April 21, 2021 Deep Dive Premium Head-to-Head in Department Store Retail: Kohl’s vs. Macy’sAs part of Coresight Research’s new Head-to-Head series, we compare Kohl’s and Macy’s, the leading department store chains in the US. In this report, we provide insights into the two companies’ revenue growth and discuss their recent innovations in physical and digital retail.
April 15, 2021 Insight Report Premium US Off-Price Retail Insights, 4Q20: TJX Home Banners Rebound the FastestCoresight Research’s new US Off-Price Retail Insights quarterly series covers the recent performance Burlington Stores, Ross Stores and The TJX Companies, highlighting trends in comparable sales, revenue, trending product categories and areas of note by management. In this report, we look at the performance of the three retailers in their latest reported quarter (ended January 30, 2021) and discuss relevant fiscal-year highlights.
March 30, 2021 Insight Report Premium US Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active CategoriesCoresight Research’s new US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the fourth quarter of 2020 (4Q20, ended January 30, 2021) and discuss relevant fiscal 2020 highlights.
February 26, 2021 Insight Report Premium Macy’s Updates Polaris Strategy 2021: Retailer To Expand Backstage in 2021 and Grow Digital to $10 Billion by 2023On February 23, 2021, Macy’s reported its fourth-quarter and full-year financial results for fiscal 2020. The company also provided an update of its Polaris Strategy, which is designed to accelerate top-line growth and increase profitability across channels. We present highlights in this report.
February 24, 2021 Flash Report Register for Free Access Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to IndustryAt Kohl’s 2021 annual meeting of shareholders, activist investors issued a letter to shareholders pushing for board changes to increase profitability. Kohl’s officially rebutted this letter on February 22, 2021. We analyze selected key metrics that the Investor Group identified in its assessment of Kohl’s and compare them to the performance of the largest department store chain in the US and Kohl’s competitor, Macy’s.
February 11, 2021 Insight Report Premium Nordstrom Investor Day 2021: “Closer to You” Strategy Seeks To Expand Inventory by 5X and Lower Prices at Nordstrom RackThe Coresight Research team attended Nordstrom’s virtual Investor Day on February 4, 2021. We present our top takeaways from the event, including the company’s views of the shifting retail landscape and Nordstrom’s three initiatives under its digital-first “Closer to You” market strategy.
February 2, 2021 Deep Dive Register for Free Access Retail 2021: Global TrendsWe present our key global retail and consumer trends for 2021, which fall under five umbrellas: the new consumer; the future of physical retail; the evolution of digital retail; doing good is good business; and discovering ways of transacting. The trends range from some of the biggest, multiyear, multicategory trends such as wellness and sustainability to more nascent or niche trends such as livestreaming and experiential e-commerce. In this free report, our analysts outline their predictions, as well as the details and impacts of each trend on various retail sectors and regions.
January 27, 2021 Insight Report Register for Free Access The US Adaptive Apparel Market: Think Tank Preview—The Retail Opportunity in Clothing for People with DisabilitiesAdaptive apparel refers to clothing and footwear designed to meet the needs of individuals with disabilities and conditions. We present highlights from the US market, covering the adaptive consumer, retailers and brands in the adaptive space, recent innovations and catalysts for market growth. This free report is a preview to our upcoming Think Tank: US Adaptive Apparel Market.
January 20, 2021 Insight Report Premium Retail-Tech Landscape: Warehouse AutomationThe recent surge in e-commerce growth amid Covid-19 has seen demand spike for warehousing space, fulfillment efficiency and storage capacity. This is driving the need for increased automation in the warehousing sector. This Retail-Tech Landscape comprises selected startups globally that can help retailers automate their warehouse operations.
January 14, 2021 Event Coverage Register for Free Access CES 2021 Day Three and Wrap-Up: Tech Topics Span the Gamut from Drones to Cloud to Fintech to Contactless ShoppingCES 2021, an event held by the Consumer Technology Association, took place on January 11–14. The Coresight Research team presents our key insights from day three of the virtual event, which covered a number of technologies: 5G, robotics, fintech, contactless shopping, cloud computing and AI. We also offer our closing thoughts on the digital event as a whole.
January 13, 2021 Event Coverage Register for Free Access CES 2021 Day Two: Technology Companies Highlight Efforts To Increase Diversity and InclusionCES 2021, an event held by the Consumer Technology Association, is taking place on January 11–14. The Coresight Research team presents our key insights from day two of the virtual event, which focused on initiatives launched, and progress made, by technology companies to benefit society in light of the Covid-19 pandemic, as well as video gaming as a driver of technology. Sustainability, diversity and inclusion also emerged as key themes.
January 7, 2021 Insight Report Premium The TJX Companies: A Timeline of Key EventsThe TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020.
December 22, 2020 Insight Report Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.
December 10, 2020 Insight Report Premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US RetailWe present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.
November 18, 2020 Insight Report Premium The 12 Weeks of Holidays: #8—Outlook for the US Beauty SectorBeauty brands and retailers have had to adapt to changes in how and what consumers are shopping due to the impacts of the Covid-19 pandemic, so are approaching the holiday season differently this year. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, the use of livestreaming and five key beauty trends for this holiday season.
