Deep Dive | July 14, 2022 Premium US Back to School 2022: Channels and Retailers—Who Is Set To Capture Share?Continuing our US Back-to-School 2022 series, we analyze the channels and retailers that US consumers look set to shop this season. We identify who is set to capture share of back-to-school spending, leveraging findings from a proprietary survey of US consumers. Read More
Insight Report | July 13, 2022 Premium Amazon Prime Day 2022 Insights: Amazon Limits Its Ambitions in Testing TimesSince its launch in 2015, Prime Day has become one of the most important events in the US retail calendar. We present our observations during the two days of Prime Day 2022. Read More
Deep Dive | July 13, 2022 Premium America’s Biggest Grocery Retailers: Assessing Performance and StrategyWe explore the competitive landscape of the US grocery market by analyzing performance metrics for the top eight US grocery retailers. We also analyze the companies’ propositions and business strategies. Read More
Insight Report | July 12, 2022 Premium What Does the Global Chip Shortage Mean for Retailers?Global production of automobiles, appliances and consumer electronics continue to be plagued by shortages of semiconductors—i.e., chips. We discuss the root causes of the global chip shortage and its implications for retailers. Read More
Deep Dive | July 12, 2022 Premium E-Commerce Outlook: US Beauty—Skincare To Lead Online GrowthAn increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond. Read More
Deep Dive | July 11, 2022 Premium The Evolving Gender-Free Category: Trends and Opportunities in Apparel, Footwear, Jewelry and BeautyWe examine the growing gender-free category with evidence of its evolution through more mainstreaming of gender identity, legal requirements, store openings, product launches and celebrity brands. We also analyze how education and fit are considerations for any brand or retailer considering entering the category. Read More
Deep Dive | July 5, 2022 Premium Market Outlook: Australian Grocery Retailers—Online Grocery Battles To Heat UpIn this Market Outlook, we discuss the Australian grocery sector, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More
Deep Dive | July 4, 2022 Premium US Back to School 2022: Retail Outlook—Here’s What Shoppers Say They Will DoAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Store Tracker | July 1, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 26: US Store Openings Up 3% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Buc-ee’s and Chico’s, among others, in the US and FatFace, Frasers Group and HMV, among others, in the UK. Read More
Insight Report | July 1, 2022 Premium 6.18 Shopping Festival Tests Chinese Consumer Appetite For Discounts and Deals Following LockdownsThis year’s 6.18 Shopping Festival tested the appetite of Chinese consumers amid continued lockdowns and supply chain disruptions that have dominated the country in 2022. This report discusses the performance of e-commerce platforms such as JD.com and Alibaba’s Tmall and cover three key trends that we saw during this year’s 6.18 event. Read More
Insight Report | June 30, 2022 Premium Amazon Prime Day 2022: Preview—Five Key InsightsOur Amazon Prime Day preview report presents five key insights into Prime Day 2021 in advance of the event on July 12–13, covering popular product categories, Prime membership rates and competing retailers’ sales events. Read More
Market Outlook | June 29, 2022 Premium Market Outlook: US Luxury Set for Solid GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the US personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
Deep Dive | June 28, 2022 Premium US Consumer Tracker: Consumers Shop More In Person as Avoidance DropsConsumers are shopping more in-person as overall avoidance drops. The latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More