Deep Dive | March 14, 2022 Databank Members US Consumer Tracker: Consumer Avoidance Hits New LowUS consumers are exhibiting a new record low of avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Store Tracker | March 11, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 10: US Store Expansion Plans Surpass 3,400 New Retail SpacesOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 2nd & Charles, Barnes & Noble and Summer Classics in the US, and Amazon, Dreams and Mere in the UK. Read More
Insight Report | March 10, 2022 Premium Achieving Agility and Resilience in Sourcing: Five Strategies for Brands and RetailersThe pandemic and diplomatic tensions have brought about closer scrutiny of sourcing strategies in retail. Against the backdrop of supply chain disruption, we present five strategies for global brands and retailers to improve sourcing agility and resilience, covering speed to market, technologies, supplier partnerships and more. Read More
Deep Dive | March 9, 2022 Databank Members US Consumer Tracker Extra: Where Consumers Shop—Purchase Behaviors by Income as Inflation SoarsWith consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers’ avoidance of public places by region, 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 | March 8, 2022 Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur 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 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters. Read More
Deep Dive | March 7, 2022 Databank Members US Consumer Tracker: Beauty Purchases SlowOur latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. This week, we note a slowing of cosmetics purchases while the public avoidance rate seems to have stabilized. Read More
Store Tracker | March 4, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 9: Amazon Closing Dozens of Stores in Nonfood RetreatOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. Read More
Store Tracker | March 2, 2022 Databank Members US Store Tracker Extra, February 2022: US Retailers To Open 41 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 February 25, 2022, versus the comparable period in 2021. Read More
Insight Report | March 1, 2022 Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales ExpansionOur 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 February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX. Read More
Deep Dive | March 1, 2022 Databank Members US Consumer Tracker: How Is Inflation Affecting Consumer Behavior?What impact are the highest levels of inflation seen in four decades having on shoppers’ choices? Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | February 21, 2022 Databank Members US Consumer Tracker: Shoppers’ Behavior Is in TransitionUS consumer behavior is in transition as the Omicron surge fades. As consumers return to public places, they are still buying food online, suggesting a possible more permanent shift to e-grocery. Read More
Store Tracker | February 18, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 7: US Openings Up 5% 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 Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. Read More
Deep Dive | February 15, 2022 Databank Members US Consumer Tracker: Consumers Return to Public PlacesAs the Omicron variant recedes in the US, consumers are returning to public places. We track the specific activities they are doing as well as what they are buying both online and in-store. Read More
Insight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur 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 February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. Read More
Market Navigators/Market Outlook | February 9, 2022 Premium Market Outlook: US Grocery Retailers—Channel Stickiness To PersistIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Read More
