Market Navigators/Market Outlook | October 13, 2022 Premium Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store RetailWe analyze the US home-improvement (DIY) retail sector as the housing market cools off, covering market size, factors, the online market, competitive landscape and themes we are watching. We also introduce retail innovators. Read More
Deep Dive | October 12, 2022 Premium RetailTech: Cloud Computing—Amazon vs. Google vs. MicrosoftAs part of our RetailTech series, we outline the benefits and types of cloud computing, and discuss the “Big Three” providers of cloud computing services—Amazon, Google and Microsoft—as well as other providers of cloud services and cloud applications. Read More
Insight Report | October 11, 2022 Premium One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11The world’s largest online shopping festival, Singles’ Day is one month away. As part of our countdown to Singles’ Day 2022, we present major e-commerce platforms’ plans for this year’s festival and discuss the influence of short-video platforms, such as Douyin and Kuaishou, on 11.11. Read More
Store Tracker | October 7, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 40: Nearly 5,000 US Store Openings Announced Year to DateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bed Bath & Beyond, Dunham’s Sports and Hermès in the US, among others, and The Food Warehouse, Frasers Group and HMV, among others, in the UK. Read More
Deep Dive | October 6, 2022 Premium September 2022 US Housing Market Indicators: New Residential Construction Slows Amid Declining Sales and Rising Inventory We examine nine indicators to assess the health of the US housing market. The most recent data show declining sales, rising inventories and slowing construction. Read More
Store Tracker | October 5, 2022 Databank Members US Store Tracker Extra, September 2022: Dollar General Openings Drives Total New Retail Space to 75 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of September 30, 2022, versus the comparable period in 2021. Read More
Deep Dive | October 4, 2022 Premium US Subscription E-Commerce—Unboxing the $15 Billion MarketFollowing strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market. Read More
Deep Dive | October 4, 2022 Premium 10 Trends in US Furniture and Home-Furnishings RetailingWe analyze 10 trends in US furniture and home-furnishings retailing, ranging from strengthening brick-and-mortar strategies to using customer data for predictive analytics and personalization. We offer insights for companies seeking to capitalize on ongoing changes in the market. Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. Read More
Deep Dive | September 27, 2022 Databank Members US Consumer Tracker Extra: Who Shops Where? 2022 Shopper DemographicsWe analyze who shops where for food and nonfood by age and income, 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. Read More
Insight Report | September 27, 2022 Premium China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism EventChina’s Golden Week, the week-long holiday following China’s National Day, will take place October 1–7, 2022. We present key insights ahead of the event, specifically the impacts of China’s Zero-Covid policy and current economic environment. Read More
Store Tracker | September 23, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 38: US Store Closures Down 55% 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 Amazon, Giant Eagle and Michaels Stores, among others, in the US and Build-A-Bear, HMV and Next, among others, in the UK. Read More
Insight Report | September 22, 2022 Premium Big Billion Days 2022 Preview: Flipkart Focuses on Technology and Customer ServiceWe present key insights ahead of India-based online marketplace Flipkart’s annual flagship shopping event, The Big Billion Days (BBD), which will take place from September 23–30, 2022. Read More
Insight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
