Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. 

This graphic presents selected insights on retail innovators in the luxury ecosystem. 

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The luxury sector remains largely unfazed amid the ongoing economic upheavals, with many players looking to new technologies to increase innovation and gain or maintain a competitive edge. 

Click the image to read the full report, which is part of our Retail Innovators series and presents five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players.

 

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The expanding metaverse is a key retail trend that Coresight Research is watching; it is still in its infancy and will likely continue to see rapid evolution over the next few years.

In this report, we outline strategic entry points for beauty brands to navigate a new and promising virtual reality. We cover reality technologies (AR/VR), virtual idols, NFTs (non-fungible tokens), digital twins and more.

This free report is brought to you in partnership with CEW—conversation leaders in the beauty industry and community.

Data in this report are:

  • Value of retail sales in the metaverse and virtual stores, 2022–2030E
  • Average age of metaverse game players vs. total game players

Companies mentioned in this report include: Cult&Rain, Kiehl’s, NYX Professional Makeup, Olaplex

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In each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week, Deborah Weinswig discusses how retailers can prevent shoplifting and organized retail crime.

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We examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators: earnings versus inflation, retail sales and food and fuel prices.

Data in this report are: 

  • Average weekly earnings versus consumer prices in the US and the UK—year-over-year change
  • Per capita disposable income versus consumer prices in China—year-over-year change
  • Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China—year-over-year change
  • Total retail sales (excluding automobiles and automotive fuel) in US, the UK and China—year-over-year change

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Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this report include:

  • 2022 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2021 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2022 major US store closures and openings
  • 2022 major UK store closures and openings

Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Best Buy, Dollar Tree and Foot Locker

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Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here.

We analyze 10-year financial metrics of the Coresight 100, our focus list of 100 retailers and brand owners across various industries, spanning the US, Europe, Asia and Australia. 

  • Across our covered 100 companies, we found that the average absolute revenue growth from 2012 to year-to-date 2022 (as of October 20) was 232%. This is phenomenal considering that it includes the negative impacts of the Covid-19 pandemic and ongoing macroeconomic uncertainty, such as high inflation and supply chain disruption. 
  • Small and midsize companies witnessed substantially higher average absolute sales growth over the last 10 years versus large companies. 

Click the image below to read our full report on the financial performance and winning strategies of the Coresight 100. 

Reasons to Read

Coresight Research’s 10.10 Shopping Festival drew a global audience. We provide 10 takeaways, including consumers’ device preferences, peak traffic times, consumers’ interest in behind the scenes and food content, the clean beauty trend and more.  

Data in this report include: 

  • Languages spoken by 10.10 Shopping Festival viewers
  • Proportion of viewers watching on desktop vs. laptop 
  • Peak traffic times 
  • The session with the highest sales conversion rate 
  • Commitment to purchase rate on MARKET’s platform 

Companies mentioned in this report include: Bambuser, Dr. J’s Natural, Fashom, Fifth & Cherry, Hello Fresh, Luxury in Reach, Luxury Promise, Machu Picchu Energy, Nillio, Verb Technology Company

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Reasons to Read

The luxury sector remains largely unfazed amid the ongoing economic upheavals, with many players looking to new technologies to increase innovation and gain or maintain a competitive edge. As part of our Retail Innovators series, we present five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players.

Data in this report include:

  • The environmental impact of Hipli packages’ return journey versus that of other packaging
  • The demand for recyclable and reusable packaging
  • The size and growth rate of the global personal luxury market

Companies mentioned in this report include: Bitski, Data&Data, Hipli, LVMH, Spiber and Weturn

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The need to tackle security-related challenges—from shoplifting-driven shrinkage to e-commerce returns fraud—is resulting in increasing demand for innovative crime-prevention solutions, with retailers turning to loss-prevention technology providers.

We highlight three key industry trends in retail crime prevention and present selected startups globally whose technology solutions support brands and retailers in transforming and automating their checkout operations. Solutions leverage artificial intelligence (AI), machine learning and more.

Categories covered in this landscape are:

  • Cybersecurity and payment verification
  • Identity verification
  • Real-time video surveillance
  • Point-of-sale (POS) systems and inventory management

Companies mentioned in this report include: Deep Sentinel, Identiq, Malong, PayShield, Simplex, Supersmart and VAAK

Our landscape infographic summarizes the companies outlined in this report.

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

Overall, we continue to see recovery of the US apparel accessories market in 2022, following a strong revival year of 2021. We expect the market to fully recover in 2023.

Our coverage of apparel accessories includes belts, gloves, hats and caps, shawls and scarves, and ties. Our coverage excludes suspenders, masks, bags, watches, jewelry, glasses and other non-apparel accessories.

Click the image below to read about the market size, key growth drivers and a competitive landscape of the US apparel accessories market. We also cover key trends among brands and retailers as they aim to better serve the market demand.

Reasons to Read

On the surface, Black Friday 2022 may seem exceptional—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy.

Data in this report include:

  • The US consumer’s personal savings rate over the past year
  • The number of US shoppers that expect to spend less this holiday season than last
  • The number of US consumers who consider inflation the biggest issue affecting them this holiday season

Companies mentioned in this report include: Amazon, Costco, The Home Depot, Macy’s and Target

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We analyze proprietary data from our US CBD survey, covering consumers’ average spending, reasons and methods for consumption and where consumers purchase CBD.

Data in this report include:

  • Average monthly spend on CBD products, overall and by gender
  • Reasons for using CBD products, overall and by gender
  • Which products containing CBD consumers used within the past 12 months as of July 2022, overall and by gender
  • Current frequency of CBD use as of July 2022, overall and by gender, age and reason for use
  • Where consumers purchased CBD products in the past 12 months as of July 2022, overall and by gender

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We analyze our Coresight 100 global retail companies in terms of their 10-year financial performance. Our analysis covers sales growth, margins, free cash flow, return on capital and debt levels, and slices companies by size and type (brands versus retailers). We also discuss winning strategies to emulate high-performing companies.

Data in this report include:

  • Coresight 100 companies’ absolute change in revenue from 2012 to 2022 TTM
  • Coresight 100 companies’ average operating margins and average absolute change in operating margins from 2012 to 2022 TTM
  • Coresight 100 companies’ average unleveraged free cash flow margins and absolute changes from 2012 to 2022 TTM
  • Coresight 100 companies’ average return on capital and average absolute change in return on capital from 2012 to 2022 TTM
  • Coresight 100 companies’ average debt-to-equity ratios and average absolute change in debt-to-equity ratios from 2012 to 2022 TTM

Companies mentioned in this report include: Amazon, Costco, Estée Lauder, H&M, Home Depot, L’Oréal, Lululemon Athletica, Lowe’s, Target and Walmart

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings.

This week, there are highlights from companies that reported in the week ended November 20, 2022, across multiple sectors: apparel and footwear specialty retailers, beauty brands and retailers, department stores, e-commerce, home and home-improvement, mass merchandisers, off-price retailers and warehouse clubs.

Data in this report are:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Alibaba, Bath & Body Works, BJ’s Wholesale Club, Gap Inc. and Kohl’s Corporation

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The furniture and home-furnishings retail market is affected by economic volatility. Our Market Outlook analyzes:

  • The size of the market and online market
  • Driving factors including rising prices for products and homes
  • The competitive landscape
  • Themes we are watching such as store counts, sustainability and the metaverse
  • Innovators such as Marxent and Lectra

Read our complete coverage of the home and home-improvement sector.

 

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