April 7, 2022 Deep Dive 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.
April 6, 2022 Store Tracker 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.
April 6, 2022 Market Navigators/Market Outlook 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.
April 5, 2022 Insight Report 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.
April 4, 2022 Deep Dive 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.
March 30, 2022 Deep Dive 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.
March 29, 2022 Deep Dive 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.
March 28, 2022 Deep Dive 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.
March 25, 2022 Store Tracker 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.
March 22, 2022 Deep Dive 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.
March 21, 2022 Deep Dive 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.
March 15, 2022 Insight Report 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.
March 14, 2022 Deep Dive 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.
March 11, 2022 Store Tracker 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.
March 10, 2022 Insight Report 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.
