Market Navigators/Market OutlookMarket Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic Landscape Anand Kumar, Associate Director of Research November 21, 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 consumer packaged goods (CPG) market in the post-pandemic environment. We provide the size and trajectory of the market for 2023 and beyond and key factors impacting its growth. We also discuss e-commerce penetration rates, distribution channels, the competitive landscape, key themes and innovators, and blue-sky thinking for the market. 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 CPG market size and year-over-year growth rates for 2017–2027E Category breakdowns for the US CPG market for 2018–2027E Total US CPG online sales and e-commerce year-over-year growth and penetration rates for 2017–2027E Average price increases by selected CPG companies for 2022–2023 Leading companies in the US CPG market ranked by 2022 revenue and total operating margins for 2017–2022 Proprietary survey data on what CPG products US consumers are buying Companies mentioned in this report include: Amazon, Clorox, Coca-Cola, Colgate-Palmolive, Costco, Haleon, Hershey, Kenvue, Kimberly-Clark, Mars, Mondelēz International, Nestlé, PepsiCo, Procter & Gamble, Reckitt Benckiser, Unilever Other relevant research: Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape Five Trends in US Food CPG: Transparency, Sustainability and Technology Lead the Way More reports in the Coresight Research Market Navigator (and Market Outlook) series Reports in our US CPG Sales Tracker series 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 ReportHoliday 2023: Help Wanted… or Not. Slow Growth in Planned US Retail Hiring Aditya Kaushik, Analyst November 20, 2023 Reasons to ReadContinuing our coverage of the 2023 holiday season, we explore the seasonal hiring plans of major retailers and logistics firms in the US, as well as trends in employment and job-opening levels. Data in this report include: Year-over-year growth in additional holiday labor levels among leading retail and logistics companies, 2020–2023 Selected leading retail and logistics companies’ holiday hiring plans, 2013–2023 US unemployment rate—overall and in retail, January 2022–October 2023 Retail job openings in total and as a proportion of all nonfarm job openings US retail employment breakdown by subsector Companies mentioned in this report include: 1-800-Flowers, Amazon, Bath & Body Works, Dick’s Sporting Goods, JCPenney, Macy’s, Target, Walmart Other relevant research: The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season, including announced holiday hiring plans by retailers and logistics firms. US Holiday Survey and Outlook 2023: E-Commerce To Drive Growth Holiday 2023: US Retail Outlook Summary Update All Coresight Research coverage of 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
Deep DiveCertain Categories See E-Commerce Boost: China Consumer Survey Insights Echo Gong, Senior Analyst November 20, 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 November 6, 2023. Data in this research report are: What products 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—latest data and one-and four-week PPT changes Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping Festival All Coresight Research coverage of Singles’ Day in 2023 and prior years 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
Insight ReportWhat the Ozempic Economy Means for US Retail Anand Kumar, Associate Director of Research Sector Lead: Swarooprani Muralidhar, Director of Research November 20, 2023 Reasons to ReadOzempic, a medication used to treat type 2 diabetes, is gaining strong momentum in the pharmaceutical market due to its ability to manage blood sugar levels and promote weight loss. The increased adoption of Ozempic and other drugs in the GLP-1 drug class reflects a broader consumer shift toward prioritizing health and wellness. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel. Companies mentioned in this report include: Hershey, Lululemon Athletica, Mondelēz International, NIKE, PepsiCo, Walmart Other relevant research: Weinswig’s Weekly: Health Is Wealth Market Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization 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 Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: The Singles’ Day Trifecta—Discounting, Livestreaming and AI Deborah Weinswig, CEO and Founder November 19, 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. The world’s largest online shopping festival, Singles’ Day, reached its climax last week. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the shopping festival’s performance highlights and its winning combination of discounting, livestreaming and AI (artificial intelligence). Other relevant research: Read all our coverage of Singles’ Day, generative AI and livestreaming e-commerce. Read previous Weinswig’s Weekly reports, including last week’s, which discusses five foundations for the 2023 festive season. This document was generated for
Insight ReportOctober 2023 China Retail Sales: Year-over-Year Growth Rate Continues To Improve Echo Gong, Senior Analyst November 17, 2023 Reasons to ReadWe analyze China’s retail sales for October 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—August, September and October 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 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
Event Presentation10 US Consumer and Retail Trends 2024: Insights Presented at Lectra’s Ideation 2023 Coresight Research Sector Lead: Swarooprani Muralidhar, Director of Research November 17, 2023 Reasons to ReadOn November 16, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, presented 10 US consumer and retail trends for the year ahead at Lectra’s Ideation event, in a keynote called “Retail Reshaped Through Key Industry Trends.” Read the full presentation to take a look back at how Coresight Research’s predictions for 2023 played out and our outlook for key trends in US retail in 2024. Discover insights on the Ozempic economy, sustainability, fast luxury, retail media, retail shrink, generative AI in retail, and more. Other relevant research: More reports on sustainability, supply chain, retail media and GenAI in 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 46: Avon Calling! Aaron Mark Dsouza, Data Analyst November 17, 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: Avon, WHSmith Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 45: Amazon Completes Its Brick-and-Mortar Retreat to Grocery 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 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
