Insight Report | June 13, 2022 Premium Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and IdentitiesWe analyze opportunities for the fashion industry in the metaverse, covering product sales, marketing and brand building. While the metaverse is still in its infancy, half of the fashion brands and retailers in the Coresight 100 have entered the space. Read More
Insight Report | June 7, 2022 Premium Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ Sales DeclineOur 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 29, 2022, namely Big Lots, Capri Holdings, Lululemon, PVH Corp. and RH. Read More
Store Tracker | June 3, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 22: Couche-Tard and Sears Hometown Announce Store Closure PlansOur 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, American Eagle Outfitters and Sears Hometown in the US and B&M, HMV and Nisa in the UK. Read More
Deep Dive | June 1, 2022 Premium Playbook: Succeeding with Alternative Models in Retail–Resale, Subscription and RentalIn this Playbook, we present six key strategies for retailers to capitalize on the benefits of three alternative models in retail: resale, subscription and rental. We discuss examples of each strategy and analyze how retailers can unlock new opportunity with each model. Read More
Insight Report | May 31, 2022 Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales DeclineOur 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 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others. Read More
Insight Report | May 25, 2022 Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales DeclineOur 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. Read More
Deep Dive | May 23, 2022 Premium Head-to-Head in European Online Apparel Retailing: ASOS vs. ZalandoWe 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. Read More
Insight Report | May 23, 2022 Premium Are NFTs a Game Changer in Retail Supply Chains?Although the metaverse is expanding exponentially, with non-fungible tokens (NFTs) and blockchain technology making further inroads into retail, the application NFT technology within retail supply chains is still nascent. We discuss how NFTs can improve supply chain traceability, enhance authentication and boost security. Read More
Deep Dive | May 20, 2022 Premium Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit ChinaWe analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more. Read More
Deep Dive | May 11, 2022 Premium Inflation and Apparel: How US Retailers and Consumers Are RespondingIn this inflationary environment, apparel retailers are faced with high input costs while consumers are coping with wages that haven’t kept pace with inflation. We analyze the factors driving apparel inflation, the strategies different retailers are taking to save costs and the ways consumers are changing their spending. Read More
Deep Dive | May 6, 2022 Premium Retail-Tech Landscape: Digitally Native Vertical Brands (DNVBs)Digitally native vertical brands (DNVBs) position their success on their ability to directly understand and respond to today’s consumers’ unmet needs. We present selected digitally native vertical brands across compelling online retail categories Find more DNVBs on our new DNVB Databank, under the Data tab of this website. Read More
Event Coverage | April 26, 2022 Premium Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives. Read More
Deep Dive | April 19, 2022 Premium US Livestreaming E-Commerce Survey 2022: Demand for Entertainment Drives ViewershipWe present insights into the current state of the livestreaming market in the US, using findings from our latest livestreaming consumer survey. We explore the role of livestreaming in the shopping journey, covering the market’s size, conversion rate and different formats. Read More
Deep Dive | April 14, 2022 Premium Head-to-Head in the US Women’s Underwear Market: Aerie vs. Victoria’s SecretThe competitive US underwear market is led by rivals Aerie and Victoria’s Secret. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, operating margins, business expansion and partnerships, digital strategies and more. Read More
Deep Dive | April 12, 2022 Premium Playbook: How Retailers Can Capitalize on Opportunities in IPOsIPOs are on the rise among retail companies. We analyze four key strategies for global retail companies to capitalize on growth opportunities through IPOs. We also detail a four-step action plan for brand owners and retailers seeking to go public via an IPO. Read More