Deep Dive | November 14, 2022 Premium US Apparel Accessories Retailing: New Opportunities Support RecoveryWe analyze the US apparel accessories market, presenting the market size, factors, a competitive landscape, proprietary survey data and themes we are watching. A full recovery is set to take place in 2023, with growing opportunities in gender-neutral accessories. Read More
Company Profile | November 11, 2022 Premium Burlington Stores, Inc. (NYSE: BURL) Company ProfileBurlington Stores is a retailer of home products, menswear, women’s ready-to-wear apparel, accessories and footwear, and youth/baby apparel. Headquartered in Burlington, New Jersey, the company operates stores in the US. Read More
Market Outlook | November 11, 2022 Premium Market Outlook: China Apparel and Footwear—Domestic Brands Gain Shares in a Slowing Retail EnvironmentIn this Market Outlook, we discuss the growth trajectory of China’s apparel and footwear market in a pandemic-impacted retail environment and explore the competitive landscape and key trends that are driving demand. Read More
Deep Dive | November 9, 2022 Premium US Denim Retailing—New Styles Fuel GrowthWe analyze the US denim market, showing that growth continues with new styles as skinny is out. Our report covers the market size, drivers, competitive landscape and themes we are watching. Read More
Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 27, 2022 Premium Global Vegan Apparel and Footwear Market: New Opportunities for Brands and RetailersWe analyze the growth of the global vegan apparel and footwear market, with a focus on four driving factors. We also provide a competitive landscape of selected brands and retailers in the market and offer key themes to watch. Read More
Deep Dive | October 26, 2022 Premium Head-to-Head in UK Apparel Retailing: Marks & Spencer vs. NextMarks & Spencer (M&S) and Next are two of the largest retailers in the UK’s apparel and footwear specialty retail space. As part of Coresight Research’s Head-to-Head series, we provide insights into the two companies’ revenues, as well as operating margins, shopper profiles, key strategic partnerships and acquisitions. Read More
Insight Report | October 24, 2022 Premium September 2022 UK Retail Sales: Deepest Real Declines for 30+ YearsIn August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | October 18, 2022 Premium September 2022 US Retail Sales: Growth Slows as Inflation ModeratesSeptember 2022 US retail sales, excluding gasoline and automobiles, grew 7.0% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Deep Dive | October 17, 2022 Premium America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and StrategyWe analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors Read More
Insight Report | October 12, 2022 Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022. Read More
Insight Report | October 7, 2022 Free Report 10 Things To Know About the 2022 10.10 Shopping Festival: Special Deals Help Shoppers Weather Inflation PressureThe 10.10 Shopping Festival will take place on October 10, 2022. We present 10 things to know about the festival, including the participating retailers, charity partners and industry innovator partners. Read More
Deep Dive | October 4, 2022 Premium US Subscription E-Commerce—Unboxing the $15 Billion MarketFollowing strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market. Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. Read More