Deep Dive | March 19, 2020 Premium US Off-Price Retail: Two Companies Dominate the MarketConsumer demand remains high for off-price retail in the US. We present the defining characteristics of this typically brick-and-mortar market and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc—with two players being particularly dominant. This report also discusses the physical footprint expansion of selected retailers, the role of e-commerce, growing product categories in the market and how traditional department stores are leveraging off-price channels. Read More
Insight Report | March 12, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: March 2020—Top Trends Include Slit Skirts and Tie-Front TopsThe Monthly Fashion Trend Report highlights the top growing and accelerating fashion silhouettes consumers are searching for and provides actionable insights for functional business units. This report looks at what’s happening with slit skirts and tie-front tops. Read More
Insight Report | March 11, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: March 2020The Monthly Fashion Data Report highlights the top growing and accelerating fashion silhouettes consumers are searching for and provides actionable insights for functional business units. This report looks at what’s happening with slit skirts and tie-front tops. Read More
Flash Report | March 4, 2020 Register for Free Access Hudson’s Bay Company Goes Private; CEO Steps DownHudson’s Bay Company announced it has completed its privatization, along with management changes and a that it intends to pursue the same strategy as a private company it did as a listed company. Read More
Company Earnings Update | February 26, 2020 Register for Free Access Macy’s (NYSE: M) 4Q19 and FY19 Results: 2020 Will Be A Transition YearMacy’s reported fiscal 4Q19 revenues of $8.34 billion, down 1.4% YoY. The company reported 4Q19 adjusted EPS of $2.12, down 22.3% from the year ago period but higher than the consensus estimate of $1.96. Read More
Insight Report | February 20, 2020 Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market. Read More
Insight Report | February 17, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: February 2020—Top Trends Include Square-Neck Tops and Puff-Sleeve DressesThe Monthly Fashion Trend Report highlights top growing and accelerating fashion silhouettes consumers are searching and provides actionable insights for functional business units. This month’s trends with steady and accelerated growth include square neck tops and puff sleeve dresses. Read More
Insight Report | February 17, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: February 2020The Monthly Fashion Data Report highlights top five growing and accelerating fashion silhouettes and print trends consumers are searching and provides actionable insights for functional business units. Read More
Event Coverage | February 7, 2020 Register for Free Access Macy’s Investor Day 2020: Plans To Optimize Fleet Through Closure of 125 Stores, Continued Backstage ExpansionMacy’s 2020 investor day focused on the company’s new five-point Polaris strategy. Highlights include: store optimization, off price expansion, building private brands and focusing on the under-40 consumer. Read More
Flash Report | January 31, 2020 Register for Free Access Estée Lauder Announces Global Leadership Promotions at Two of Its Billion-Dollar Brands and Two of Its Developing BrandsEstée Lauder has announced leadership changes at two if its billion-dollar brands (La Mer and MAC Cosmetics) and two of its developing brands (Le Labo and Dr. Jart+ / Do The Right Thing). The announcements come as the company continues to grow through acquisition and organically by reinvigorating heritage brands. Read More
Insight Report | January 9, 2020 Premium Estée Lauder Beauty: A Timeline of Key EventsTracking Estée Lauder’s rise to prominence from its founding in 1946 to modern beauty icon and innovator. The company now boasts a portfolio of over 25 prestige brands spanning cosmetics, skincare, haircare and fragrances with annual revenues totaling $14.9 billion in fiscal 2018. Read More
Deep Dive | January 8, 2020 Premium Amazon Apparel Update: An Analysis of Listings on Amazon FashionIn collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion. Read More
Insight Report | January 7, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: January 2020—Top Trends Include Paperbag Pants and Belted BlazersThe Xcel Brands x Coresight Research Monthly Fashion Trend Report: January 2020 — Top trends include paperbag pants and belted blazers, with belted blazers offering a particular opportunity at the high end with most selling for more than $500. Read More
Insight Report | January 7, 2020 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: January 2020The Xcel Brands x Coresight Research Monthly Fashion Trend Data Report uses data analytics to predict the future of emerging and established fashion trends. Oversized hoodies and belted blazers are two trends to watch, based on search patterns and average selling price. Read More
Insight Report | December 23, 2019 Premium Holiday 2019: Global Holiday Cities—New York CityNew York retailers have long set the standard for holiday-themed events, and this year is no exception. Coresight Research visited some of New York City’s newer, more innovative shopping centers along with some of the must-sees. Read More