Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More
Insight Report | July 4, 2022 Premium Apparel Brands and Retailers Increase Capital Expenditures, Focusing on Supply Chain and StoresWe explore capital expenditures by apparel brands and retailers in 2022, identifying key investment areas among selected companies in the Coresight 100. Read More
Deep Dive | July 4, 2022 Premium 10 Trends in Global Apparel and Footwear RetailIn our report on 10 trends in global apparel and footwear retail, we cover long-term trends such as sustainability and more nascent trends including the metaverse and innovations in apparel physical stores. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More
Infographic | June 24, 2022 Register for Free Access US Menswear and Womenswear—Market Sizes and Key Trends: InfographicWe analyze the US menswear and womenswear markets, covering their size, key trends, and popular categories and brands. We present our key findings in this free infographic. Read More
Deep Dive | June 24, 2022 Premium US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion MarketWe analyze the US womenswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunities in plus-size and adaptive apparel. Read More
Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 23, 2022 Premium US Menswear Retailing: A Fragmented Market with Opportunities in Occasion Wear and Inclusive ApparelWe analyze the US menswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunity in plus-size apparel. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 20, 2022 Premium Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine PortfoliosThis Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A. Read More
Insight Report | June 16, 2022 Premium Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable MarketsWe analyze four strategies US apparel specialty retailers are using to grow their total addressable markets: product category expansion, unlocking the power of new audiences, ramping up their presence in untapped geographies and bolstering distribution channels. We assess these strategies through the lens of five leading retailers: American Eagle Outfitters, Foot Locker, Gap Inc., Lululemon Athletica and Victoria’s Secret. Read More
Deep Dive | June 16, 2022 Premium Think Tank: Livestreaming E-Commerce Gains Ground in the USThe live shopping landscape is growing more competitive as consumer adoption increases. In this Think Tank, we explore the livestreaming e-commerce market in the US, including its size, market factors and themes we are watching. Read More
Deep Dive | June 15, 2022 Premium Think Tank: Seizing Social Commerce Opportunities in the USSocial commerce has become a key channel for retail companies to offer a seamless shopping experience. In this Think Tank, we explore the social commerce market in the US, including its development, market factors and trends we are watching. Read More
Insight Report | June 13, 2022 Premium Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and IdentitiesWe analyze opportunities for the fashion industry in the metaverse, covering product sales, marketing and brand building. While the metaverse is still in its infancy, half of the fashion brands and retailers in the Coresight 100 have entered the space. Read More
Insight Report | June 7, 2022 Premium Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Big Lots, Capri Holdings, Lululemon, PVH Corp. and RH. Read More
