May 13, 2022 Deep Dive Premium US Packaged Foods Outlook—Sticky Consumer Habits and Price Hikes To Support Outsized GrowthWe examine the US packaged foods category, which saw substantial growth during the pandemic. We expect some pandemic behaviors to stick, leading to category growth despite several external headwinds.
May 12, 2022 Deep Dive Premium Smart Shopping Solutions To Meet Consumer Expectations for Offline Retail in IndiaRetailers need to address customers’ evolving needs to stay agile and competitive. We look at customers’ current needs, smart shopping solutions to meet consumer expectations and the advantages of implementing these solutions.
May 11, 2022 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarWe begin our countdown to Singles’ Day, the world’s largest online shopping event in terms of GMV. We explore the context of this year’s festival, as well as the opportunities to participate in 11.11 through Chinese e-commerce platforms Alibaba and JD.com, covering international brands, sustainability initiatives and logistics.
May 11, 2022 Deep Dive Premium Inflation and Apparel: How US Retailers and Consumers Are RespondingIn this inflationary environment, apparel retailers are faced with high input costs while consumers are coping with wages that haven’t kept pace with inflation. We analyze the factors driving apparel inflation, the strategies different retailers are taking to save costs and the ways consumers are changing their spending.
May 11, 2022 Insight Report Premium Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others.
May 10, 2022 Deep Dive Databank Members US Consumer Tracker: Inflation Update—Consumers Change Their PlaybookConsumers are adopting new shopping strategies to respond to record levels of inflation. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
May 9, 2022 Insight Report Premium May 2022 Leading Indicators of US Retail Sales: Will Consumer Spending Persevere Through Higher Interest Rates and Inflation?In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of May 5, 2022, covering income, savings, the job market and housing, and offer US retail sales projections.
May 9, 2022 Insight Report Premium Building Blocks of the Metaverse: 5GAs part of our Building Blocks of the Metaverse series, we discuss the background and technological structure of 5G wireless connectivity, explore its relationship with the metaverse and present key things that brands and retailers should know about 5G.
May 8, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: Buckle Up, Consumers—Higher Shipping Charges Are Likely Coming Down the PikeThis week’s note “From the Desk of Deborah Weinswig” discusses the prospects for retailers to pass on higher shipping costs to consumers.
May 6, 2022 Deep Dive Premium Retail-Tech Landscape: Digitally Native Vertical Brands (DNVBs)Digitally native vertical brands (DNVBs) position their success on their ability to directly understand and respond to today’s consumers’ unmet needs. We present selected digitally native vertical brands across compelling online retail categories Find more DNVBs on our new DNVB Databank, under the Data tab of this website.
May 6, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% 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 Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK.
May 5, 2022 Insight Report Premium 2022 US Tax Tracker #4: Post-Tax-Day Wrap-Up—IRS Issues $267 Billion in Refunds; Average Refund up 4.9%Each year, the IRS reports tax return filings and refunds on a weekly basis. In the final Tax Tracker for this year’s tax season, we look at what occurred during the 2022 tax filing season, including the number of returns filed and processed and the average refund value.
May 5, 2022 Insight Report Premium Supply Chain Briefing: Lockdowns in China, New Phase of Chartered Ships and US Government Funding for PortsAs part of our Supply Chain Briefing series, we examine how the lockdowns in China are impacting the global supply chain. We also discuss companies’ decisions to charter their own freighters and the US government’s funding allocation to bolster US ports and waterways.
May 5, 2022 Deep Dive Databank Members US Consumer Tracker Extra: Consumers Unleash Pent-Up Demand for Travel and Services Ahead of SummerWith US shoppers returning to spending on services and travel ahead of the summer, we examine consumer behavior broken down by age and income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.
May 5, 2022 Deep Dive Premium Seizing Opportunities in Active, Athleisure and Casual Apparel: US Department Stores Diversify Fashion OfferingsDepartment stores’ apparel assortment has traditionally been weighted toward dressy apparel. We explore and analyze the opportunity for department stores to shift their apparel mix to more casual attire to reflect consumer demands.
