Market Navigators/Market OutlookResearch Preview: Market Navigator—US Healthcare Madhav Pitaliya, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research April 3, 2024 Reasons to ReadOur Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming Market Navigator report on the US healthcare market. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of retailers’ and brands’ revenues, and explore the competitive landscape. We also provide a sneak peek of the themes we are watching in the market, aligning with our RESET framework. Look out for our full report next week to explore these topics in further detail and to discover key insights about market factors, the US macro context and more. Data in this research report include: US healthcare categories’ share of personal healthcare spending US funding sources’ share of healthcare spending US major health-sector retailers’ and brand owners’ revenues Companies mentioned in this report are: CVS Health Corporation, Humana, McKesson, Johnson & Johnson, Rite Aid, UnitedHealth Group, Walgreens Boots Alliance Other relevant research: Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond All Coresight Research coverage of drugstore retailing 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 ReportShein’s “Supply Chain as a Service”: Reshaping Retail Logistics Anand Kumar, Associate Director of Research April 3, 2024 Reasons to ReadOnline fashion behemoth Shein is extending its small-scale, made-to-order model to third-party brands and designers. In this report, we discuss the potential offerings under the new “supply chain-as-a-service (SCaaS)” initiative and explore its implications for Shein, third-party brands and retailers, and broader retail. Companies mentioned in this report include: Alibaba, Amazon, ASOS, Boohoo, H&M, Inditex, Shein, Target, Uniqlo, Walmart Other relevant research: Retail Industry Analysis: What Can Retailers Learn from Shein and Temu? Data Dive: Shein in Numbers as It Files for a US IPO Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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 Outlook: US Foodservice—Value Initiatives Take Center Stage Amid Waning Consumer Traffic Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 3, 2024 Reasons to ReadEach Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. In this Market Outlook, we explore the size and trajectory of the US food-away-from-home (FAFH, also known as foodservice) market and key factors impacting growth. We also cover the performance and outlook for online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2024 and beyond. Data in this research report include: US FAFH total sales and sales growth, 2019–2028E US online meal-delivery sales, 2019–2028E FAFH and total inflation, September 2022–January 2024 Global and US revenues of major publicly traded restaurant chains in the US, FY18–FY23 Store numbers of the top five restaurant chains (by store portfolio) in the US Companies mentioned in this report include: Chipotle, Domino’s Pizza, Dunkin’, McDonald’s, Restaurant Brands International, Shake Shack, Starbucks, Subway, Taco Bell, Wendy’s, Yum! Brands Other relevant research: Market Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging Opportunities US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation Market Outlook: US Food Away from Home—A Challenging Economic Backdrop To Weigh on Growth in 2023 Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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 ReportFive Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail Insights Swarooprani Muralidhar, Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research April 2, 2024 Reasons to ReadOur China Retail Insights series presents the latest insights from the ever-evolving landscape of China’s retail market. Each report in this series provides on-the-ground updates, dissecting the trends, innovations and consumer behaviors that are shaping one of the world’s most dynamic retail environments. Why does China present huge opportunity for Western retailers, and how can they win in the China retail market? In this report, we discuss some of the key drivers and trends shaping China’s retail landscape, and map the status of selected technologies in China along the Coresight Research “Innovation Adoption Path.” We present strategies for Western brands and retailers to achieve success in the China market. Discover insights on localization, livestreaming, the customer experience and more. Data in this research report include: The size of the China retail and e-commerce markets Market factors—comparing China to the US and India The Coresight Research Innovation Adoption Path Livestreaming market size—China vs. the US 2023 Singles’ Day GMV—traditional platforms, livestreaming platforms and on-demand platforms Companies mentioned in this report include: Adidas, Alibaba, Inditex, JD.com, Kering, Kuaishou Technology, LVMH, NIKE, PDD Holdings, The Estée Lauder Companies, Weibo Other relevant research: Retail 2024: 10 Trends in China Retail The Coresight Research China Consumer Survey Insights series All Coresight Research coverage of China retail and Singles’ Day Deborah Weinswig, CEO and Founder of Coresight Research, presented on retail innovation in China at Shoptalk 2024. Read the full presentation here. 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 DiveAmazon Makes Gains During Big Spring Sale Event: US Consumer Survey Insights Aditya Kaushik, Analyst April 2, 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 March 25, 2024. Data in this research report are our latest proprietary survey findings on: 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
Deep DiveRetail-Tech Landscape: Generative AI Infrastructure John Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services April 1, 2024 Reasons to ReadThe ability of GenAI (generative artificial intelligence) and AI/ML (machine learning) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage, including by providing ways to optimize and improve training data and to develop customized, context-relevant GenAI models. In this Retail-Tech Landscape, we discuss key trends in GenAI infrastructure and present selected technology providers globally, with innovative solutions spanning model development, cloud services, AI chips and more. Companies mentioned in this report include: Adept, Adobe, Aleph Alpha, Alibaba, AMD, Anthropic, AWS, Cohere, Databricks, Digi International, Google Cloud, IBM, Intel, Lightning AI, McFadyen Digital, Microsoft, Mistral AI, Nvidia, OpenAI, Qualcomm, Salesforce, SAP, Scale AI, Shopify, Snowflake, Stability AI Other relevant research: Retail-Tech Landscape: Generative AI Applications More research on GenAI in retail All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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
Analyst CornerAnalyst Corner—Profit Potential for Preloved Products? A View of the US Fashion Resale Market with Sunny Zheng Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 31, 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. This week, Sunny Zheng, Analyst, presents her take on the US fashion resale market, which has evolved from a single-billion-dollar market in 2008 to a $30+ billion market in 2023. Other relevant research: Breathing New Life into the Shopping Experience: The Surge of the Resale Market—China Retail Insights Returns, Resale and Sourcing in Apparel—Infographic More research on apparel and footwear retailing Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Analyst Corner reports, including last week’s, which offered our outlook on the UK DIY retail sector. This document was generated for