Insight ReportRetail Around the World: Singles’ Day 2023—Coresight Research Observations Coresight Research Sector Lead: Anand Kumar, Associate Director of Retail Research November 16, 2023 Reasons to ReadCoresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2023. Companies mentioned in this research report include: Alo Yoga, Carrefour UAE, Daniel Wellington, La Ruta De Via, MAC Cosmetics, Muji, Nykaa Other relevant research: All Coresight Research coverage of Singles’ Day in 2023 and prior years Our last Retail Around the World report for the third quarter of 2023 Our coverage of physical retail and 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
Event Presentation10 US Consumer and Retail Trends 2024 Across Four Focus Areas Coresight Research Sector Lead: Swarooprani Muralidhar, Director of Research November 16, 2023 Reasons to ReadOn November 15, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, presented 10 US consumer and retail trends for the year ahead to retail industry executives. Read the full presentation to dive into key trends for US retail in 2024 across four focus areas: living well, living better, selling smarter, working smarter. Discover insights and proprietary survey analysis spanning sustainability, the Ozempic economy, retail media and more. Other relevant research: More reports on sustainability, supply chain, retail media and GenAI in 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 ReportUS and UK Retail Bankruptcies Latest, November 2023: Filings from Z Gallerie, Wiggle and Others John Mercer, Head of Global Research and Managing Director of Retail Research November 16, 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, April 1–November 10, 2023 Companies mentioned in this report include: Hello Bello (Unconditional Love), Wiggle, Z Gallerie (DirectBuy Home Improvement) Other relevant research: The previous report in the US and UK Bankruptcies Latest series, outlining developments as of mid-October 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
Insight ReportOctober 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales Growth Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 15, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in October 2023, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), October 2022–October 2023 Year-over-year changes in retail sales by sector, September and October 2023 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. 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
Deep DiveEbook: Discount Decades Anand Kumar, Associate Director of ResearchSujeet Naik, Analyst November 15, 2023 Reasons to ReadOur Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Data in this research report include: Size of the discount landscape and opportunity across the grocery, apparel and dollar store sectors Selected retailers’ total sales and sales growth, 2018–2027E Market share and operating margin data for selected retailers Total store count and square-footage data for selected retailers Proprietary survey data on discount shoppers—age and income breakdowns by selected retailers Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Big Lots, BJ’s Wholesale Club, Boohoo Group, Burlington Stores, Costco, Dollar General, Dollar Tree/Family Dollar, DSW, Five Below, Grocery Outlet, Kroger, Lidl, Nordstrom Rack, Old Navy, Ollie’s Bargain Outlet, Primark, Ross Stores, Save A Lot, Shein, Target, The TJX Companies, Walmart Other relevant research: This ebook brings together research from our previously published Discount Decades series of reports. You can read our separate reports on the grocery, apparel and dollar store 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 Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportRetail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer Commentary Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 15, 2023 Reasons to ReadRetail shrink through theft continues to be a persistent and intensifying headwind for retailers globally. Retailers have increasingly been impacted by a wave of shoplifting and organized crime that has put a dent in their margins and has become a growing focus for the sector. Continuing our new monthly series on retail shrink and organized retail crime (ORC), we focus on the US, the US and Australia, discussing policies instituted to combat retail crime and providing commentary on the topic from retailers’ earnings calls. Data in this research report include: The scale of retail shrink losses in the US, 2022 Recently released administrative data on shoplifting and retail theft since 2018 in the US, the UK and New South Wales (Australia) Age breakdown of shoplifting offenders and incidents of shoplifting by location type in the US Companies mentioned in this report include: Albertsons, Coles, Tesco, Tractor Supply, Walgreens Boots Alliance, Woolworths Other relevant research: Read the first 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 Organized Retail Crime: A Growing Threat for All Retailers Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 Retail Shrink and Loss-Prevention Methods—Presentation 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
Insight ReportHoliday 2023: Hottest Toys—Here’s What Shoppers Are Set To Buy This Season Aditya Kaushik, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research November 14, 2023 Reasons to ReadAs part of our holiday 2023 coverage, we discuss the hottest toys for the 2023 holiday season in the US. We discuss retailers’ initiatives to drive toy sales and outline four key trends that we expect to influence toy gifting in the US during the 2023 holiday season. Data in this report are: Proprietary survey data on US consumers’ holiday toy shopping intentions US quarterly retail sales for hobby, toy and game stores and year-over-year changes (1Q18–2Q23) Year-over-year changes in US quarterly personal consumption expenditure on hobby, toy and games products (1Q18–2Q23) Companies mentioned in this report include: Amazon, Disney, Hasbro, Macy’s, Target, Toys“R”Us, Walmart Other relevant research: US Holiday Survey and Outlook 2023: E-Commerce To Drive Growth Holiday 2023: US Retail Outlook Summary Update All Coresight Research coverage of 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
