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US Consumer Tracker: Inflation—Perceptions and Reactions

US consumers have noticed increased prices and intend to cut their discretionary spending in response, according to Coresight Research survey findings. Our latest US Consumer Tracker analyzes consumers’ perceptions of inflation and provides a detailed update on consumer behaviors, with a focus on the implications for retail.

Reviewing Amazon’s Share of US Online CPG Sales

Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels.

US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021

The 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 August 27, 2021, versus the comparable period in 2020.

Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.

India Retail Insights: The Future of Brick-and-Mortar Retail

Brick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players.