Market Outlook | April 11, 2022 Premium Market Outlook: US Off-Price Retailing Continues Growth and ExpansionWe analyze the growth prospects for the US off-price sector in 2022 and beyond, and examine the sector’s recent performance and competitive landscape. We present key trends we are watching. Read More
Store Tracker | April 8, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 14: US Store Openings Up 12% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 99 Ranch, Bass Pro and Trader Joe’s in the US and IKEA, Moss Bros and The Sofa Workshop in the UK. Read More
Market Outlook | April 6, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling ModelsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching. Read More
Insight Report | April 5, 2022 Premium India Retail Insights: Supply Chain Disruption and Strategies To Address ChallengesAs part of our India Retail Insights series, we examine supply chain woes impacting retail—primarily caused by the Covid-19 pandemic and the Russia-Ukraine war—and discuss how retailers can address disruption. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Store Tracker | March 31, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 13: US Store Openings Up 8% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Marc’s, Walmart and WinCo Foods in the US and Hamleys, Pandora and Rituals in the UK. Read More
Event Coverage | March 31, 2022 Register for Free Access Shoptalk 2022 Day Four and Wrap-Up: Key Retail Trends Include Personalization, Livestreaming and the MetaverseWe present our top insights from the fourth and final day of Shoptalk 2022, held on March 30, as well as the key trends that were discussed throughout the event, This report covers personalization, livestreaming, the metaverse and more. Read More
Deep Dive | March 30, 2022 Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 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
Store Tracker | March 25, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 12: US Store Closures Down 56% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Boot Barn, Dillard’s and Whole Foods Market in the US and Adidas, Peacocks and River Island in the UK. Read More
Deep Dive | March 22, 2022 Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators. Read More
Deep Dive | March 22, 2022 Premium Inclusivity in Retail: Trends from 2021, Learnings for 2022Inclusivity is one of the biggest movements retail today. We explore progress in 2021 and present our expectations for the development of inclusivity in retail in 2022, across areas such as adaptive products, gender-free and plus-size offerings, and the diversification of suppliers. Read More
Store Tracker | March 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 11: US Store Openings Up 9% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Express, Kmart and Shoe Station in the US and Dunelm, Primark and Swift in the UK. Read More
Deep Dive | March 17, 2022 Premium Think Tank: Venture Capital Funding for US RetailersVenture capital (VC) funding in retail is increasing in volume. Our Think Tank explores which retail sectors are receiving the most funding, the trends that are contributing to the high volume of VC funding and details on recently completed and active VC transactions. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More