Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 23, 2022 Premium US Menswear Retailing: A Fragmented Market with Opportunities in Occasion Wear and Inclusive ApparelWe analyze the US menswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunity in plus-size apparel. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 20, 2022 Premium Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine PortfoliosThis Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A. Read More
Insight Report | June 16, 2022 Premium Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable MarketsWe analyze four strategies US apparel specialty retailers are using to grow their total addressable markets: product category expansion, unlocking the power of new audiences, ramping up their presence in untapped geographies and bolstering distribution channels. We assess these strategies through the lens of five leading retailers: American Eagle Outfitters, Foot Locker, Gap Inc., Lululemon Athletica and Victoria’s Secret. Read More
Deep Dive | June 16, 2022 Premium Think Tank: Livestreaming E-Commerce Gains Ground in the USThe live shopping landscape is growing more competitive as consumer adoption increases. In this Think Tank, we explore the livestreaming e-commerce market in the US, including its size, market factors and themes we are watching. Read More
Deep Dive | June 15, 2022 Premium Think Tank: Seizing Social Commerce Opportunities in the USSocial commerce has become a key channel for retail companies to offer a seamless shopping experience. In this Think Tank, we explore the social commerce market in the US, including its development, market factors and trends we are watching. Read More
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 Databank Members 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