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Research

Coresight Research helps retail clients accelerate innovation and growth. We focus on disruption at the intersection of retail and technology – and help you understand what it means for your business. Coresight Research has a global presence spanning the US, Europe and Asia, including deep expertise in the China market.

Sector Overview: Retail REITs — An Industry in Flux

For US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic and other metrics remain negative. REITs are welcoming non-traditional occupants, particularly food. Just 20% of “A” malls generate 72% of all mall sales in the US.

Sector Overview: US Home and Home Improvement Retailers — Mixed Signals in a Time of Bounty

Annual growth in national spending on home improvement and repair is expected to decelerate in 2019, due to rising mortgage interest rates and flat home sales activity, according to the Joint Center for Housing Studies of Harvard University. Despite this deceleration, other indicators such as home prices, permit activity, and retail sales of building materials are expected to continue to strengthen and drive continued increases in spending in 2019.

Sector Overview: US Apparel Specialty Retailers — Collaborations Are the New Normal

In 2018, U.S. apparel and footwear specialty retailers’ sales totaled $197 billion, according to Euromonitor International, and its analysts forecast sector sales will grow at a CAGR of 3.3% to 2023, reaching $232 billion. Relative to the recent past, 2018’s results were strong. Sportswear and athleisure are driving specialty apparel and footwear sales. We see areas of opportunity in the lingerie and plus-size categories. We expect specialty retailers to continue exploring collaborations, partnerships and global expansion – particularly into China and India.

Sector Overview: North American Food Retailers — Cross-Channel Retailing Is Emerging as the Dominant Model

Each Sector Overview report provides an analysis of a particular retail sector or consumer market. This report covers the North American grocery sector, concentrating on the US. Our coverage focuses on supermarket retailers with some discussion of other grocery channels. Mass merchandisers, warehouse clubs and discount stores are covered in a separate Sector Overview report.

Sector Overview: European Retail — Germany’s Shoppers Cut Back

Apparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending. The latest available data from Destatis, the German national statistics office, show that retail sales across a number of sectors declined year over year in many (or, in some cases, all) of the first nine months of 2018. These sectors include department stores, clothing retailers, footwear specialists, electronics stores, floor-coverings retailers, appliance specialists and furniture retailers. Retail sales growth was tepid at best at DIY retailers over the period. The internet pure-play and mail-order