Deep DiveUS Subscription E-Commerce: Flexibility and Personalization Can Help Companies Navigate Challenges Amid a Softened Market Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 26, 2023 Reasons to ReadThe subscription-box market witnessed a swift upsurge in the few years before 2023; however, it currently faces a complex array of obstacles. We analyze the US subscription e-commerce market for physical goods, covering the market size and segmentation, as well as proprietary consumer survey data. Data in this research report are: The US subscription-box market size and year-over-year changes for 2019–2026E The US subscription-box market broken down by sector for 2019–2026E Proprietary survey data on subscription box services used by US consumers US consumer spending on selected categories for August 2022–August 2023 Year-over-year changes in the CPI of selected categories for August 2022–August 2023 Other relevant research: US Subscription E-Commerce—Unboxing the $15 Billion Market Playbook: Succeeding with Alternative Models in Retail–Resale, Subscription and Rental All Coresight Research coverage of alternative 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 Other research you may be interested in:US Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTokAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026Weekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 Stores
Deep DiveInflation Concerns Persist and Dollar Stores Thrive: US Consumer Survey Insights 2023, Week 43 Owen Riley, Analyst October 25, 2023 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 October 16, 2023. Data in this research report are our latest proprietary survey findings on: Consumers’ perceptions of and responses to inflation 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 Avoidance of public places, by type of public place 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 Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Insight ReportHoliday 2023: Social Media Strategies—Shoppable Posts and Creator-Generated Content Can Drive Conversion Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 25, 2023 Reasons to ReadThe holiday season is not only a time of festive celebrations but also a pivotal period for brands and retailers to capitalize on the immense potential of social commerce. In this report, we explore the dynamic landscape of holiday marketing on social media, delving into key strategies and insights for brands and retailers to achieve success during the holiday 2023 season. Companies mentioned in this report include: Aerie, Big Lots, CVS, Levi’s, Meta, Macy’s, Target, TikTok, Walgreens Other relevant research: Holiday 2023: US Retail Outlook Summary Update US Social Commerce Survey 2023: Video-Centric Platforms and Influencers Offer Opportunities for Brands 2Q23 US Livestreaming Tracker: Video-Sharing Platforms Overtake Social Media as a Live-Shopping Destination All Coresight Research coverage of digital commerce and US holiday 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 Other research you may be interested in:Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement Market
Insight ReportGenerative AI Latest: Indemnity for Platform Users; Image-Generation Updates from Adobe and Canva Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 24, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across infrastructure and applications. This report details announcements from the period October 2–15, 2023. Learn about key trends in the space; topics in this report include the latest funding updates, indemnity for platform users and new features from graphic design giants Adobe and Canva. Companies mentioned in this report include: Amazon, Adobe, Canva, Character.AI, Cohere, Getty Images, Google, Gradient, Humata, IBM, Likewise, LinkedIn, Meta, Microsoft, Observe, Okta, OpenAI, TabbyML, Visa, Walmart Other relevant research: The updated Coresight Research CORE framework for AI in retail The Retail Buzz Around Generative AI—Infographic 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 Other research you may be interested in:Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025
Insight ReportFlipkart Big Billion Days 2023: Wrap-Up—Value, Technology and Convenience Take the Lead Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 24, 2023 Reasons to ReadIndia-based online marketplace Flipkart (majority-owned by Walmart) hosted the 10th iteration of its annual flagship shopping event, Big Billion Days (BBD), on October 8–15, 2023. We present key trends and insights from BBD 2023 based on our observations and key insights released by Flipkart via a company statement on October 15, 2023. Companies mentioned in this report include/are: Amazon, ClearTrip, Flipkart, Lifestyle, Meesho, Myntra, ShopClues, Tata Cliq, Vijay Sales Other relevant research: Flipkart Big Billion Days 2023: Preview—Positive Consumer Sentiment and a Focus on Immersive Shopping Big Billion Days 2022 Wrap-Up: Sellers and Consumers Benefit from Tech-Powered Shopping Experiences Market Outlook: India E-Commerce—Online Adoption Expands to the Hinterlands Amazon Prime Day India 2023: Wrap-Up—Discounts Drive Prime Members To Splurge India’s Post-Pandemic Retail Revival: Five Key Trends Signaling the Brick-and-Mortar Comeback 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 Other research you may be interested in:December 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New YearWeekly UK Store Openings and Closures Tracker 2026, Week 21: Morrisons To Close StoresKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsThe US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season
