Insight Report | January 31, 2022 Premium US Apparel and Beauty Spending Tracker: December 2021 Clothing and Footwear Spending Up by Over One-FifthThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from December 2021, which show continuing growth in consumer spending. Read More
Event Coverage | January 21, 2022 Premium NRF 2022 Wrap-Up: The Metaverse, Livestreaming E-Commerce and Value of DataWe provide 10 key insights from NRF 2022, covering the implications for retailers of the rise of the metaverse, livestreaming e-commerce, the value of data and more. Read More
Insight Report | January 18, 2022 Premium December 2021 US Retail Traffic and In-Store Metrics: Traffic Weakens, Ticket Strengthens as Shoppers Consolidate TripsWe analyze store traffic in December 2021 in the midst of rising Covid-19 cases, and review weekly shopper traffic trends through the month, plus traffic by retailer vertical, region and retailer location type. Read More
Insight Report | January 12, 2022 Premium Livestreaming Latest, January 2022: Monetization and E-Commerce Tools Empower Content CreatorsAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space: the expansion of monetization tools for creators, new live shopping events from the social media giants, and game-changing technology partnerships. We also offer examples of recent livestreaming events from retail companies globally. Read More
Market Outlook | January 10, 2022 Premium Market Outlook: Beauty and Personal Care in India—Unmasking from the PandemicIn this Market Outlook, we explore the recovery of the Indian beauty and personal care industry in a pandemic-impacted retail environment. We analyze data on the sector’s size and present our estimates for growth in 2022. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in beauty. This report also discusses a number of key themes in the market—including the boom in men’s grooming, inclusive beauty and data-driven personalization. Read More
Deep Dive | January 5, 2022 Premium America’s Retail Bankruptcies: 2021 ReviewThe US retail industry is navigating an unprecedented era of disruption and transformation. We review major US retail bankruptcies in 2021 in total and by notable retailers. We discuss the key factors that led selected retailers to collapse and compare the bankruptcy landscape in 2021 to 2020. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Insight Report | December 23, 2021 Premium US Apparel and Beauty Spending Tracker: November Clothing and Footwear Spending Up by Almost One-QuarterThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from November 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in TrafficIn November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% 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. Read More
Insight Report | December 14, 2021 Premium Coty Investor Day 2021: Company Sees FY22–FY25 Revenue CAGR of 6%–8%The Coresight Research team attended Coty’s Investor Day 2021. We present key insights from the event, covering the company’s growth plan through fiscal 2025 and its six strategic pillars to achieve growth. Notably, the pillars cover sustainability, social advocacy, e-commerce and expansion in China. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. 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. Read More
Insight Report | December 13, 2021 Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally. Read More
Store Tracker | December 10, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK. Read More