Company Profile | February 25, 2024 Premium Compagnie Financière Richemont SA (SWX: CFR) Company ProfileMoncler is a Switzerland-based luxury conglomerate. Headquartered in Bellevue, the company sells products in China, France, Japan, the UK, the US and over 30 other countries. Read our company profile here. Read More
Insight Report | February 22, 2024 Premium Breathing New Life into the Shopping Experience: The Surge of the Resale Market—China Retail InsightsChina Retail Insights presents our take on current trends in China’s ever-evolving retail landscape. Dive into the world of resale with our insights on two key success stories. Explore proprietary survey insights to understand consumer behavior when it comes to shopping secondhand goods. Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Market Outlook | February 20, 2024 Premium Market Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging OpportunitiesIn this Market Outlook, we discuss the growth trajectory of US convenience store retailing, exploring its competitive landscape and key trends shaping the sector. Read More
Analyst Corner | February 18, 2024 Register for Free Access Analyst Corner—Keep Up with Retail Dynamics: The Fast Luxury Model with Sunny ZhengThis week’s Analyst Corner discusses the new “Fast Luxury” model from Coresight Research. Sunny Zheng, Analyst at Coresight Research, offers her thoughts on the shifting dynamics of luxury retail. Read More
Insight Report | February 15, 2024 Premium January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid GrowthIn January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 15, 2024 Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Company Profile | February 13, 2024 Premium Prada S.p.A (SEHK: 1913) Company ProfilePrada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries. Read More
Analyst Corner | February 11, 2024 Register for Free Access Analyst Corner: The Rise of Grocery Discounters with Sujeet NaikThis week’s Analyst Corner discusses the growing popularity of deep-discount grocers in the US. Sujeet Naik, Analyst at Coresight Research, offers his thoughts on this phenomenon and its implications for the grocery landscape. Read More
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
Analyst Corner | February 4, 2024 Register for Free Access Analyst Corner: A Definitive Guide to US Drugstore Retail with Aditya KaushikThis week’s Analyst Corner previews our upcoming Market Navigator on US drugstore retailing. Aditya Kaushik, Analyst at Coresight Research, guides you through the market. Read More
Insight Report | January 25, 2024 Premium Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail TheftContinuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America. Read More
Insight Report | January 23, 2024 Premium Chinese New Year 2024 Preview: Good Fortune for Retail as the Year of the Dragon Takes Off—China Retail InsightsAs part of our China Retail Insights series, we preview the 2024 Chinese New Year holiday—also recognized as the Lunar New Year or Spring Festival. Discover our projections for retail sales during the holiday. We also offer insights into tourism and gifting trends and highlight notable brands that are celebrating the Year of the Dragon with limited-edition product collections. Read More
Event Presentation | January 23, 2024 Premium China Retail Unveiled: In-Depth Insights Presented at FIRA 2024 Annual MeetingFrom personalization to omnichannel to supply chain, we offer insights on the keys to success in China’s retail market. Read our full presentation from the Federation of International Retail Associations (FIRA) Annual Meeting 2024 to understand the market’s growth trajectory and critical opportunities. Read More
