Luxury

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | July 8, 2021 Premium

Gender-Free Products: A Growing Market Opportunity

Diverse representation across gender identification is driving growth in retail categories including apparel and footwear, accessories and beauty. We discuss the emergence and evolution of the gender-free product category, highlighting opportunities for brands and retailers.

Market Navigators/Market Outlook | July 7, 2021 Premium

Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.

Flash Report | July 5, 2021

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Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft Luxury

On June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies.

Store Tracker | July 2, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK.

Deep Dive | June 28, 2021 Premium

1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes.

Event Coverage | June 28, 2021

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Insights from the AAFA American Image Awards: Diversity, Sustainability, Digital Innovation

We present key insights from the 2021 AAFA American Image Awards, including the industry’s efforts to improve sustainability and the innovations retailers are building into their recovery strategies.

Store Tracker | June 25, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 25: US Store Closures Down Year over Year for the First Time in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, Rothy’s and Wawa in the US and Abercrombie & Fitch, Kate Spade and Suit Direct in the UK.

Insight Report | June 24, 2021 Premium

1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year Basis

Our 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 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.

Store Tracker | June 18, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 24: US Store Closures Up 4% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dillard’s, Hermès and Schnucks in the US and Amazon, Debenhams and Toolstation in the UK.

Insight Report | June 17, 2021 Premium

May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year Basis

In May 2021, total US nonfood store traffic declined by 26.7% on a two-year basis (as compared to May 2019), strengthening from April’s 28.4% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | June 2, 2021 Premium

Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.

Insight Report | June 1, 2021 Premium

New Retail in China: Alibaba To Open 10 More Membership-Only Wholesale Stores in 2021

We discuss recent developments in New Retail in China, including Alibaba’s plans for 10 new Freshippo X stores, JD.com and Louis Vuitton’s new joint shopping model and the newly announced memorandum of understanding between Tencent Cloud and Premier Anti-Aging.

Insight Report | May 18, 2021 Premium

Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.

Insight Report | May 18, 2021 Premium

US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support Growth

The US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market.

Insight Report | May 18, 2021 Premium

April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the Month

In April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.