Market Outlook | February 1, 2022 Premium US Jewelry Market: Specialists To Maintain Growth Momentum in 2022We explore continued growth momentum in the US jewelry market. We analyze data on the sector’s size and present our estimates for growth in 2021, 2022 and beyond. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in the sector. This report also discusses a number of key themes in the market—including sustainability, jewelry specialists expanding their addressable market and usage of data analytics. Read More
Insight Report | January 12, 2022 Premium Brand Mashups in Fashion: Benefits in Consumer Engagement, Access to New Markets and MoreWe explore the value of brand mashups (collaborations) in the fashion industry, highlighting three primary benefits of this strategy with examples of recent high-profile collaborations. Read More
Market Outlook | January 6, 2022 Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn this Market Outlook, we explore the global fast-fashion industry and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Deep Dive | January 5, 2022 Premium America’s Retail Bankruptcies: 2021 ReviewThe US retail industry is navigating an unprecedented era of disruption and transformation. We review major US retail bankruptcies in 2021 in total and by notable retailers. We discuss the key factors that led selected retailers to collapse and compare the bankruptcy landscape in 2021 to 2020. Read More
Company Profile | December 26, 2021 Premium Stitch Fix (NASDAQ: SFIX) Company ProfileStitch Fix is a US-based online personal styling service for accessories, apparel and footwear. Headquartered in San Francisco, California, the company operates in the UK and the US. Read More
Deep Dive | December 15, 2021 Premium 2022 Global Retail TrendsWe present the key global retail trends for 2022, which Coresight Research expects to be a year of transition for consumers and retailers. Our RESET framework for change provides retailers with a model for using that time to adapt to a new world marked by consumer-centricity. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Deep Dive | December 7, 2021 Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. Read More
Insight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com. Read More
Deep Dive | November 23, 2021 Premium Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACsIn this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs (special purpose acquisitions companies). Read More
Insight Report | November 2, 2021 Premium Earnings Insights 3Q21, Week 1: Levi’s and VF Corp See Substantial Recovery; Online Momentum Falters at Amazon and eBayOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended October 31, 2021, including apparel brand owners Levi’s and VF Corporation and e-commerce players Amazon and eBay. Read More
Insight Report | October 12, 2021 Premium Holiday 2021: Outlook for the US Apparel SectorWe present a holiday 2021 outlook for the US apparel sector, offering insights into consumer spending, retail sales and key trends in the sector. Read More
Insight Report | October 6, 2021 Premium 2Q21 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year and on a Two-Year BasisOur 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 2Q21 and assess how and why levels are changing. This quarter, many retailers posted improved inventory turnover levels year over year and on a two-year basis. Read More
Deep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong ResultsWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes. Read More
