Deep DiveRetail 2024: 10 Trends in China Retail Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 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 discuss 10 key trends for the Chinese retail market in 2024. Each trend reflects broader shifts in consumer behavior, technology adoption and market dynamics. Data in this report include: Overall consumer spending in China and its year-over-year change for 2018–2028E Personal luxury goods spending in China for 2020–2026E Chinese pet market size for 2021–2025E Companies mentioned in this report include: Alibaba, Estée Lauder Companies, Fendi, JD.com, L’Oréal, Luckin Coffee, Lululemon, LVMH, Pinduoduo, Shein, Temu Other relevant research: Key Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar More Coresight Research coverage of retail in China, including our China Consumer Survey Insights weekly survey 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 Purchase this report. Buy Now This document was generated for
Deep DiveRetail 2024: 10 Trends in India Retail Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 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 present 10 trends that will influence India’s retail sector in 2024 and beyond, helping brands and retailers capitalize on key opportunities amid the highly fragmented and rapidly changing sector. Data in this research report include: GMV of e-commerce sales during the Indian festive season (October and November) and year-over-year growth, 2019–2023E The number of Indian millionaires expected by 2026 The share of Indian consumers that engaged in metaverse-related activities in the past six months Survey data on the reasons companies in India are deploying new technologies and the premium Indian consumers are willing to spend on sustainable products Companies mentioned in this report include: Amazon, Balenciaga SA, Chumbak, Flipkart, Galeries Lafayette, GOAT Brand Labs, Jack & Jones, Reliance Retail Other relevant research: India’s Post-Pandemic Retail Revival: Five Key Trends Signaling the Brick-and-Mortar Comeback Market Outlook: India E-Commerce—Online Adoption Expands to the Hinterlands Key Festivals and Holidays for Promotional Campaigns in India in 2024: Calendar Retail 2024 Sector Outlooks: Ebook 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
InfographicIntroducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024 and Beyond—Infographic John Harmon, CFA, Managing Director of Technology Research January 15, 2024 Reasons to ReadOur updated Tech 25 focus list of retail-technology companies to watch comprises public companies that align with our expectations for key technology trends in 2024 and beyond. This free infographic summarizes the composition of the Coresight Research Tech 25. To read more about the updates and to see the full list of companies, read our launch report. Other relevant research: All our coverage of technology. This document was generated for
Analyst CornerWeinswig’s Weekly: Previewing NRF 2024—Retail’s Big Show John Mercer, Head of Global Research and Managing Director of Retail Research January 14, 2024 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” reveals six topics in retail that you can’t afford to miss at NRF 2024: Retail’s Big Show, which is taking place in New York this week. Stay tuned for our ongoing coverage of NRF 2024! Other relevant research: A Guide to NRF 2024: Retail’s Big Show—Looking Ahead to Insights and Perspectives on Six Critical Topics in Retail Coresight Research events and sessions at NRF 2024 Insights from NRF 2023 and more event coverage Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which previewed CES 2024. This document was generated for
Insight ReportIntroducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024 John Harmon, CFA, Managing Director of Technology Research January 12, 2024 Reasons to ReadWe present our updated Tech 25 focus list of retail-technology companies to watch. The list comprises public companies that align with our expectations for key technology trends in 2024 and beyond. Our launch report covers what’s new for the Tech 25 and a breakdown of the companies into four broad sectors: e-commerce, enterprise software, in-store tech (and warehouse tech) and infrastructure. The full Tech 25 list is included in the report appendix. The infographic download summarizes the composition of the Coresight Research Tech 25. Companies mentioned in this report include: Adobe, Alibaba, Alphabet (Google), IBM, Microsoft, Nvidia, Oracle, Qualcomm, SAP, Salesforce, Workday Other relevant research: Download the infographic using the icon on this page or click here to view it online. All our coverage of 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
Event PresentationRetail-Tech Trends 2024—Reshaping Retail: Insights Presented at CES 2024 Deborah Weinswig, CEO and Founder Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 12, 2024 Reasons to ReadFrom AI-driven personalization to supply chain optimization, what are the tech trends that are set to reshape retail this year? On January 10, 2024, Coresight Research presented 10 key retail-tech trends at CES 2024. Other relevant research: CES 2024: Tech Trends Set To Reshape Retail in 2024—Personalization, Supply Chain Optimization and More Retail 2024: US E-Commerce Technology Trends Five Forces and Five Trends Impacting US Retail 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
Event CoverageCES 2024: Tech Trends Set To Reshape Retail in 2024—Personalization, Supply Chain Optimization and More Deborah Weinswig, CEO and FounderJohn Harmon, CFA, Managing Director of Technology ResearchSwarooprani Muralidhar, Director of Research January 12, 2024 Reasons to ReadThe Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas. From AI-driven personalization to supply chain optimization, what are the tech trends that are set to reshape retail this year? We continue our coverage of CES 2024 by discussing such trends and sharing insights from notable sessions on the ongoing integration of AI across various sectors. Companies mentioned in this report include: Alibaba, Dentsu, Instacart, Meta, Nasdaq, Nvidia, Qualcomm Other relevant research: Retail-Tech Trends 2024—Reshaping Retail: Insights Presented at CES 2024 More on CES 2024: event preview, pre-conference insights, customer-centric innovation, cool tech on display Read more of our reports 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 2: Bodycare To Open 20 UK Stores Aaron Mark Dsouza, Data Analyst January 12, 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: 2024 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2024 major US and UK store closures and openings 2024 major US and UK retail bankruptcies 2023 major US and UK retail bankruptcies Companies mentioned in this research report include: Sprouts Farmers Market, Bodycare Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2024, Week 1: Rothy’s Plans To Open 10 US Stores 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. 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 January 11, 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 the five forces we expect to shape US retail in 2024; proprietary survey data on US consumer confidence; and Zulily’s declining revenues and closure—and the implications for 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
