Reasons to Read

We have seen a flurry of interesting acquisitions and investments in the global luxury market in recent years. We discuss selected major M&A (mergers and acquisitions) deals in 2021 and explore the key growth areas in luxury business expansion moving forward.

This report covers the following:

  • A breakdown of M&A and private placements in the global luxury market, by disclosed transaction value
  • M&A strategies by large luxury companies, small luxury companies and private equity firms
  • The current focus on supply chains and manufacturing
  • M&A and private placements on the horizon

We also provide a full list of M&A and private placement transactions from 2019 to late January 2022 in the appendix at the end of this report.

Contents (Click to navigate)

Introduction

M&A in the Global Luxury Market: Coresight Research Analysis

M&A and Private Placements in 2022 and Beyond

What We Think

Appendix

 

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Reasons to Read

In this Market Outlook, we explore China’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, themes we are watching and retail innovators.

Interested in China retail? Read our recent reports on the country’s e-commerce trends for 2022 and grocery retail innovation with Freshippo.

Cut out and keep our 2022 calendar on the key festivals and holidays for promotional campaigns in China.

Click here to read more Coresight Research Market Outlook reports.

Contents (Click to navigate)

What’s the Story?

Market Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Reasons to Read

Coresight Research’s January 24, 2022, survey explores US consumers’ plans for Valentine’s Day spending. We also provide a detailed update on consumers’ overall behavior and expectations, with a focus on the implications for US retail.

This week’s US Consumer Tracker covers the following:

  • Valentine’s Day spending expectations, including how much consumers will spend versus last year as well as how and where they will shop
  • What shoppers are buying online and in-store
  • What consumers are doing and where they are going—including avoidance of public places
  • Which retailers consumers are buying from—for food and nonfood purchases

Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports.

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended January 30, 2022, across multiple sectors: apparel and footwear brand owners (Levi’s), drugstore retailers (Walgreens Boots Alliance) and home-improvement retailers (Tractor Supply Company).

Click here to read the 3Q21 Earnings Season Wrap-Up.

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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.

We examine the US athleisure market—sports apparel and footwear that can be worn for casual purposes—and identify key drivers and trends in the market. We explore what brands and retailers are doing to better serve the market.

Reasons to Read

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers strong sales from December 2021.

We discuss changes in US consumer spending, year over year and on a two-year basis, across the following sectors:

  • Footwear
  • Clothing, comprising the subcategories of children’s, women’s and men’s clothing
  • Selected beauty categories

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

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Reasons to Read

We explore the use of advanced technologies in digital marketing—including AI-enabled solutions—to improve customer satisfaction and drive incremental value.

We leverage findings from Coresight Research survey of US-based executives whose companies (across various industries) use advanced technologies in digital marketing or plan to do so in the next three years.

This report is sponsored by Persado, an AI-enabled technology provider that helps businesses use the right words at the right time in every customer interaction.

Click here to read more Innovator Research from Coresight Research.

Non-subscribers can access the report by completing the form on this page.

Contents (Click to navigate)

Introduction

AI-Powered Language: Coresight Research x Persado Analysis

Content Generation

Personalization

Effective Use of First-Party Data

Enhanced Customer Experience

Persado: An AI-Enabled Platform That Uses NLG To Improve Customer Communication

What We Think

Survey Methodology

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Reasons to Read

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’s note “From the Desk of Deborah Weinswig” discusses Amazon’s first venture into brick-and-mortar apparel retail.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

Alibaba-owned grocery chain Freshippo has expanded rapidly since its launch in China in 2016. In this report, we examine the strategies and innovations underpinning its success in the following key areas:

  • Its multi-format, multi-banner and omnichannel approach
  • The deep integration of its proprietary last-mile services and supply chain
  • The powerful advantage of online data for offline operations

Read our profile of Freshippo’s parent company, Alibaba.

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Reasons to Read

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

  • A week-by-week comparison of store openings and closures in the US and UK in year-to-date 2022
  • What is happening in retail in the US and UK this week
  • 2021 and year-to-date 2022 major US and UK store openings, store closures and bankruptcies

This week, there are highlights from Barnes & Noble, Buc-ee’s and Earth Fare in the US and Boots Opticians, CEF and Sweaty Betty in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Kmart.

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker reports.

Complementing our weekly report, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2022 year to date, filterable by sector and year. Click here to view.

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Reasons to Read

Analyzing consumer demand in December 2021, strong growth in retail sales in the US, solid sales growth in the UK against weak 2020 comparatives, and slowing sales growth in China. 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
  • Food and fuel prices
  • Retail sales

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.

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Reasons to Read

Chinese New Year is the single most important holiday of the year in Chinese culture. Our preview report looks at what to expect from this annual retail opportunity, covering the following key areas:

  • Predictions of travel within China
  • The implications of consumer travel for retail spending
  • Themed product launches from luxury brands

Read our flagship yearly report on Chinese e-commerce trends here.

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Reasons to Read

Athleisure has seen strong demand over the last few years, driven by growing enthusiasm for wellness and fitness activities alongside the acceleration of the casualization trend amid the pandemic. We discuss the US athleisure market, including our growth expectations and the primary market drivers. We also discuss the competitive landscape and key trends we are seeing.

Click here to read more Coresight Research coverage of apparel and footwear.

For our latest Market Outlook on global fast fashion, click here.

Contents (Click to navigate)

Introduction

The US Athleisure Market: Coresight Research Analysis

Market Size

Market Factors

Athleisure and Sportswear/Casual Wear Boundaries Continue To Blur

Competitive Landscape

What We Think

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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.

Our US and UK Store Tracker Extra: Store Openings and Closures 2021 Review and 2022 Outlook supplements our Weekly US and UK Store Openings and Closures Tracker. We review store closures and openings in the US and the UK—including breaking down the numbers by sector and analyzing the retailers that significantly contributed to total openings and closures over the year. We also present our projections for US store closures and openings in 2022.

Click the image to read the full report. Click here to access the key data for store openings and closures by UK retailers in 2021.

Reasons to Read

In the current environment of labor shortages and heightened competition for hourly workers, we explore the challenges that service-industry employers face in setting schedules for hourly frontline workers, and we discuss their future priorities and plans for implementing staffing platforms.

We leverage findings from Coresight Research survey of mid-sized to large enterprises in the retail, hotel, restaurant and other hospitality sectors.

This report is sponsored by Workday, a provider of enterprise cloud applications for financial management, human resources, planning, spend management and analytics.

Click here to read more Innovator Research from Coresight Research.

Contents (Click to navigate)

Introduction

Staffing Challenges in Retail and Hospitality: Survey Analysis

Current Usage of Workforce Management Platforms

Significant Financial Impacts of Poor Forecasting and Scheduling

Employer Satisfaction and Dissatisfaction with Current Platforms

Challenges in Setting Schedules

Employers’ Views on Employee Sentiment

Employers’ Future Plans for Workforce Scheduling Platforms

What We Think

Methodology

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