Event PresentationRetail Innovation: State of In-Store Retailing and Opportunity To Redefine Operations Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services April 11, 2024 Reasons to ReadOn April 9, 2024, Coresight Research hosted a webinar with Simbe, offering insights on the current state of, and best practices for, in-store retailing. A Coresight Research survey found that, on average, retailers are losing 4.5% annually in gross sales due to store inefficiencies. Deborah Weinswig, CEO and Founder of Coresight Research, and Brad Bogolea, CEO and Co-Founder of Simbe, explored how optimizing store operations can help in driving sales, margin savings and improving customer loyalty. Source: Coresight Research This presentation delves into the challenges and opportunities that retailers face across store planning and operations and retailers’ plans to invest in store intelligence technologies. From handling out-of-stocks to executing price and promotional campaigns to refining assortment planning at the store level, discover current complexities in in-store retailing and how retailers can position themselves for sustained success in a rapidly evolving retail landscape. Don’t miss out! Read our full presentation below, and click here to watch the webinar replay! Other relevant research: The State of In-Store Retailing: Opportunities To Redefine Operations—a free research report from Coresight Research and Simbe See all Coresight Research coverage of physical retail and emerging technology More Innovator Research from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused Madhav Pitaliya, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research April 11, 2024 Reasons to ReadEach Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries. In this Market Navigator, Coresight Research explores the US healthcare market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. You will discover key insights about market factors, consumer behavior and preferences—based on proprietary survey findings—the US macro context and more. We also discuss the themes we are watching in the market, aligning with our RESET framework. Key topics covered in this report include consumer-focused healthcare, emerging healthcare-related technologies, sustainability, weight-loss drugs, and the use of AI (artificial intelligence) in healthcare. Included with this Market Navigator: Grab quick access to charts, data points and conclusions in the presentation download Access the data behind key charts and tables in the Excel download Data in this research report include: Market size and year-over-year growth rates, 2018–2028E Healthcare spending as a share of total US spending, 2012–2022 Segment breakdowns by category and funding source, 2022 US Consumer Price Index (CPI) for medical care commodities and medical care services, February 2023–February 2024 Revenues and operating margins of leading companies from across the US healthcare market Proprietary survey data on where US consumers are shopping and what they are buying, as well as how they are changing their shopping habits in response to inflation Companies mentioned in this report include: Alibaba, Amazon, Best Buy, Cardinal Health, Cencora, Centene Corporation, Cigna Group, CVS Health, Elevance Health, Humana, McKesson Corporation, JD.com, Johnson & Johnson, Kroger, Rite Aid, Target, UnitedHealth Group, Walgreens Boots Alliance, Walmart Other relevant research: The Research Preview for this report Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization AI Is Revolutionizing Healthcare: Four Applications, Countless Benefits More reports in the Coresight Research Market Navigator (and Market Outlook) series Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for
Insight ReportRetailTech: Connected TV—Bringing the Store to the Comfort of Your Sofa John Harmon, CFA, Managing Director of Technology Research April 10, 2024 Reasons to ReadConnected TV (also known as CTV) includes smart TVs with apps that enable the consumption of streaming services and those that are connected to sticks or set-top boxes (STBs). This exciting new area is growing in the US and is attracting attention for its opportunities for retail. We discuss connected TV and consider Walmart’s recent $2.3 billion offer to acquire consumer-electronics company Vizio, which would produce one of the first retailer-consumer electronics combinations and could potentially shake up both retail and TV tech. This report is part of our RetailTech series, which explores developments, insights and implications related to established and emerging technologies that are shaping the retail landscape. Data in this research report include: US Internet-connected TV penetration rate, 2014–2023 Companies mentioned in this report include: Amazon, Apple, LG Electronics, Roku, Samsung Electronics, Vizio, Walmart Other relevant research: Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for
