Anand Kumar, Associate Director of Retail Research

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Event Coverage | April 26, 2022 Premium

Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26

We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives.

Insight Report | April 20, 2022 Premium

M&A in Jewelry Retail: How US Retailers Can Capitalize on Growth Opportunities

Mergers and acquisitions (M&A) are on the rise in US jewelry retail. We explore how US retailers can capitalize on opportunities as well as analyze the focus areas for growth with examples of recent transactions.

Deep Dive | April 14, 2022 Premium

Head-to-Head in the US Women’s Underwear Market: Aerie vs. Victoria’s Secret

The competitive US underwear market is led by rivals Aerie and Victoria’s Secret. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, operating margins, business expansion and partnerships, digital strategies and more.

Deep Dive | April 12, 2022 Premium

Playbook: How Retailers Can Capitalize on Opportunities in IPOs

IPOs are on the rise among retail companies. We analyze four key strategies for global retail companies to capitalize on growth opportunities through IPOs. We also detail a four-step action plan for brand owners and retailers seeking to go public via an IPO.

Insight Report | April 7, 2022 Premium

2022 US Tax Tracker #3: IRS Issues $189 Billion in Refunds; Average Refund Up 12.4%

Each year, the IRS reports tax return filings and refunds on a weekly basis. The filing deadline is April 18 this year. We look at what has happened in the 2022 tax filing season so far, as of March 25, 2022. This report covers the number of returns filed and processed, the total and average refunds returned.

Insight Report | March 31, 2022 Premium

US Apparel and Beauty Spending Tracker: February 2022’s Clothing and Footwear Spending Up 22% Year over Year

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from February 2022, which show consumer spending in a solid position.

Deep Dive | March 30, 2022 Premium

Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young Shoppers

Shein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments.

Deep Dive | March 17, 2022 Premium

Think Tank: Venture Capital Funding for US Retailers

Venture capital (VC) funding in retail is increasing in volume. Our Think Tank explores which retail sectors are receiving the most funding, the trends that are contributing to the high volume of VC funding and details on recently completed and active VC transactions.

Market Outlook | March 2, 2022 Premium

Market Outlook: US Footwear Specialists See a Resurgence

We analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear.

Deep Dive | February 28, 2022 Premium

Head-to-Head in US Sporting Goods Retail: Dick’s Sporting Goods vs. Foot Locker

Dick’s Sporting Goods and Foot Locker are heavyweights in the US sporting goods sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, business strategies, technology initiatives and more.

Insight Report | February 28, 2022 Premium

US Apparel and Beauty Spending Tracker: January 2022 Sees Further Double-Digit Growth in Clothing and Footwear Spend

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from January 2022, showing continuing growth in consumer spending.

Deep Dive | February 17, 2022 Premium

IPOs in US and UK Retail: Online Retailers Maintain Strong Growth Momentum

The UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area.

Insight Report | February 15, 2022 Premium

2022 US Tax Tracker #1: IRS Issues $9.5 Billion in Refunds To Kick Off Filing Season

Each year, the IRS reports tax return filings and refunds on a weekly basis until the deadline of April 18 this year. We look at what has happened in the 2022 tax filing season so far, as of February 4, 2022. This report covers the number of returns filed and processed, the total and average refunds returned

Deep Dive | February 10, 2022 Premium

Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.

The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more.

Deep Dive | February 2, 2022 Premium

M&A in Apparel and Footwear: Strong US and UK Growth Opportunities

We analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond.