Insight Report | July 6, 2022 Premium Amazon Fresh—Unlocking the Potential of Physical Stores in GroceryAmazon Fresh stores are central to Amazon’s multiyear efforts to forge a solid brick-and-mortar presence in grocery—intensifying competition within the industry and reshaping urban commercial real estate scenes. Read More
Insight Report | July 6, 2022 Premium RetailTech: Warehouse Management Platforms—Enhancing the Central Nervous System of the Supply ChainWarehouses form the central nervous system of the supply chain, connecting supply and demand. We discuss the functional areas of warehouse management platforms, enabling technologies (such as artificial intelligence and robotics) and leading warehouse management software solution providers. Read More
Store Tracker | July 6, 2022 Databank Members US Store Tracker Extra, June 2022: New Retail Space To Outpace Closed Retail Space by 2X in 2022The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of June 24, 2022, versus the comparable period in 2021. Read More
Insight Report | July 5, 2022 Premium India Retail Insights: Resale—Opportunities and Challenges for Domestic and International RetailersResale platforms are gaining prominence in India. With a focus on the online channel, we discuss the prominent reselling models, key players in the market, and the opportunities and challenges for domestic and international retailers entering India’s resale space. 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 5, 2022 Premium Reducing GHG Emissions in Retailers’ Supply Chains: The Beginning of a Long Journey to SustainabilityUS corporations are facing growing pressure from the government and stakeholders to reduce their greenhouse gas (GHG) emissions through their supply chains. We discuss how 10 US retailers with global supply chains (selected from the Coresight 100) are responding—covering net-zero goals, science-based targets and more. Read More
Deep Dive | July 5, 2022 Databank Members US Consumer Tracker: The Summer of Travel Rages OnUS consumers continue to travel more. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 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
Insight Report | July 4, 2022 Premium Apparel Brands and Retailers Increase Capital Expenditures, Focusing on Supply Chain and StoresWe explore capital expenditures by apparel brands and retailers in 2022, identifying key investment areas among selected companies in the Coresight 100. Read More
Analyst Corner | July 3, 2022 Register for Free Access Weinswig’s Weekly: BNPL—Bubble Now Popping Loudly?This week’s note “From the Desk of Deborah Weinswig” discusses the state of the BNPL (buy now pay later) industry. Read More
Store Tracker | July 1, 2022 Databank Members 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 US Apparel and Beauty Spending Tracker: May 2022’s Clothing and Footwear Spending Up 4% 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 May 2022, showing that spending is up 4% year over year. Read More
Market Navigators/Market Outlook | June 30, 2022 Premium Market Outlook: Asia Luxury Market To Drive Global Luxury GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the personal luxury market in Asia, discuss the factors driving its growth and cover market themes we are watching. Read More
Insight Report | June 30, 2022 Register for Free Access US CPG Sales Tracker: Online CPG Growth Slows to a Mid-Teens PaceThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended May 15, 2022. Read More