Deep DiveNearly Half of Shoppers Seek Out Promotions To Beat Food Inflation: US Consumer Survey Insights Aditya Kaushik, Analyst April 9, 2024 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, our latest findings are from a survey conducted on April 1, 2024. Data in this research report are our latest proprietary survey findings on: Consumers’ awareness of price rises in retail and shopping choices they are making in response, in food and nonfood Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event PresentationAI Integration, Practical and Research Uses, and Challenges Within Real Estate: Insights Presented at the NARG 2024 Spring Meeting Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 9, 2024 Reasons to ReadOn April 8, 2024, Deborah Weinswig, CEO and Founder of Coresight Research, presented on artificial intelligence (AI) opportunities for real estate at the NARG (North American Research Group, ICSC) 2024 Spring Meeting. Read the full presentation to delve into the transformative world of AI, covering its integration, use cases and challenges. Explore the AI opportunity landscape and the speed of AI and GenAI (generative AI) innovation. Discover how Target is creating a unified retail experience. This presentation also includes the Coresight Research AI Risk Mitigation Framework to guide retailers in harnessing the potential of GenAI while safeguarding against its inherent risk. This event also featured a panel discussion with leaders from technology providers GoCharlie and Hawke AI. Other relevant research: Innovator Profile: GoCharlie’s AI Assistant Provides Data Control and Drives Productivity for Brands Innovator Profile: Hawke AI Powers Performance Analytics for Enhanced Marketing Intelligence All Coresight Research coverage of GenAI Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep Dive4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 9, 2024 Reasons to ReadWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Alibaba, Amazon, Bath & Body Works, Best Buy, Burlington Stores, Capri Holdings, Coty, CVS Health, Dollar General, Dollar Tree, Kroger, Lowe’s, Macy’s, PVH, Ross Stores, Tapestry, Target, Ulta Beauty, Under Armour, Walmart, Walgreens Boots Alliance Other relevant research: Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline The Coresight 100 list Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Innovator ProfileInnovator Profile: GoCharlie’s AI Assistant Provides Data Control and Drives Productivity for Brands Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services April 8, 2024 Reasons to ReadThe Coresight Research Innovator Profile series presents essential information on emerging retail-technology companies that are capturing our attention! Discover solution providers that are disrupting traditional retail and fueling innovation across the retail value chain. In this report, we present GoCharlie, whose GenAI (generative artificial intelligence)-powered assistant automates tasks, drives complex workflows and facilitates instant, precise data retrieval. GoCharlie joined Coresight Research in a panel discussion at the NARG 2024 Spring Meeting on April 8, 2024. Other relevant research: All Coresight Research coverage of GenAI Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This document was generated for
Innovator ProfileInnovator Profile: Hawke AI Powers Performance Analytics for Enhanced Marketing Intelligence Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services April 8, 2024 Reasons to ReadThe Coresight Research Innovator Profile series presents essential information on emerging retail-technology companies that are capturing our attention! Discover solution providers that are disrupting traditional retail and fueling innovation across the retail value chain. In this report, we present Hawke AI, whose AI (artificial intelligence)-powered marketing intelligence tool provides data-driven campaign performance analysis. Hawke AI joined Coresight Research in a panel discussion at the NARG 2024 Spring Meeting on April 8, 2024. Other relevant research: All Coresight Research coverage of GenAI Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This document was generated for
Event CoverageShoptalk 2024 Wrap-Up: AI “Hype” and Back to Retail Basics—Loyalty, Physical Stores and More John Harmon, CFA, Managing Director of Technology Research April 8, 2024 Reasons to ReadThe Coresight Research team attended Shoptalk 2024 during March 17–20 in Las Vegas, Nevada. The annual retail conference focuses on the trends, business models and technologies that are shaping the future of retail. We wrap up the event in this report, presenting our top insights across technology innovation, brand growth, the consumer, retail experiences and retail media. Coresight Research is an official research partner of Shoptalk 2024. Companies mentioned in this report include: Alimentation Couche-Tard, Amazon, Build-A-Bear, Canada Goose, DSW, Fanatics, Google, Mattel, Meta, PacSun, Shinola, Tapestry, TikTok, Walmart Other relevant research: Read our Shoptalk daily coverage and “Shark Reef” Startup Pitch Innovator Profiles here. Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail Insights Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online Landscape Playbook: Six Quick Wins in Generative AI Read more about the topics covered in this report: emerging technology, GenAI in retail, retail media Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner—Drugstore Closures Leave US Consumers High and Dry in Pharmacy Deserts: Navigating the Fallout with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 7, 2024 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. As today is World Health Day, this week’s Analyst Corner has a healthcare focus: Aditya Kaushik, Analyst, discusses how drugstore closures are exacerbating the issue of pharmacy deserts in the US. Companies mentioned in this report include: Amazon, CVS Health, Dollar General, Rite Aid, Walgreens Boots Alliance, Walmart Other relevant research: Keep up to date with US store closures with our Weekly US and UK Store Openings and Closures Tracker report series and US and UK Store Tracker Databank. Our forthcoming Market Navigator on healthcare will analyze market growth, the competitive landscape, key themes and more. Take an early look at our research here. Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Read more reports on drugstore retailing. Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Analyst Corner reports, including last week’s, which discusses the US fashion resale market. This document was generated for
