Deep Dive | April 6, 2022 Premium Head-to-Head in US Off-Price Retail: Ross Stores vs. TJX MarmaxxRoss Stores and TJX Marmaxx are the two largest players in the US off-price sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, store fleets, supply chain capabilities and more. Read More
Market Navigators/Market Outlook | April 6, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling ModelsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Insight Report | April 4, 2022 Premium US Retail Foodservice: Three Key TrendsWe examine three key trends in the US retail foodservice space, which has seen significant shifts due to the pandemic. We discuss how grocery retailers can tap ghost kitchens, meal kits and deli departments to boost sales. Read More
Deep Dive | April 4, 2022 Premium US Consumer Tracker: Easter ExpectationsAvoidance of public places rose again, up from its mid-March low. Consumers who plan to spend on Easter estimate spending an average of $200. We analyze consumer habits across food and nonfood categories as well as in-store and online purchases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | April 4, 2022 Premium Onshoring: Is Now the Time for the US?Amid revived debate around reshoring sourcing and manufacturing to the US, we discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US. Read More
Insight Report | March 31, 2022 Premium 4Q21 US Department Store Insights: Macy’s Sees Strongest RecoveryWe examine the performance of Kohl’s, Macy’s and Nordstorm in the fourth quarter of 2021 compared to the same period in 2020 and 2019 in terms of sales, revenue, digital sales, product categories and more. Read More
Deep Dive | March 30, 2022 Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments. Read More
Deep Dive | March 29, 2022 Premium US Consumer Tracker: Rising Avoidance Fuels Online ShoppingOnline shopping is rising along with US consumers’ avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | March 28, 2022 Premium Inclusive Beauty: Opportunities To Reach Older ConsumersBaby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | March 24, 2022 Premium Inclusive Beauty: Catering to Diverse Races and EthnicitiesAs the population of the US grows increasingly diverse, there are opportunities for the beauty sector to serve underrepresented consumers from different races and ethnicities. We examine how brands and retailers are incorporating diversity into their strategic goals and the trends driving the race-inclusive movement in beauty. Read More
Insight Report | March 23, 2022 Premium Inclusive Beauty: The Rise of Male CosmeticsMale cosmetics is a growing opportunity for brands and retailers as three new product types are emerging. We analyze the drivers of this new category and provide examples of recent product launches. Read More
Deep Dive | March 22, 2022 Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators. Read More
Deep Dive | March 22, 2022 Premium Inclusivity in Retail: Trends from 2021, Learnings for 2022Inclusivity is one of the biggest movements retail today. We explore progress in 2021 and present our expectations for the development of inclusivity in retail in 2022, across areas such as adaptive products, gender-free and plus-size offerings, and the diversification of suppliers. Read More
