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2022 Global Retail Trends

We present the key global retail trends for 2022, which Coresight Research expects to be a year of transition for consumers and retailers. Our RESET framework for change provides retailers with a model for using that time to adapt to a new world marked by consumer-centricity.

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October 2021 Monthly Consumer Update

Analyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com.

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