Deep DiveImmersive Experiences in Retail: Driving Sales Through Enhanced Shopper Engagement Sunny Zheng, Analyst Sector Lead: Philip Moore, Head of Custom Research October 24, 2023 Reasons to ReadIn today’s dynamic retail environment, where innovation shapes the way consumers shop, immersive experiences are emerging that promise to revolutionize the retail industry in driving customer engagement and loyalty. In this report, we explore how US brands and retailers plan to invest in and offer such experiences to reap multiple benefits, based on proprietary Coresight Research survey data. Readers will learn about the rapid growth potential of the global AR (augmented reality) and VR (virtual reality) markets and how high immersive experiences rank among retail companies’ investment priorities, as well as their plans to increase investment in this area in the future. To uncover how brands and retailers can deliver more meaningful, engaging and personalized shopping journeys, ultimately leading to increased customer loyalty and business growth, we discuss four types of immersive experience in detail: Virtual stores Data/AI (artificial intelligence)-enabled content for personalization Gamified shopping experiences Social shopping This report is produced, and made available to non-subscribers of Coresight Research, in partnership with Obsess, an immersive commerce platform that enables brands and retailers to build interactive, 3D shopping experiences on their websites. Other relevant research: Read more about engaging customer experiences in our research on livestreaming e-commerce and the metaverse More Innovator Research from Coresight Research 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 Other research you may be interested in:Shoptalk Spring 2026 Takeaways: AI and Agentic Commerce Insights—Premium Subscriber CallNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025Analyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik BhatiaBEST at Retail: Evolving Physical Stores for the Attention Economy
Deep DiveDiverging Trends During China’s National Day Celebrations: China Consumer Survey Insights Echo Gong, Senior Analyst October 23, 2023 Reasons to ReadThe Coresight Research weekly 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 survey conducted on October 9, 2023. Data in this research report are: Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes 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 A timeline of selected Covid-19 policy changes in China 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 FilingWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Rapid Adoption of GenAI in Shopping: A Barometer for Agentic Commerce—Data GraphicHigher-Income Consumers’ Sentiment Improves Significantly; Dining Out and Travel Lead Spending Cutbacks: US Consumer Survey Insights
Insight ReportSeptember 2023 UK Retail Sales: Growth Slows Amid Continuing Cost of Living Pressures and Unseasonably Warm Weather Aditya Kaushik, Analyst October 23, 2023 Reasons to ReadUsing data from the Office for National Statistics, we analyze UK retail sales in September 2023, in total and by sector. Data in this report are: Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months Year-over-year changes in retail sales by sector, July–September 2023 Year-over-year changes in online retail sales for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetRetail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund RulingWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic Uncertainty
Analyst CornerWeinswig’s Weekly: Elevated Gasoline Prices and the Pressures on Consumer Wallets John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 22, 2023 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. Gasoline prices remain a risk factor for US retail as we head further into the holiday quarter and closer to 2024. Increases in gasoline prices leave less money in consumers’ pockets, causing them to spend less on retail goods. From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss the prospects for US gasoline prices and the consumer context for recently increasing gas prices. Other relevant research: The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. Our weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. Read previous Weinswig’s Weekly reports, including last week’s, which discusses three retail-related trends about the US return to office that you may have missed. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Rolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingCEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic Imperatives
Insight ReportRite Aid Bankruptcy: What Does It Mean for Rivals? Madhav Pitaliya, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research October 20, 2023 Reasons to ReadRite Aid—one of the largest pharmacy chains in the US, with more than 2,000 stores and 45,000 employees—filed for bankruptcy on October 15, 2023. We cover the reasons the retailer went bankrupt and the bankruptcy’s implications for Rite Aid’s competitors. Data in this research report include: Total annual revenue and net income for Rite Aid for 2015–2023 Major drugstore chains and pharmacies’ US store numbers as of October 2023 Store traffic for selected US major drugstore retailers, for May 2022–May 2023 Proprietary data on where US drugstore or pharmacy shoppers made purchases Companies mentioned in this report include: Ahold Delhaize, Albertsons, Costco Wholesale Corporation, CVS Health, Kroger, Rite Aid, Walgreens, Walmart Other relevant research: The latest report in our US and UK Bankruptcies Latest series, outlining developments as of mid-September 2023 Reviewing America’s Retail Bankruptcies: A Slowdown in 2022 but Warning Signs Ahead The full collection of Weekly US and UK Store Openings and Closures Tracker reports The Coresight Research Retail Bankruptcies Databank 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 Other research you may be interested in:Lower-Income Consumers’ Sentiment Improves Significantly; Dining Out and Entertainment Face Spending Cutbacks: US Consumer Survey InsightsAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by Amazon3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWeekly US Store Openings and Closures Tracker 2026, Week 21: JCPenney To Close Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 42: US Store Openings Surpass 5,000 Aaron Mark Dsouza, Data Analyst October 20, 2023 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: 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 major US store closures and openings 2023 major UK store closures and openings Companies mentioned in this research report include: 7-Eleven, Aldi Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 41: UK Closures Almost Triple The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2023 year to date, filterable by sector and year—now including retailer-level data. 