InfographicThree Data Points We’re Watching This Week: US Retail Focus John Mercer, Head of Global Research and Managing Director of Retail Research March 29, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. From retailers’ perspectives on pricing and promotion to consumer gifting preferences and projected US retail sales growth, discover the key data points we are watching in week 13 of 2024. Dive into the full research reports behind these data points: The State of In-Store Retailing: Opportunities To Redefine Operations Seasonal Shopping, 2Q24—Expectations for Memorial Day, Mother’s Day, Father’s Day and Holiday 2024: US Consumer Survey Insights Extra March 2024 Leading Indicators of US Retail Sales: Growth To Remain in Mid-Single-Digit Range Amid Rising Consumer Sentiment 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 13: Five Below Announces US Store Expansion Plans Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 29, 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: Five Below, Screwfix 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
Insight ReportMarch 2024 Leading Indicators of US Retail Sales: Growth To Remain in Mid-Single-Digit Range Amid Rising Consumer Sentiment Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 28, 2024 Reasons to ReadThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of March 26, 2024. Data in this research report include: Proprietary Coresight Research projections for retail sales growth by month for the next 12 months US actual retail sales versus model predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity For Retail Sales Growth The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports 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 DiveSeasonal Shopping, 2Q24—Expectations for Memorial Day, Mother’s Day, Father’s Day and Holiday 2024: US Consumer Survey Insights Extra Aditya Kaushik, Analyst March 28, 2024 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We discuss consumer behavior during Valentine’s Day and Presidents’ Day in the first quarter of the year (1Q23) and analyze their expectations for key shopping holidays in 2Q24: Memorial Day, Mother’s Day and Father’s Day. We also look ahead to the 2024 holiday season. This report includes results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Data in this research report are our proprietary survey findings on: Whether US consumers expect to celebrate and spend on key holidays in 2Q24 How much consumers expect to spend on key holidays in 2Q24—compared to last year and in dollar terms What activities consumers plan to do to celebrate the 2Q24 events Consumers’ spending expectations for the 2024 holiday season compared to last year Consumers’ expectations for inflation and their personal financial situation Other relevant research: Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra 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
Deep DiveThe State of In-Store Retailing: Opportunities To Redefine Operations Sunny Zheng, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 27, 2024 Reasons to Read This is an annual study. Access the latest report, the 2025 edition, here: The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by Technology Understand the state of in-store retailing and dive into critical opportunities to redefine store operations with this comprehensive research report. Discover the challenges that lie between retailers and optimal store efficiency. Uncover opportunities to better navigate pressures in managing out-of-stocks, executing pricing and promotion, ensuring planogram compliance, and managing allocation and assortment planning. Explore the transformative potential of store intelligence technologies to optimize operations through enhanced efficiency, agility and innovation. Our analysis is informed by a Coresight Research survey of US-based retailers in the drugstore, grocery, mass merchandise and warehouse club sectors. This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe. Data in this research report include: Potential sales gain as a result of solving in-store efficiencies in selected retail sectors, 2024E and 2027E Proprietary survey data—extent of challenges and level of visibility across store-related business functions, challenges in achieving store efficiency, financial impact of store inefficiencies, and investment levels (current and future) for store intelligence technologies Other relevant research: In our webinar, Coresight Research and Simbe delved into our findings from this research report, discussing the challenges and opportunities that retailers face across store planning and operations and retailers’ plans to invest in store intelligence technologies. Don’t miss out! Watch the webinar replay and read the associated presentation. 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. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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 DiveSurprising Declines in Consumer Activity: US Consumer Survey Insights Aditya Kaushik, Analyst March 26, 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 March 18, 2023. Data in this research report are our latest proprietary survey findings on: What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Where consumers have bought food and nonfood products from in the last 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
Insight ReportResearch Preview: Retail-Tech Landscape—Generative AI Infrastructure John Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 25, 2024 Reasons to ReadThe ability of GenAI (generative artificial intelligence) and AI/ML (machine learning) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage, including by providing ways to optimize and improve training data and to develop customized, context-relevant GenAI models. This Research Preview offers an early look at our forthcoming Retail-Tech Landscape of selected technology companies that provide generative AI (artificial intelligence), also known as GenAI, infrastructure. Dive into key trends and uncover the key categories of the market. Look out for the full report, publishing next week, to discover the featured companies! Other relevant research: Retail-Tech Landscape: Generative AI Applications More research on GenAI in retail All our Retail-Tech Landscapesspotlighting innovators that are disrupting the retail industry 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: The Cyclical vs. the Structural in UK DIY Retail, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research March 24, 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. This week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, presents our outlook on the UK DIY retail sector, based on our recently published research. Discover the short-term, cyclical macroeconomic forces and long-term, structural headwinds impacting UK home-improvement retailing. Other relevant research: Market Outlook: UK Home-Improvement Retailing—Easing Market Conditions and Pent-Up Demand To Support Sales Growth More research on home and home-improvement retailing Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter Growth Analyst Corner—A Budget for Retail? Reviewing the UK’s 2024 Finance Update with John Mercer Retail 2024: Five Forces and Five Trends Shaping UK Retail Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Analyst Corner reports, including last week’s, which offered insights into opportunities for brands and retailers to drive innovation in China. This document was generated for
