Insight Report | January 27, 2022 Premium Chinese New Year 2022 Preview: Retail, Travel and Tiger-Themed ProductsChinese 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. Read More
Deep Dive | January 27, 2022 Premium US Athleisure Market: Casualization and Wellness Trends Drive GrowthAthleisure 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. Read More
Insight Report | January 24, 2022 Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data. Read More
Insight Report | January 18, 2022 Premium December 2021 US Retail Traffic and In-Store Metrics: Traffic Weakens, Ticket Strengthens as Shoppers Consolidate TripsWe 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. Read More
Insight Report | January 12, 2022 Premium Brand Mashups in Fashion: Benefits in Consumer Engagement, Access to New Markets and MoreWe 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. Read More
Market Outlook | January 6, 2022 Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn 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. Read More
Deep Dive | January 5, 2022 Premium America’s Retail Bankruptcies: 2021 ReviewThe 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. Read More
Deep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing 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. Read More
Deep Dive | January 3, 2022 Premium The US Eyewear Market: Putting the $50 Billion Category in FocusWe discuss the US eyewear market and what brands and retailers are doing to better serve this segment of the accessories industry. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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. Read More
Company Profile | December 26, 2021 Premium Stitch Fix (NASDAQ: SFIX) Company ProfileStitch 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. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe 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. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 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. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in TrafficIn November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% year-over-year growth. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