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 Other research you may be interested in:Self-Service Technology: Powering The Modern In-Store Experience and OperationsResponses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024
Insight ReportSeptember 2023 China Retail Sales: Growth Continues To Strengthen Echo Gong, Senior Analyst October 20, 2023 Reasons to ReadWe analyze China’s retail sales for September 2023, in total and by sector, as well as online retail sales and penetration. Data in this research report are: Year-over-year changes in China total retail sales (ex. food service; incl. automobiles and gasoline) for the past 13 months Year-over-year changes in retail sales by sector—July, August and September 2023 Online retail sales as a proportion of total retail sales, for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsHershey 2026 Investor Day: The “One Hershey” Plan to Win Across SnacksAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ Stores
Insight ReportUS and UK Retail Bankruptcies Latest, October 2023: Rite Aid Files for Bankruptcy John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 20, 2023 Reasons to ReadWe provide an update on retailers and retail-adjacent companies filing for bankruptcy in the US and the UK. Data in this research report are: Major US and UK retail bankruptcies in 2Q23 and 3Q23 to date Companies mentioned in this report include: Mega Co-op, Soft Surroundings, Wilko Other relevant research: The previous report in the US and UK Bankruptcies Latest series, outlining developments as of mid-September 2023 Reviewing America’s Retail Bankruptcies: A Slowdown in 2022 but Warning Signs Ahead The full collection of Weekly US and UK Store Openings and Closures Tracker reports The Coresight Research Retail Bankruptcies Databank 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 Other research you may be interested in:Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicMaking Frontline Workers Super: Insights from the Zebra ZONE 2026 ConferenceTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesKey Festivals and Holidays for Promotional Campaigns in China in 2026: Calendar
Insight ReportGenerative AI Latest: The Rise of RAG, Updates from Amazon, Meta and Oracle Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 18, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across infrastructure and applications. This report details announcements from the period September 18–October 1, 2023. Learn about key trends in the space; topics in this report include the rise of RAG (Retrieval-Augmented Generation) and updates from technology giants Amazon, Meta and Oracle. Companies mentioned in this report include: Amazon, Cohere, Getty Images, Gizmo, Google, Meta, Microsoft, OpenAI, Oracle, Speechly, Tubi, TuneIn, YouTube Other relevant research: The updated Coresight Research CORE framework for AI in retail The Retail Buzz Around Generative AI—Infographic 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 Other research you may be interested in:Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicSix Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival?Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger MarginsWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in Stores
Market Navigators/Market OutlookMarket Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 18, 2023 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 report, Coresight Research explores the US department store sector in the post-pandemic retail environment. We provide the size and trajectory of US department stores for 2023 and beyond, as well as critical factors impacting sector growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, key themes and innovators, and blue-sky thinking for US department stores. 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: US department store sector size and year-over-year growth rates for 2018–2027E Segment breakdowns for 2018–2027E for the US department store sector Total US department store sector online sales and e-commerce year-over-year growth rates for 2018–2027E Leading retailers in the US department store sector ranked by 2022 revenue and total operating margins for 2018–2022 Proprietary survey data on how often US consumers shop at department stores and what products they purchase from department stores Companies mentioned in this report include: Belk, Bergdorf Goodman, Century 21, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, Sephora, Toys “R” Us, Ulta Beauty Other relevant research: E-Commerce Outlook: US Department Stores—Digital Slows as Consumers Shop in Stores Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape Market Outlook: Department Stores in China—Consumer Shift Toward E-Commerce Squeezes Sales Market Outlook: UK Department Stores—Slimmed Down and Shaping Up 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 Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2026, Week 21: Morrisons To Close StoresCES 2026 Preview: A Guide to What Retailers Should See and DoSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform
