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Insight Report | February 1, 2022

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Introducing the New Coresight 100: Retail Companies To Watch for 2022

Matching the rapid rate of change and evolution in the retail industry, we have reviewed and updated our Coresight 100 focus list to highlight the most important and influential brands and retailers that our readers and subscribers should pay attention to in 2022.

Market Outlook | January 31, 2022 Premium

Market Outlook: China’s Apparel and Footwear Market—Prospects for 2022 and Beyond

In this Market Outlook, we explore China’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, themes we are watching and retail innovators.

Insight Report | January 27, 2022 Premium

Chinese New Year 2022 Preview: Retail, Travel and Tiger-Themed Products

Chinese New Year, which this year falls on February 1, is the single most important holiday of the year in Chinese culture. We look at what to expect from this annual retail opportunity.

Deep Dive | January 27, 2022 Premium

US Athleisure Market: Casualization and Wellness Trends Drive Growth

Athleisure has seen strong demand over the last few years, driven by growing enthusiasm for wellness fitness activities as well as the acceleration of the casualization trend amid the pandemic. We discuss the US athleisure market, including market size, competitive landscape and key trends.

Insight Report | January 24, 2022 Premium

Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail Sales

We review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data.

Insight Report | January 18, 2022 Premium

December 2021 US Retail Traffic and In-Store Metrics: Traffic Weakens, Ticket Strengthens as Shoppers Consolidate Trips

We analyze store traffic in December 2021 in the midst of rising Covid-19 cases, and review weekly shopper traffic trends through the month, plus traffic by retailer vertical, region and retailer location type.

Insight Report | January 12, 2022 Premium

Brand Mashups in Fashion: Benefits in Consumer Engagement, Access to New Markets and More

We explore the value of brand mashups (collaborations) in the fashion industry, highlighting three primary benefits of this strategy with examples of recent high-profile collaborations.

Market Outlook | January 6, 2022 Premium

Market Outlook: Global Fast Fashion—Poised for Strong Growth

In this Market Outlook, we explore the global fast-fashion industry and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching.

Deep Dive | January 5, 2022 Premium

America’s Retail Bankruptcies: 2021 Review

The US retail industry is navigating an unprecedented era of disruption and transformation. We review major US retail bankruptcies in 2021 in total and by notable retailers. We discuss the key factors that led selected retailers to collapse and compare the bankruptcy landscape in 2021 to 2020.

Deep Dive | January 4, 2022 Premium

The US Handbag Market: Sustainability and Resale Drive Growth

Following recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing.

Deep Dive | January 3, 2022 Premium

The US Eyewear Market: Putting the $50 Billion Category in Focus

We discuss the US eyewear market and what brands and retailers are doing to better serve this segment of the accessories industry.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Company Profile | December 26, 2021 Premium

Stitch Fix (NASDAQ: SFIX) Company Profile

Stitch Fix is a US-based online personal styling service for accessories, apparel and footwear. Headquartered in San Francisco, California, the company operates in the UK and the US.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

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 third quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | December 16, 2021 Premium

November 2021 US Retail Sales: Sales Jump 15% Amid Raised Inflation

November 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well.