Deep DiveFewer Consumers Report Inflation-Induced Shopping Changes: US Consumer Survey Insights Aditya Kaushik, Analyst February 20, 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 February 12, 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 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
Deep DiveConsumers’ Appetite for In-Store Shopping Remains Resilient: China Consumer Survey Insights Madhav Pitaliya, Analyst February 19, 2024 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our weekly surveys conducted in January 2024. Data in this research report are our proprietary survey findings for: Avoidance of public places, by type of public place—latest data and one- and four-week PPT changes Activities that consumers have done in the past two weeks What products consumers have bought in-store and online in the last two weeks Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China E-Commerce 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—Keep Up with Retail Dynamics: The Fast Luxury Model with Sunny Zheng Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 18, 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 discusses the new “Fast Luxury” model from Coresight Research, offering her thoughts on the shifting dynamics of luxury retail. Other relevant research: Introducing “Fast Luxury” and Its Implications for the Retail Market US Fashion Resale Market: E-Commerce and Luxury Capture Greater Share 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 discussed the growing popularity of deep-discount grocers in the 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 February 16, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight recently published sales data from Amazon and retail-technology trends to watch in 2024. 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 7: Pandora Announces Store Expansion Plans Aaron Mark Dsouza, Data Analyst February 16, 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: Pandora, Primark 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 ReportJanuary 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid Growth Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 15, 2024 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in January 2024, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), January 2023–January 2024 Year-over-year changes in retail sales by sector, January 2024 and December 2023 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. 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 ReportRetail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting Offenses Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 15, 2024 Reasons to ReadContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Data in this research report include: Recent police-recorded shoplifting offenses in England and Wales Companies mentioned in this report include: Albertsons, Avery Dennison, Co-op, Destiny USA, Flock Safety, Jumbo, Schnucks Other relevant research: Read the previous report in the Retail Shrink and ORC series. RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention Watch our Insights Video for more insights from our analysts on loss prevention. 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 2024: Top 10 Trends in Retail Technology John Harmon, CFA, Managing Director of Technology Research February 15, 2024 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail in 2024, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. In this report, we provide an overview of the retail-tech market and present 10 key technologies that we expect to be influential in retail in 2024—with discussion of what we think is significant today and what will be important in the year ahead. Key topics include generative AI (artificial intelligence), Web3-enabled supply chains, loss prevention, edge computing, food waste and more! Companies mentioned in this report include: Adobe, Alphabet, Amazon, Avery Dennison, Diebold Nixdorf, Honeywell, JCI, IBM, Intel, Microsoft, Nvidia, Oracle, Panasonic, Qualcomm, Salesforce, SAP, Snowflake, Zebra Technologies Other relevant research: Retail 2024: US E-Commerce Technology Trends Retail 2024 Sector Outlooks: Ebook All our coverage of generative AI 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
Insight ReportEarnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report fourth-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended February 11, 2024, across five sectors: apparel and footwear, beauty, drugstores, e-commerce and luxury. Data in this report are: 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, Coty, CVS Health, Estée Lauder, Ralph Lauren, Tapestry, Under Armour, VF Corporation Other relevant research: Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty 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
Deep DiveConsumers Report Strong Financial Health: US Consumer Survey Insights Aditya Kaushik, Analyst February 13, 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 February 5, 2024. Data in this research report are our latest proprietary survey findings on: Consumers’ levels of unsecured debt and expectations of financial windfalls Activities that consumers have done in the past two weeks What consumers have bought in-store and online in the last 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
Market Navigators/Market OutlookMarket Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Aditya Kaushik, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research February 12, 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 drugstore and pharmacy retailers operating in the US. 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 sustainability, GenAI (generative artificial intelligence), consumerized healthcare and private-label offerings. 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, 2018–2027E Sales breakdowns by sector, 2022 Online sales, year-over-year growth and e-commerce penetration rates, 2018–2027E Prescription and non-prescription drug Consumer Price Index (CPI), as well as the pharmacies and drugstores Producer Price Index (PPI) Revenues, operating margins and store portfolios of leading companies from across the US drugstore and pharmacy landscape 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: Adobe, Albertsons, Amazon, Best Buy, Chewsy, Cityblock Health, CVS Health, Dollar General, Good Neighbor Pharmacy, Google, Hy-Vee, Koninklijke Ahold Delhaize, Kroger, Microsoft, Publix, Rite Aid, Target, Walgreens Boots Alliance, Walmart Other relevant research: The Research Preview for this report US Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare Expansion Five Ways AI Is Being Used in Drugstore Retail Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots Alliance 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
InfographicThe Fast Luxury Model and Its Implications for the Retail Market Coresight Research February 12, 2024 Reasons to ReadThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. Our model is also driven by forces such as casualization, resale and demand for authentication. We introduce the Fast Luxury model in this research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Other relevant research: Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. All Coresight Research frameworks 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 ReportIntroducing “Fast Luxury” and Its Implications for the Retail Market Sunny Zheng, Analyst February 12, 2024 Reasons to ReadThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. Our model is also driven by forces such as casualization, resale and demand for authentication. We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Companies mentioned in this research report include: Amazon, Burberry, Canada Goose, Chanel, Fashionphile, Harrods, Hermès, Kering, LVMH, Poshmark, The RealReal, Rebag, Selfridges, Tapestry, ThredUP Other relevant research: 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
Analyst CornerAnalyst Corner: The Rise of Grocery Discounters with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 11, 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, Sujeet Naik explores the growing popularity of deep-discount grocers in the US and its implications for the grocery landscape. Other relevant research: Learn more about the US grocery discounter landscape in our Ebook: Discount Decades. Read more Coresight Research coverage of grocery retail, including our definitive guide to the US market and its prospects this year. Visit the Coresight Research Food, Grocery and CPG Retail 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 previewed our upcoming Market Navigator on US drugstore retailing. This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across Banners Aaron Mark Dsouza, Data Analyst February 9, 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: H&M, Nordstrom, The RoomPlace, Tractor Supply Company, Walgreens Boots Alliance 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
