part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches. Read More
Deep Dive | November 18, 2022 Premium Singles’ Day 2022: Making an Impact Around the WorldSingles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China. Read More
Insight Report | November 17, 2022 Premium Singles’ Day 2022: New Products, Entrants and Trends—Brands Capitalize on Immersive Technologies and Virtual ProductsAs part of our Singles’ Day 2022 coverage, we discuss new products, entrants and trends that emerged during this year’s festival—specifically those that surfaced on the platforms of Alibaba and JD.com—and how they tie into ongoing retail themes in China. Read More
Insight Report | November 16, 2022 Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable ShoppingIn our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date. Read More
Insight Report | November 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Deep Dive | November 14, 2022 Premium US Apparel Accessories Retailing: New Opportunities Support RecoveryWe analyze the US apparel accessories market, presenting the market size, factors, a competitive landscape, proprietary survey data and themes we are watching. A full recovery is set to take place in 2023, with growing opportunities in gender-neutral accessories. Read More
Insight Report | November 11, 2022 Premium India Retail Insights: The Open Network for Digital Commerce—Supporting Small Sellers and Curbing Digital MonopoliesThe ONDC is an initiative from the Indian government to promote a countrywide open network for e-commerce. We provide an overview of the ONDC, including its objectives, features, network components, opportunities and the challenges it faces. Read More
Market Outlook | November 11, 2022 Premium Market Outlook: China Apparel and Footwear—Domestic Brands Gain Shares in a Slowing Retail EnvironmentIn this Market Outlook, we discuss the growth trajectory of China’s apparel and footwear market in a pandemic-impacted retail environment and explore the competitive landscape and key trends that are driving demand. Read More
Event Coverage | November 9, 2022 Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term GrowthAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives. Read More
Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Deep Dive | November 8, 2022 Premium US Consumer Tracker: Downturn in Purchases Across the BoardPurchases were down across the board this week. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More