Luxury

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Insight Report | January 4, 2023 Premium

3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow

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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter.

Company Profile | December 22, 2022 Premium

Signet Jewelers (NYSE: SIG) Company Profile

Signet Jewelers is a retailer of jewelry products. Headquartered in Bermuda, the company operates stores in Canada, Ireland, the UK and the US.

Deep Dive | December 21, 2022 Premium

US Fashion Resale Market: E-Commerce and Luxury Capture Greater Share

We analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability.

Insight Report | December 20, 2022 Premium

November 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic Declines

In our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. November 2022’s data shows traffic declined by 0.9% year over year.

Deep Dive | December 19, 2022 Premium

US Handbag Retailing: Opportunities in Vegan Leather and Resale

We analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label.

Deep Dive | December 8, 2022 Premium

Head-to-Head in Luxury: Kering vs. LVMH

As part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion.

Deep Dive | December 2, 2022 Premium

US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth Opportunity

We analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, a competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles.

Insight Report | November 28, 2022 Premium

Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and Canada

The Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more.

Insight Report | November 28, 2022 Premium

October 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates Further in October but Strengthens on Black Friday

In our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. October 2022’s data shows traffic growth declined to 4.1% year over year.

Insight Report | November 23, 2022 Premium

10.10 Shopping Festival 2022: 10 Key Takeaways

Coresight Research’s 10.10 Shopping Festival drew a global audience. We provide 10 takeaways, including consumers’ device preferences, peak traffic times, consumers’ interest in behind the scenes and food content, the clean beauty trend and more.

Deep Dive | November 23, 2022 Premium

Retail Innovators: Sustainability and Tech Enablers in the Luxury Ecosystem

As part of our Retail Innovators series, we present five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

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 Growth

Our 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.

Deep Dive | November 18, 2022 Premium

Singles’ Day 2022: Making an Impact Around the World

Singles’ 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.

Insight Report | November 17, 2022 Premium

Singles’ Day 2022: New Products, Entrants and Trends—Brands Capitalize on Immersive Technologies and Virtual Products

As 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.