November 17, 2022 Deep Dive Premium Countdown to Holiday 2022: Hottest ToysAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday.
November 16, 2022 Insight Report Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable ShoppingIn our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date.
November 15, 2022 Insight Report Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others.
November 15, 2022 Deep Dive Databank Members US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of HolidayWe assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.
November 14, 2022 Deep Dive Premium E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in GrowthAlthough grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond.
November 11, 2022 Insight Report Premium India Retail Insights: The Open Network for Digital Commerce—Supporting Small Sellers and Curbing Digital MonopoliesThe ONDC is an initiative from the Indian government to promote a countrywide open network for e-commerce. We provide an overview of the ONDC, including its objectives, features, network components, opportunities and the challenges it faces.
November 11, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 45: UK Openings Up 19%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Crocs, Grocery Outlet and Primark, among others, in the US and Aldi, B&Q and Edinburgh Woolen Mill, among others, in the UK.
November 10, 2022 Event Coverage Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy.
November 9, 2022 Event Coverage Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term GrowthAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives.
November 8, 2022 Deep Dive Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023.
November 7, 2022 Deep Dive Premium Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’sWe analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities.
November 4, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% 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 Ace Hardware, Aldi and Boot Barn, among others, in the US and Clarks, Deichmann and Matalan, among others, in the UK.
November 2, 2022 Deep Dive Premium The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030As part of our new Future of series, we look ahead to 2030 with our analysts’ quantitative predictions for US grocery retailing, including market scale, channels, consumer behavior, product categories and technologies transforming the sector.
November 2, 2022 Store Tracker Databank Members US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 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 October 28, 2022, versus the comparable period in 2021.
November 1, 2022 Deep Dive Databank Members US Consumer Tracker: Dollar Stores SurgeWe explore dollar stores’ impressive recent performance in grocery. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.
