January 12, 2022 Insight Report 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.
January 6, 2022 Market Navigators/Market Outlook 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.
January 5, 2022 Deep Dive 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.
December 15, 2021 Deep Dive 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.
December 13, 2021 Deep Dive 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.
December 8, 2021 Market Navigators/Market Outlook 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.
December 7, 2021 Deep Dive 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.
November 23, 2021 Insight Report 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.
November 23, 2021 Deep Dive 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).
November 2, 2021 Insight Report 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.
October 12, 2021 Insight Report 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.
October 6, 2021 Insight Report 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.
September 30, 2021 Deep Dive 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.
September 8, 2021 Deep Dive Premium Head-to-Head in Apparel Specialty Retail: H&M vs. Inditex (Zara)As part of Coresight Research’s Head-to-Head series, we compare H&M and Inditex (the owner of Zara), two of the biggest players in the global apparel specialty retail sector. We provide insights into five key elements of their businesses.
September 7, 2021 Insight Report Premium Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended September 5, 2021—namely, American Eagle Outfitters, PVH Corp., Big Lots and Five Below.
