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
Deep Dive | December 9, 2021 Premium The US Footwear Market: Analyzing Trends and OpportunitiesConsumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment. Read More
Market Navigators/Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Deep Dive | December 8, 2021 Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin. Read More
Deep Dive | December 7, 2021 Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Insight Report | November 30, 2021 Premium Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap. Read More
