April 19, 2023 Deep Dive Premium E-Commerce Outlook: US Apparel and Footwear Sector—Product, Experience and Cost Control Matter Amid Softer DemandIn this E-Commerce Outlook, we examine the size and trajectory of the US online apparel and footwear sector. We explore market drivers, the competitive landscape, key themes we are watching in 2022 and beyond, as well as innovators in the space.
April 18, 2023 Deep Dive Premium Five Trends in US Food CPG: Transparency, Sustainability and Technology Lead the WayWe look at five key food trends in the US CPG market, namely the technologies, initiatives and innovations CPG companies are using to address changing consumer demands around health and wellness, transparency and sustainability.
April 18, 2023 Deep Dive Databank Members US Consumer Tracker: Hints of a More Active ConsumerCertain behaviors may indicate that consumers are beginning to get more active—crucial early signs for retailers. This US Consumer Tracker also includes profiles of consumers who avoid continue to public places and those who buy nonfood products from Amazon, as well as our regular weekly metrics.
April 18, 2023 Insight Report Premium March 2023 US Retail Sales: Growth Decelerates from FebruaryIn March 2023, US retail sales (excluding gasoline and automobiles) grew 6.5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.
April 17, 2023 Insight Report Premium TikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social PlatformThe expansion of TikTok Shop indicates TikTok’s intent to pursue its e-commerce strategy in the US. We discuss what the shopping feature means for brands and retailers, covering how it works, the Affiliate Marketplace and retailer case studies.
April 17, 2023 Deep Dive Databank Members China Consumer Tracker: Consumer Sentiment Continues To FluctuateConsumer sentiment bounced back significantly this week after last week’s dramatic slide. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment.
April 16, 2023 Analyst Corner Register for Free Access Weinswig’s Weekly: Walmart Leans In on Automation To Boost MarginsThis week’s note, “From the Desk of Deborah Weinswig,” discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain.
April 14, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 15: Closures Up in US and UKOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Walmart, among others.
April 13, 2023 Deep Dive Premium Retail-Tech Landscape: Retail MediaRetail media is a key advertising channel, providing retailers with a new revenue stream and marketers with a valuable opportunity to reach consumers. We highlight key industry trends in retail media and present selected companies globally whose technology solutions are helping retailers to build and optimize their retail media capabilities.
April 12, 2023 Deep Dive Databank Members US Consumer Tracker: Shoppers Show Reduced Awareness of Price IncreasesUS shoppers’ awareness of price increases is decreasing, according to our survey data. This US Consumer Tracker includes our four-weekly check on consumers’ reactions to inflation as well as our regular weekly metrics.
April 12, 2023 Deep Dive Databank Members China Consumer Tracker: Avoidance Up, Activity DownAs avoidance ticks up and activities see declining participation rates, seasonal shifts in consumer behavior are emerging. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment.
April 11, 2023 Insight Report Premium March 2023 Leading Indicators of US Retail Sales: Mid-Single-Digit Growth Amid Growing Consumer SentimentThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 28, 2023.
April 11, 2023 Event Coverage Premium Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five YearsWe present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US.
April 11, 2023 Insight Report Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur 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 4Q22 and assess how and why levels are changing across various sectors.
April 10, 2023 Deep Dive Premium Head-to-Head in Global CPG: Procter & Gamble vs. UnileverProcter & Gamble (P&G) and Unilever are two of the largest and most established consumer packaged goods (CPG) companies worldwide. As part of our Head-to-Head series, we provide company overviews as well as insights into five key elements of their businesses.