Event PresentationExploring Retail Media Network Opportunities in the Convenience Channel: Insights Presented at NACS State of the Industry Summit 2024 Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 5, 2024 Reasons to ReadOn April 3, 2024, John Harmon, Associate Director of Technology Research at Coresight Research, presented on retail media network (RMN) opportunities at the NACS State of the Industry Summit. Read the full presentation to delve into the expansive possibilities offered by RMNs within the convenience channel. Uncover the unique advantages and untapped potential that retail media presents to retailers and suppliers alike, and explore how leveraging a network can revolutionize distribution strategies, enhance product visibility and ultimately drive revenue growth in the convenience sector. Data in this presentation include: US retail media ad spend, 2022–2026E Coresight Research survey findings on US CPG/FMCG brands’ use of RMNs, including investment levels, challenges and RMN differentiators Other relevant research: The US Retail Media Market: Understanding the Ad Buyer’s Perspective in CPG, a free report from Coresight Research and NIQ All Coresight Research coverage of retail media Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 14: Aldi Announces UK Store Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research April 5, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK: 2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies: 2024 and 2023 Companies mentioned in this research report include: Ross Stores, Aldi Other relevant research: The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Retail Research April 5, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. From consumer shopping behavior on Amazon.com to Family Dollar store closures to the size of China’s retail market, discover the key data points we are watching in week 14 of 2024. Dive into the full research reports behind these data points: Amazon Makes Gains During Big Spring Sale Event: US Consumer Survey Insights US Store Tracker Extra, March 2024: Family Dollar Closures Push Total Shuttered Space to 30 Million Square Feet Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail Insights Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight Report4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday Season Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 4, 2024 Reasons to ReadIn our quarterly US Retail Inventory Insights reports, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in the fourth quarter of 2023 (4Q23) and assess why levels may have changed from the year-ago period, across the following sectors: beauty retailers, department stores, discount stores, drugstore retailers, electronics retailers, food and grocery retailers, home and home-improvement retailers, jewelry retailers, luxury retailers, mass merchandisers, specialty retailers and warehouse clubs. Data in this report include: Inventory turnover ratios by quarter for the latest quarter and the prior eight quarters Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: Academy Sports and Outdoors, Bath & Body Works, Best Buy, Costco, Dollar General, Dollar Tree, Foot Locker, Home Depot, Kohl’s, Kroger, Macy’s, Nordstrom, Ross Stores, Sprouts Farmers Market, Tapestry, Target, Walgreens Boots Alliance, Walmart Other relevant research: Click here to read the previous report in the series, which looks at 3Q23. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerUS Store Tracker Extra, March 2024: Family Dollar Closures Push Total Shuttered Space to 30 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research April 4, 2024 Reasons to ReadFamily Dollar’s planned closures will push total closed US retail space to 30 million square feet in 2024. Explore the details of its store closure plans and discover other US retailers’ store closure and opening announcements from March 2024, including their square-footage impact, in this report. Part of our monthly US Store Tracker Extra series, we offer insights into announced developments as of March 29, 2024. Data in this report are: Year-to-date (YTD) announced US store closures and openings estimates for 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2024 versus the comparable period in 2023 Companies mentioned in this report include: Burlington Stores, Dollar General, Family Dollar, Five Below, Rite Aid, The Body Shop, The TJX Companies Other relevant research: View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2024 YTD; for the UK, data span 2017 to 2024 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
