Analyst Corner | October 16, 2022 Register for Free Access Weinswig’s Weekly: Shoptober Is Back Again This Year, but for Different ReasonsThis week’s note “From the Desk of Deborah Weinswig” discusses the return of “Shoptober”—the pull-forward of the holiday shopping season into October. Read More
Flash Report | October 14, 2022 Register for Free Access Kroger and Albertsons Announce Merger: Details, Data and ImplicationsOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. Read More
Company Profile | October 14, 2022 Premium Unilever PLC (LSE: ULVR) Company ProfileUnilever is a UK-based CPG company that operates in beauty, personal care, food and home care segments. Headquartered in London, the company operates in over 190 countries and owns an extensive portfolio of over 400 brands. Read More
Event Coverage | October 13, 2022 Premium Big Billion Days 2022 Wrap-Up: Sellers and Consumers Benefit from Tech-Powered Shopping ExperiencesIndia-based online marketplace Flipkart hosted its annual flagship shopping event, Big Billion Days (BBD), from September 23 to 30, 2022. We present key highlights from BBD 2022, including prominent themes, experiences and categories. Read More
Insight Report | October 12, 2022 Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022. Read More
Company Profile | October 11, 2022 Premium Reckitt Benckiser (LSE: RKT) Company ProfileHeadquartered in Slough, England, Reckitt Benckiser offers household and personal products, operating in 62 countries and selling in over 190 countries. Read More
Market Outlook | October 10, 2022 Premium US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-CareIn this report, we discuss the performance and trajectory of the personal care category within the US consumer packaged goods (CPG) sector. We also cover factors impacting the category, the competitive landscape and themes we are watching in 2022 and beyond. Read More
Analyst Corner | October 9, 2022 Register for Free Access Weinswig’s Weekly: 10.10 2022 Is Nearly Here!This week’s note “From the Desk of Deborah Weinswig” previews this year’s 10.10 Shopping Festival. Read More
Company Profile | October 7, 2022 Premium Kimberly-Clark (NYSE: KMB) Company ProfileKimberly-Clark is a US-based CPG company offering apparel, personal care products, personal hygiene products and tissue products. It operates in 34 countries, including Brazil, Canada, France, Germany, Nigeria, Thailand and the US and sells in 175 countries total. Read More
Event Coverage | October 7, 2022 Premium The Beauty Health Company Investor Day 2022: Five-Point Master Plan To Double Sales by 2025On September 15, 2022, The Beauty Health Company (SKIN) hosted its inaugural Investor Day in New York City, New York. We present key insights from the event, including the company’s current financials and its plan for the next three years. Read More
Store Tracker | October 7, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 40: Nearly 5,000 US Store Openings Announced Year to DateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bed Bath & Beyond, Dunham’s Sports and Hermès in the US, among others, and The Food Warehouse, Frasers Group and HMV, among others, in the UK. Read More
Store Tracker | October 5, 2022 Premium US Store Tracker Extra, September 2022: Dollar General Openings Drives Total New Retail Space to 75 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of September 30, 2022, versus the comparable period in 2021. Read More
Deep Dive | October 4, 2022 Premium US Subscription E-Commerce—Unboxing the $15 Billion MarketFollowing strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market. Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. Read More
Event Presentation | October 3, 2022 Premium New Customer Loyalty Tactics: Insights Presented at Groceryshop 2022On September 22, 2022, Ken Fenyo, President of Research and Advisory at Coresight Research, presented at Groceryshop 2022 on customer loyalty tactics in grocery retail. In this presentation, we present five key tactics for grocery and CPG companies boost customer satisfaction, drive repeat purchases and increase customer lifetime value. Read More
