Anand Kumar, Associate Director of Retail Research

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Insight Report | June 2, 2021 Premium

Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.

Insight Report | May 26, 2021 Premium

April 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in April 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.

Insight Report | May 25, 2021 Premium

Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Market Outlook | May 25, 2021 Premium

Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for Recovery

In this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer).

Insight Report | May 18, 2021 Premium

Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.

Insight Report | May 18, 2021 Premium

April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the Month

In April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | April 29, 2021 Premium

March 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in March 2021, we saw solid retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | April 22, 2021 Premium

March 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Even as Covid-19 Cases Rise

March 2021 saw a total US nonfood store traffic decline of 27% year over year, a strong improvement from February. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | April 22, 2021 Premium

ASOS Capital Markets Day 2021: Topshop To Contribute to Doubling of In-House Brand Sales

The Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights from the event, covering the company’s “top destination for 20-somethings worldwide” vision, in-house brand growth and fiscal 2021 targets, and sustainability and inclusivity goals.

Deep Dive | April 8, 2021 Premium

Think Tank: SPACs in Retail—What Rapid Expansion Means for Retailers

Coresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs.

Insight Report | April 7, 2021 Premium

4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates

Our 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 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.

Deep Dive | April 6, 2021 Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Insight Report | March 30, 2021 Premium

February 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | March 23, 2021 Premium

Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma.

Insight Report | March 18, 2021 Premium

Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025

The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals.