Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Company Profile | June 7, 2024 Premium The TJX Companies, Inc. (NYSE: TJX) Company ProfileThe TJX Companies is a US-based retailer of accessories, apparel, bath and beauty, food products, footwear, home, jewelry and other merchandise. Headquartered in Framingham, Massachusetts, the company operates stores in Australia, Austria, Canada, Germany, Ireland, the Netherlands, Poland, the UK and the US. Read More
Company Profile | June 7, 2024 Premium Ross Stores, Inc. (NasdaqGS: ROST) Company ProfileRoss Stores is a US-based retailer of accessories, apparel, footwear and home. Headquartered in Dublin, California, the company operates stores in Guam and the US. Read More
Analyst Corner | May 12, 2024 Register for Free Access Analyst Corner—Our 2024 Amazon Apparel US Consumer Survey, with Anand Kumar: Insights From Our Seventh Annual SurveyIn this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, discusses key insights from our seventh annual survey of Amazon apparel shoppers, which was undertaken in March 2024 and featured over 2,000 US consumers. Read More
Infographic | April 29, 2024 Premium Amazon Apparel US Consumer Survey 2024—Infographic: Amazon Regains Its Spot as America’s Most-Shopped Clothing and Footwear RetailerHow popular is Amazon.com among apparel shoppers? This infographic presents key survey findings from our Amazon Apparel US Consumer Survey 2024 research report. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | April 3, 2024 Premium Shein’s “Supply Chain as a Service”: Reshaping Retail LogisticsOnline fashion behemoth Shein is extending its small-scale, made-to-order model to third-party brands and designers. Explore the implications of the “supply chain-as-a-service (SCaaS)” initiative in this report. Read More
Event Presentation | March 8, 2024 Premium Fashionomics: Mapping Consumer Sentiment and Trends—Insights Presented at the AAFA Executive Summit 2024From supply chain logistics to tech-enabled seamless shopping experiences, we paint a global picture of retail today, with a focus on China, India, the Middle East and Africa, and the UK and Europe. Read our full presentation from the American Apparel and Footwear Association (AAFA) Executive Summit. Read More
Market Navigators/Market Outlook | December 7, 2023 Premium US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical StoresDiscover the prospects for apparel and footwear retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | November 30, 2023 Premium Five Ways AI Is Being Used in Apparel and Footwear RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the apparel and footwear sector, covering design innovation, intelligent production, virtual try-on and more. Read More
Insight Report | November 20, 2023 Premium What the Ozempic Economy Means for US RetailUS consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel. Read More
Deep Dive | November 7, 2023 Premium Discount Decades—US Apparel and Footwear Discounters: Set For Market Share GainsAs part of our new, forward-looking Discount Decades series, we discuss the future of key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success, and assess their potential for future growth. Read More
Deep Dive | August 24, 2023 Premium US Men’s Plus-Size Apparel Market: Embracing Growth and InclusivityWe explore the market size and trajectory of the US men’s plus-size apparel market, major factors impacting the market, its competitive landscape, and themes we are watching in 2023 and beyond in the space. Read More
Deep Dive | July 4, 2023 Premium Head-to-Head in UK Apparel Retailing: Boohoo vs. PrimarkBoohoo and Primark are two major UK-based apparel retailers offering fast fashion products at ultra-low prices. As part of the Head-to-Head series from Coresight Research, we provide insights into the companies’ business models, revenues, key strategies, collaborations and sustainable initiatives. Read More
Deep Dive | June 14, 2023 Premium US Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To GrowWe examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond. Read More