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Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.

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Head-to-Head in European Online Apparel Retailing: ASOS vs. Zalando

We analyze leading European online apparel companies ASOS and Zalando, covering their business models; fast-fashion positioning and pricing strategies; financial metrics, including revenue growth, operating margins, marketing and fulfillment cost ratios; shopper profiles; automation and data-driven strategies; strategic partnerships and sustainable initiatives.

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The On-Demand Manufacturing Revolution in Apparel: Five Factors Fueling Growth

To combat supply chain challenges and reduce overhead costs, many apparel brands and retailers are turning to on-demand manufacturing, either through in-house capabilities or partnerships. We analyze findings from a Coresight Research survey of US-based apparel brands and retailers to identify five key factors that are fueling the growth of on-demand manufacturing in the apparel industry—covering sustainability, advanced technologies and more.

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Livestreaming Latest, May 2022: TikTok, Media Companies and Leading Retailers Drive the Global Expansion of Live Shopping

As 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 increasing popularity of TikTok live shopping, partnerships with media companies, and livestreaming campaigns by leading retailers. We also offer examples of recent livestreaming events from retail companies globally.

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