Company ProfileStitch Fix (NASDAQ: SFIX) Company Profile Coresight Research December 26, 2021 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated. Click here to see our full Coresight 100 list and related reports. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Tariffs: Who Wins, Who Loses and What It Means for the EconomyWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—Infographic
Analyst CornerWeinswig’s Weekly: Looking Back at the Many Silver Linings of 2021 Coresight Research December 26, 2021 Reasons to ReadIn 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 the many silver linings from 2021 in the US. Each report also includes recent retail and technology headlines from Asia, Europe and the US. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter
Insight Report3Q21 US Department Store Insights: Revenue Surpasses 3Q19 Levels Coresight Research December 24, 2021 Reasons to ReadCoresight Research’s US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the third quarter of 2021 (3Q21, ended October 30, 2021) compared to last year (3Q20) and the previous year (3Q19). We also discuss their outlooks for the full fiscal year. Click here for more Coresight Research coverage of department stores. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Groceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime DayEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over Year Coresight Research December 24, 2021 Reasons to ReadOur 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 year to date in 2021 What is happening in retail in the US and UK this week Year-to-date 2021 major US and UK store openings and closures This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Macy’s and Rite Aid. 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 2021 year to date, filterable by sector and year. Click here to view. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Free Data GraphicHoliday Bites: How Are Inflation and Supply Issues Affecting Holiday Shopping? Coresight Research December 24, 2021 Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites well as our in-depth research reports on US holiday retail. Click here to access our US Holiday Retail 2021 Databank. Click the image below to read more about how Covid-19 and inflation are impacting the holiday season 2021. This document was generated for Other research you may be interested in:Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified Organizations
Insight ReportUS Apparel and Beauty Spending Tracker: November Clothing and Footwear Spending Up by Almost One-Quarter Coresight Research December 23, 2021 Reasons to ReadThe 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 data from November 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 We also present our estimates for year-over-year growth in the clothing, footwear and beauty categories in the coming months. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store
Insight ReportUS CPG Sales Tracker: Online Grocery Maintains Solid, High-Single-Digit Growth Coresight Research December 23, 2021 Reasons to ReadThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights into the four weeks ended October 31, 2021, across the following metrics: Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as growth from two years prior Online sales growth by category type Breakdown of online sales by category Online sales growth of food & beverage departments Online sales growth of nonfood departments such as beauty and homecare Click here to read more reports in our US CPG Sales Tracker series. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Innovator Matrix: MarTechAnalyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikRetail 2025: 10 Trends Shaping the Retail Media Market
Deep DiveThe New Age of Customer-First Supply Chains: Can Profits and Sustainability Align in the Supply Chain? Coresight Research December 23, 2021 Reasons to ReadThis report is the final installment in Coresight Research’s series of roundtable discussions and research reports, entitled The New Age of Customer-First Supply Chains, which presents key insights into the strategic areas in which brands and retailers can take action to build a resilient and profitable supply chain. We explore environmental sustainability in the supply chain through the lens of Coresight Research’s proprietary EnCORE framework, with a focus on aligning profitability and sustainability in supply chains. Read the other reports in the series: Introduction—Four Pillars for Building a Resilient and Profitable Supply Chain Intelligent Demand Forecasting and On-Demand Manufacturing Customer-Centric Commercial Collaboration: The Importance of Data in Interconnected Supply Chains Supply Chain Visibility Beyond the Control Tower Contents (Click to navigate) What’s the Story? Why It Matters Sustainability and Profitability—Interrelated Priorities in the Supply Chain: Coresight Research Analysis Environmental Awareness Circular Models Optimized Operations Responsible Supply Chains Excellence in Reporting and Communicating What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This YearAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Deep Dive3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter Coresight Research December 23, 2021 Reasons to ReadThis report offers analysis of the third-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss companies across a number of sectors: Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, PVH Corp., Ralph Lauren, Under Armour and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies Online apparel retailers—Stitch Fix Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder and Ulta Beauty Department stores—Kohl’s, Macy’s and Nordstrom E-commerce platforms—Alibaba, Amazon, eBay and JD.com Electronics retailers—Best Buy Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger Food, drug and mass retailers (mass merchandisers)—Target and Walmart Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma Luxury companies—Canada Goose, Capri Holdings and Tapestry Luxury e-commerce—Farfetch and The RealReal REITs—Macerich Company and Simon Property Group Click here to read the 2Q21 US Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicThe Future of AI, Supply Chains and Sustainability: Insights from CES 2025CEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail Space
