September 1, 2021 Insight Report Premium Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel MarketStitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model in detail, highlighting the company’s major growth strategies and revenue drivers.
August 31, 2021 Insight Report Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises GuidanceOur 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 August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.
August 26, 2021 Insight Report Premium July 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in July 2021, we saw strong retail sales growth in the US and China but deceleration in the UK. We analyze these trends and consider wage growth and food and fuel prices in these three markets.
August 24, 2021 Insight Report Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur 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 August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.
August 18, 2021 Insight Report Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021.
August 17, 2021 Insight Report Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur 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 August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.
August 17, 2021 Insight Report Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases SurgeIn July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
August 13, 2021 Insight Report Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability.
August 11, 2021 Deep Dive Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.
August 10, 2021 Insight Report Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise GuidanceOur 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 August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.
August 3, 2021 Insight Report Premium US and China Quarterly Economic Update, 2Q21: Growth Accelerates in the US; Chinese Recovery ContinuesIn this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. We look at recently released data for the second quarter of 2021, which show accelerating growth in the US and continuing recovery in China.
August 3, 2021 Insight Report Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust 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 August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield.
July 27, 2021 Insight Report Premium June 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in June 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.
July 27, 2021 Insight Report Premium Shein: How Is the Chinese Brand Conquering the US Fast-Fashion Market?China-based online clothing brand Shein has taken the US fast-fashion market by storm. We explore how Shein has found success, reviewing its business model and marketing strategies.
July 23, 2021 Insight Report Premium L Brands Investor Day 2021: Bath & Body Works Outlines Expansion Plan, Victoria’s Secret Details Comeback StrategyWe present key insights from the L Brands virtual Investor Day on July 19, 2021, covering BBW and Victoria’s Secret’s upcoming split, each business’s financial outlook and strategies for the medium term.
