Deep Dive | September 13, 2021 Premium US Off-Price Retail: Strategies in the Physical and Digital ChannelsAs the US off-price sector becomes increasingly competitive, we explore the physical and digital strategies of major off-price retailers Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies. We discuss brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth. Read More
Deep Dive | September 8, 2021 Premium Head-to-Head in Apparel Specialty Retail: H&M vs. Inditex (Zara)As part of Coresight Research’s Head-to-Head series, we compare H&M and Inditex (the owner of Zara), two of the biggest players in the global apparel specialty retail sector. We provide insights into five key elements of their businesses. Read More
Insight Report | September 7, 2021 Premium Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended September 5, 2021—namely, American Eagle Outfitters, PVH Corp., Big Lots and Five Below. Read More
Deep Dive | September 3, 2021 Premium US Consumer Tracker Extra, August 2021: Assessing the Delta-Driven Consumer RetreatConsumers’ retreat from physical stores in the face of Covid-19’s Delta variant has derailed many retailers’ hopes of a quick recovery. Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. Read More
Insight Report | September 1, 2021 Premium Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel MarketStitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model in detail, highlighting the company’s major growth strategies and revenue drivers. Read More
Insight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Insight Report | August 30, 2021 Premium US Apparel Subscription E-Commerce: Market Growth, Key Models and Profit-Boosting Strategies for Brands and RetailersThe US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020. We discuss our market outlook, competitive landscape, subscription models and strategies for apparel subscription businesses to improve profitability. Read More
Insight Report | August 25, 2021 Premium US Back to School 2021: Popular Product Categories This Season To Be Determined by Potential Return to In-Person ClassesAs part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season. Read More
Insight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More
Insight Report | August 24, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment OpportunityLeveraging their mall-based stores to fulfill online orders presents huge opportunity for retailers to reduce store-based inventories, manage reverse logistics, meet consumer demand more efficiently and thus improve their top and bottom line. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity, with a focus on the “ship from store” order-fulfillment model. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% 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 in July 2021. Read More
Insight Report | August 17, 2021 Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases SurgeIn July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | August 13, 2021 Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability. Read More
Deep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching. Read More
Market Outlook | August 5, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US RecoveryIn Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market. Read More