Deep Dive | October 6, 2022 Premium September 2022 US Housing Market Indicators: New Residential Construction Slows Amid Declining Sales and Rising Inventory We examine nine indicators to assess the health of the US housing market. The most recent data show declining sales, rising inventories and slowing construction. Read More
Store Tracker | October 5, 2022 Databank Members 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
Deep Dive | October 4, 2022 Premium 10 Trends in US Furniture and Home-Furnishings RetailingWe analyze 10 trends in US furniture and home-furnishings retailing, ranging from strengthening brick-and-mortar strategies to using customer data for predictive analytics and personalization. We offer insights for companies seeking to capitalize on ongoing changes in the market. Read More
Insight Report | October 4, 2022 Databank Members US Consumer Tracker: Avoidance Steadies as Fall BeginsAs fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 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
Insight Report | October 3, 2022 Premium September 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets. Read More
Deep Dive | October 3, 2022 Premium Head-to-Head in Luxury: Capri Holdings vs. TapestryCapri Holdings and Tapestry are two of the largest luxury groups in the US. As part of Coresight Research’s Head-to-Head series, we provide insights into key elements of the two businesses, covering revenue growth and segmentation, as well as the companies’ digital, product and sustainability strategies. Read More
Insight Report | October 3, 2022 Premium US Apparel and Beauty Spending Tracker: August 2022 Clothing and Footwear Spending Up 2.5% Year over YearThe 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 August 2022, showing that clothing and footwear spending is up 2.5% year over year. Read More
Analyst Corner | October 2, 2022 Register for Free Access Weinswig’s Weekly: Macy’s Manifests a Marketplace with MiraklThis week’s note “From the Desk of Deborah Weinswig” discusses retail’s marketplace phenomenon. Read More
Event Coverage | September 30, 2022 Free Report Kyiv Art & Fashion Days at New York Fashion Week: Six Ukrainian Designers, plus Insights on Ukraine’s Creative EconomyCoresight Research, Mastercard, the Parsons School of Design and Retailers United showcased six Ukrainian fashion designers as a part of Kyiv Art & Fashion Days at New York Fashion Week. We present key insights from a panel discussion hosted by Coresight Research as well as profiles of the six participating designers. Read More
Store Tracker | September 30, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 39: US Store Openings Down 2% 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 Michaels Stores, Road Runner Sports and Shoe Sensation in the US and Decathlon, Dreams and Joules, among others, in the UK. Read More
Event Coverage | September 29, 2022 Free Report Groceryshop 2022 Wrap-Up: 10 Key Themes Across Retail Theater, Livestreaming, Sustainability and MoreThe Coresight Research team attended and participated in Groceryshop 2022, held on September 19–22, 2022, in Las Vegas. In this report, we present our top 10 takeaways from the conference, which covered themes including food waste, innovation, sustainability, partnerships and more. Read More
Event Coverage | September 29, 2022 Premium Coty Skincare Strategy Update 2022: Company To Double Skincare Revenue by 2025We present key insights from Coty’s Skincare Strategy Update, held in September 2022 at the beauty company’s skincare research, development and manufacturing facility in Monaco. We discuss Coty’s skincare revenue goals, its technology initiatives and the strengths of its prestige brands. Read More
Deep Dive | September 29, 2022 Premium US Footwear Retailing: A Brand-Prominent Market Presents Opportunities in Innovative ProductsWe analyze the US footwear market, including recent and projected growth, key market factors and the competitive landscape. We also discuss three themes we are watching that brands and retailers should be aware of as they aim to better serve footwear demand. Read More