Insight ReportSupply Chain Briefing: How Are Retailers and Ports Addressing Disruptions? Coresight Research December 23, 2021 Reasons to ReadIn Coresight Research’s 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, we look at how business are chartering ships and turning to logistics automation to ease disruptions. We also discuss extended port hours in US ports as well as proposed new fees. Click here to read the previous report in the series, in which we explore Chinese port shutdowns and the impacts of surging prices and inventory availability issues. Click here to read more Coresight Research coverage of the retail supply chain. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer VisionInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIUS CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer CautionWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra
Free Data GraphicCoresight Bites: Black Friday Drives Year-over-Year Surge in US Retail Traffic Coresight Research December 23, 2021 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. The Coresight Research US Retail Traffic and In-Store Metrics series reviews year-over-year changes in selected store-based metrics, as reported by RetailNext. In this month’s report, we review store traffic changes through November 2021, when total US nonfood store traffic increased by 39% compared to November 2020, higher than October’s 31% year-over-year growth. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. 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. 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. Click the image to read more about the topic. This document was generated for Other research you may be interested in:US Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government DataHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys
Insight ReportHappy Holidays! 2021 Year-End Letter Coresight Research December 22, 2021 As the year draws to a close, the Coresight Research team would like to thank you for your continued readership and engagement in 2021. The year brought excitement, revival and turbulence, and we hope that our research has helped guide you through the unexpected developments in retail. We will continue to provide in-depth research in 2022, including through our US Consumer Tracker, store openings and closures analysis, sector coverage, thematic reports and Innovator research. During the year, we launched a host of new products, such as our US Store Tracker Extra and US Consumer Tracker Extra, both of which complement our core weekly data analysis. We also launched our US Consumer Tracker Databank, introduced new report series such as our Head-to-Heads, Playbooks and Think Tanks, enhanced our research on the supply chain and launched additional coverage of India retail from our Mangalore office. 2021 saw our second annual 10.10 Shopping Festival, in which we leveraged our livestreaming expertise to introduce the first livestream-centered shopping festival. Furthermore, we hosted events grounded in our research, such as the 8.18 Livestream Shopping 2021 Virtual Conference and Supporting the Customer Journey: Localization for Speed to Market and Flexibility. We maintained our unrivaled coverage of other shopping festivals and major events in the retail calendar, too, such as Singles’ Day, Prime Day and the holiday season. We continued to connect retailers and brands with our growing global Innovator database and Coresight Research mentors. Behind the scenes, we enhanced our data science capabilities, extended our presence to Nigeria and expanded our capacity across a range of research and editorial functions. In 2022, Coresight Research will launch new data products and new research report products and series. We will relaunch the Coresight 100, our list of the top retailers to watch in worldwide markets. Furthermore, we will focus our thematic coverage and analyst specialisms around major themes in retail and technology. Our RESET framework for change in retail groups our trends, and our recommendations to capitalize on those trends, around five areas of evolution. Emphasizing the need for consumer-centricity, the consumer sits at the center of this framework, with their preferences, behaviors and choices demanding those changes. Figure 1. RESET Framework Source: Coresight Research Above all, we will aim to offer you a guide to the future of retail amid a still-uncertain context. We look forward to deepening our relationship with you in 2022. Thanks again for your continued readership and engagement, and Happy Holidays! This document was generated for Other research you may be interested in:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24
Free Data GraphicThree Things You Need To Know: SPACs in Retail Outlook—Strong Opportunities for Retailers Coresight Research December 21, 2021 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 explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in FocusFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights
Insight ReportThe 12 Weeks of Holidays 2021: #12— Holiday Homestretch Coresight Research December 21, 2021 Reasons to ReadOur The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In the final installment, we discuss season-to-date (October and November) retail sales in the US and the key trends that are impacting holiday shopping this year—covering Covid-19 impacts and inflation. Click here to read more Coresight Research coverage of US holiday retail. Click here to access our US Holiday Retail 2021 Databank. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar
Insight ReportNovember 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in Growth Coresight Research December 20, 2021 Reasons to ReadIn November 2021, UK retail sales continued to grow, year over year, and registered the largest two-year growth in decades. We review monthly data for UK retail in total and by sector, covering the following: The trend in total value and volume retail sales growth over the last 13 months Value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months Two-year growth rates, in total and by sector Growth in online retail sales, by major sector A Covid-19 lockdown timeline 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Tariffs: Who Wins, Who Loses and What It Means for the EconomyWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer
