Swarooprani Muralidhar, Director of Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | October 22, 2021 Premium

Head-to-Head in Luxury: Kering vs. LVMH

As part of Coresight Research’s Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into four key elements of their businesses, covering revenue, markets of operation, digital strategies and business expansion.

Insight Report | September 23, 2021 Premium

Supply Chain Briefing: Hurricanes, Lockdowns and Shutdowns Hit Supply of Goods, Compounded by Component Shortages

As part of our Supply Chain Briefing series, we explore Hurricane Ida’s impact on trade, pandemic-led lockdowns in China and Southeast Asia, and US domestic product shortages.

Insight Report | September 6, 2021 Premium

Indian Startup Funding in 2021 Already Surpasses 2020 Total, Heralding a Record Year for the Ecosystem

The Indian startup ecosystem is experiencing a record year, with funding already surpassing totals levels from 2020 or any year prior. We examine key startups that are attracting funding and analyze the recent performance of startups by sector.

Insight Report | September 2, 2021 Premium

Supply Chain Briefing: Chinese Port Logjams Clog Global Shipping Routes as Consumer Prices Surge

As part of our Supply Chain Briefing series, we discuss the impacts of port shutdowns in China on the retail supply chain, including the implications for retailers’ pricing, promotions and product mix ahead of the holiday season.

Insight Report | August 18, 2021 Premium

Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home Sector

As part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam.

Company Profile | August 6, 2021 Premium

Canada Goose Holdings Inc. (TSX: GOOS) Company Profile

Canada Goose is a Canada-based retailer of accessories and apparel. Headquartered in Toronto, the company operates in over 50 countries.

Deep Dive | August 4, 2021 Premium

Think Tank: China—The Vanguard in Luxury Consumption

Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.

Insight Report | July 28, 2021 Premium

Supply Chain Briefing: Chips, Ships and Paperboard—Shortages and Challenges in the First Half of 2021

In our new Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of semiconductor and packaging material shortages, as well as port blockages.

Insight Report | July 6, 2021 Premium

Capri Holdings Investor Day 2021: Raised FY22 Guidance and Longer-Term Outlook as Luxury Sales Gain Momentum

We present key insights from Capri Holdings virtual Investor Day on June 29, 2021, covering the company’s five strategic pillars, its financial outlook and primary initiatives by brand—across Jimmy Choo, Michael Kors and Versace.

Event Coverage | July 5, 2021

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NRF Retail Converge 2021: Five Supply Chain Trends To Watch

Coresight Research hosted an online discussion on supply chains at NRF Retail Converge, a new digital event from the National Retail Federation. We present five key insights from the event, covering reverse logistics, inventory management, dark stores and more.

Flash Report | July 5, 2021

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Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft Luxury

On June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies.

Insight Report | April 23, 2021 Premium

High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021

The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain.

Insight Report | March 24, 2021 Premium

India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail Presence

As part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket.

Insight Report | February 23, 2021 Premium

India Retail Insights: India Embraces Social Commerce, Bypassing Traditional E-Commerce

In our India Retail Insights series, we will explore the impact of consumer behavior, government regulations, macroeconomic developments, the competitive landscape, and retail tech startups on the evolution of India’s retail sector. In this report, we explore the burgeoning social commerce segment of e-commerce in India.

Market Navigators/Market Outlook | February 4, 2021 Premium

Market Outlook: Understanding India’s $800 Billion Retail Sector

In this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail.