Deep Dive | April 11, 2022 Databank Members US Consumer Tracker: Reps, Trips, Sips and Snips—Consumers Resume Their Return to ServicesConsumers’ return to services is accelerating amid falling avoidance, creating challenges for retail. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Market Navigators/Market Outlook | April 11, 2022 Premium Market Outlook: US Off-Price Retailing Continues Growth and ExpansionWe analyze the growth prospects for the US off-price sector in 2022 and beyond, and examine the sector’s recent performance and competitive landscape. We present key trends we are watching. Read More
Deep Dive | April 7, 2022 Premium International Grocery Retailers in India: Growth Opportunities Despite Regulatory ConstraintsIndia’s $600 billion grocery retail sector is predominantly unorganized. With organized retail still finding its feet, we examine the opportunities for Western grocery retailers to claim a sizeable slice of India’s grocery sector, as well as the barriers to entry. Read More
Deep Dive | April 7, 2022 Databank Members US Consumer Tracker Extra: Inflation Reactions and Grocery TrendsWith high inflation in US grocery, we examine shoppers’ perceptions of price rises and how they are changing their behavior as a result, with breakdowns by 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. Read More
Store Tracker | April 6, 2022 Databank Members US Store Tracker Extra, March 2022: US Retailers To Open 68 Million Square Feet of Retail Space in 2022The 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 April 1, 2022, versus the comparable period in 2021. Read More
Market Navigators/Market Outlook | April 6, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling ModelsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Deep Dive | April 4, 2022 Premium Onshoring: Is Now the Time for the US?Amid revived debate around reshoring sourcing and manufacturing to the US, we discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US. Read More
Deep Dive | March 30, 2022 Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments. Read More
Deep Dive | March 29, 2022 Databank Members US Consumer Tracker: Rising Avoidance Fuels Online ShoppingOnline shopping is rising along with US consumers’ avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 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
Store Tracker | March 25, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 12: US Store Closures Down 56% 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 Boot Barn, Dillard’s and Whole Foods Market in the US and Adidas, Peacocks and River Island in the UK. Read More
Deep Dive | March 22, 2022 Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators. Read More
Deep Dive | March 21, 2022 Databank Members US Consumer Tracker: Public Avoidance Falls Below 50% as Return to Normality Gathers PaceLess than half of US consumers are now avoiding public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
