Specialty Apparel

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | April 15, 2021 Premium

US Off-Price Retail Insights, 4Q20: TJX Home Banners Rebound the Fastest

Coresight Research’s new US Off-Price Retail Insights quarterly series covers the recent performance Burlington Stores, Ross Stores and The TJX Companies, highlighting trends in comparable sales, revenue, trending product categories and areas of note by management. In this report, we look at the performance of the three retailers in their latest reported quarter (ended January 30, 2021) and discuss relevant fiscal-year highlights.

Deep Dive | April 14, 2021 Premium

Six US Industries Benefiting from the Wellness Trend

We expect wellness to be the pre-eminent multiyear trend driving discretionary spending shifts, with Covid-19 heightening US consumer focus on health and wellbeing. In this report, we discuss and quantify how six US retail industries—or segments within them—are benefiting from the health and wellness trend.

Deep Dive | April 12, 2021 Premium

Think Tank: Textile Innovations in the Apparel and Footwear Market

In this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.

Insight Report | April 7, 2021 Premium

4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates

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 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.

Deep Dive | April 6, 2021 Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Deep Dive | March 25, 2021 Premium

Playbook: Alternative Models in Retail

The new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market.

Insight Report | March 24, 2021 Premium

India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail Presence

As part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket.

Store Tracker | March 19, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK.

Insight Report | March 18, 2021 Premium

Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025

The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals.

Insight Report | March 17, 2021 Premium

American Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be Revitalized

The Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments.

Insight Report | March 15, 2021 Premium

Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty.

Insight Report | March 12, 2021 Premium

February 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the Month

February 2021 saw a total US nonfood store traffic decline of 36% year over year, a weakening in traffic trends compared to January. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Store Tracker | March 12, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains Expand

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK.

Store Tracker | March 5, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK.

Insight Report | March 1, 2021 Premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.