Event CoverageCES 2024: More Cool Tech from Israeli Startups and Other Innovators Deborah Weinswig, CEO and FounderJohn Harmon, CFA, Managing Director of Technology ResearchSwarooprani Muralidhar, Director of Research January 11, 2024 Reasons to ReadThe Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas. In this report, we discuss some notable cool technologies that we have seen during the event from Israeli startups and other innovators, spanning AI, beauty tech, transportation and much more. Stay tuned for more coverage of CES 2024! Companies mentioned in this report include: Elevance Health, Intel, L’Oréal, Microsoft, Walmart Other relevant research: More on CES 2024: event preview, pre-conference insights, day one Read more of our reports 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 Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary Spending Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 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 mass merchandiser, warehouse club and discount store market. Gain insights into emerging ideas and opportunities, understand the growth trajectory of the market, and explore the competitive landscape. 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, generative AI, retail media, private label and Web3. 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 segment, 2017–2022 Online sales and year-over-year growth rates, 2018–2027E US CPI and PPI, plus proprietary survey data on how US consumers are changing their shopping habits in response to inflation US annual tax refunds and US SNAP recipients Revenues, market share breakdown, operating margins, and store portfolios and traffic of leading companies in the market Proprietary survey data on where US consumers are shopping and what they are buying Companies mentioned in this report include: Big Lots, BJ’s Wholesale Club, Costco, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet, Target, Walmart Other relevant research: The Research Preview for this report US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on Essentials Ebook: Discount Decades All coverage of mass merchandisers, warehouse clubs and discount stores Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape 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
Event CoverageCES 2024 Day One: Elevance Health, Intel, L’Oréal and Walmart Drive Customer-Centric Innovation Deborah Weinswig, CEO and FounderJohn Harmon, CFA, Managing Director of Technology ResearchSwarooprani Muralidhar, Director of Research January 10, 2024 Reasons to ReadThe Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas. In this report, we present highlights from the first day of the conference on January 9, 2024, which featured a “State of the Industry” address by the CTA. Keynotes from major retailers provided insights on AI (artificial intelligence), customer-centric innovation, sustainability and more. Stay tuned for more coverage of CES 2024! Companies mentioned in this report include: Elevance Health, Intel, L’Oréal, Microsoft, Walmart Other relevant research: More on CES 2024: Event preview and pre-conference insights Insights from last year’s CES Read more of our reports on technology, generative AI and sustainability 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 ReportThe Closure of Zulily: Analyzing Its Impacts on Rivals and Stakeholders Anand Kumar, Associate Director of Research Sector Lead: Swarooprani Muralidhar, Director of Research January 10, 2024 Reasons to ReadOnline retailer Zulily—once valued at nearly $9 billion—is shutting down its operations due to financial instability. Zulily’s collapse serves as a cautionary tale for brands and retailers, emphasizing the importance of agility, operational efficiency, innovation and a deep understanding of market dynamics and consumer demands. In this report, we dive into the implications of Zulily’s closure for competitors, suppliers and retail overall. Data in this research report include: Annual revenue and operating margin data for Zulily, 2018–2022 Quarterly revenue and EBITDA data for Zulily, 4Q20–1Q23 Companies mentioned in this report include: Amazon, Shein, Temu, Walmart, Zulily Other relevant research: The Coresight Research Retail Bankruptcies Databank The full collection of Weekly US and UK Store Openings and Closures Tracker 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
Event CoverageA Guide to NRF 2024: Retail’s Big Show—Looking Ahead to Insights and Perspectives on Six Critical Topics in Retail Sunny Zheng, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 10, 2024 Reasons to ReadCoresight Research will attend NRF 2024: Retail’s Big Show in New York City during January 13–16, 2024. The annual conference helps businesses navigate the evolving retail landscape, exploring the latest business models, advanced technologies and consumer behaviors. Read our comprehensive event guide to make sure you don’t miss out on key sessions across major topics in retail, from retailtainment to circular business models to talent and more. Don’t miss out on critical insights during the event! Keep up with daily NRF 2024 coverage from Coresight Research on coresight.com. Companies mentioned in this report include: Burlington Stores, Levi Strauss & Co, PepsiCo, NielsenIQ, Salesforce, Target Other relevant research: Coresight Research events and sessions at NRF 2024 Insights from NRF 2023 and more event coverage 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 ReportGenerative AI Latest: Funding, New Technology Features and Copyright Infringement Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 10, 2024 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence), also known as GenAI, globally—across retail, infrastructure, applications and government. This report details announcements from the period December 18–31, 2023. Learn about the latest tech startup funding, new GenAI features and developments related to copyright infringement. Companies mentioned in this report include: Alibaba, Baidu, Arkon Energy, Cerence, Google Research, Harvey, Microsoft, OpenAI, The New York Times Other relevant research: Playbook: Six Quick Wins in Generative AI The Coresight Research CORE framework for generative AI in retail All Coresight Research coverage of generative AI in retail, including previous reports in the Generative AI Latest 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 Contact us to purchase this report. Contact us ✕ This document was generated for
