Market Navigators/Market OutlookResearch Preview: Market Navigator—US CPG Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 14, 2023 Reasons to ReadOur Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming Market Navigator report on the US consumer packaged goods (CPG) market, where we will explore the size and trajectory of the market in 2023 and beyond, as well as critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, and key themes and innovators, as well as presenting blue-sky thinking for the market. Data in this research report include: The size and year-over-year growth rates for the US CPG market for 2018–2027E Average price increases by selected major CPG companies through 2022 and 2023 Companies mentioned in this report include: Clorox, Colgate-Palmolive, Herbalife Nutrition, Johnson & Johnson, Kimberly-Clark, 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 Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles More reports in the Coresight Research Market Navigator (and Market Outlook) series Reports in our US CPG Sales Tracker 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
Insight ReportEarnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 14, 2023 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 third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 12, 2023, across five sectors: apparel and footwear, beauty, e-commerce, food and grocery, 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: Capri Holdings, Coty, Hanesbrands, Qurate Retail, Ralph Lauren, Tapestry, Under Armour, Weis Market Other relevant research: Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales 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 DiveDollar Stores Thrive Amid Economic Concerns: US Consumer Survey Insights 2023, Week 46 Aditya Kaushik, Analyst November 14, 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 November 6, 2023. Data in this research report are our latest proprietary survey findings on: Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks 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: All Coresight Research coverage of US holiday retail, including the US Holiday Retail 2023 Databank 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 DiveLivestreams Yet To See a Singles’ Day Surge: China Consumer Survey Insights Echo Gong, Senior Analyst November 13, 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 30, 2023. Data in this research report are: Activities that consumers have done in the past two weeks Expectations for economic conditions and personal finances in the next 12 months 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 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
Analyst CornerWeinswig’s Weekly: Five Foundations for the 2023 Festive Season Deborah Weinswig, CEO and Founder November 12, 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 holiday shopping season is now in full swing! Deborah Weinswig, CEO and Founder of Coresight Research, discusses five key aspects of this year’s holiday season that, here at Coresight Research, we are keenly watching and of which we are analyzing the retail implications. Deborah dives into generative AI (artificial intelligence), livestreaming e-commerce, health and wellness, and more! Other relevant research: Read all our coverage of US holiday retail, generative AI and livestreaming e-commerce. Read previous Weinswig’s Weekly reports, including last week’s, which discusses the festivalization of retail and the pulling forward of holiday spending each year. 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 45: Amazon Completes Its Brick-and-Mortar Retreat to Grocery Aaron Mark Dsouza, Data Analyst November 10, 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: Amazon, Marks & Spencer Other relevant research: Weekly US and UK Store Openings and Closure Tracker 2023, Week 44: Poundland Drives UK Store Openings 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
Insight ReportGenerative AI Latest: Strong Potential for Language and Code Translation; Global Telco AI Alliance Fosters AI Collaboration Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 10, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across infrastructure, applications and government. This report details announcements from the period October 16–29, 2023. Learn about key trends in the space; topics in this report include the latest funding updates and new feature announcements, the game-changing potential for code and language translation, and the first development from the Global Telco AI Alliance. Companies mentioned in this report include: Abridge, Amazon, Baidu, BlackBerry, CentML, DeepL, Deutsche Telecom, e&, Google, Grammarly, IBM, Luzia, Meta, Nvidia, OpenAI, Oxolo, Qualcomm, Singtel, SK Telecom, Spotify 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
Insight ReportKey Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar Ristha Dsa, Data Manager Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 9, 2023 Reasons to ReadThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the China market. Companies mentioned in this report include: Alibaba, Douyin, JD.com, Suning.com Other relevant research: The Coresight Research China Consumer Survey Insights series presents our weekly survey findings, providing a detailed update on Chinese consumers’ behaviors and sentiment. All Coresight Research coverage of Singles’ Day and China retail Key Festivals and Holidays for Promotional Campaigns in India in 2024: Calendar 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 ReportKey Festivals and Holidays for Promotional Campaigns in India in 2024: Calendar Keerthan Shetty, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 9, 2023 Reasons to ReadThe retail calendar in India sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the India market. Companies mentioned in this report include: Amazon, Flipkart (Walmart) Other relevant research: Read our insights from 2023 festivals and holidays in India: Amazon Prime Day, Flipkart Big Billion Days India’s Post-Pandemic Retail Revival: Five Key Trends Signaling the Brick-and-Mortar Comeback All our coverage of India retail Key Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar 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 DiveDiscount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 8, 2023 Reasons to ReadIn this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape: Dollar General, Dollar Tree, Big Lots, Five Below and Ollie’s Bargain Outlet. We discuss their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Data in this research report include: US mass merchandisers, warehouse clubs and discount retailers’ sales and year-over-year changes for 2018–2027 (estimated) Market share and operating margin data for selected retailers, including Big Lots, Dollar General, Dollar Tree and Five Below Total store count and square footage data for selected retailers Proprietary survey data on which age and income groups shop at discount and mass retailers 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: Discount Decades—US Apparel and Footwear Discounters: Set For Market Share Gains Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty Discount Decades—Introduction: Charting the Expansion of US Value Retailing 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
Deep DiveDiscount Decades—US Apparel and Footwear Discounters: Set For Market Share Gains Anand Kumar, Associate Director of Research November 7, 2023 Reasons to ReadAs part of our new, forward-looking Discount Decades series, we discuss the future of significant apparel and footwear discount retailers operating in the US, including off-price retailers and e-commerce companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success, and assess their potential for future growth. Data in this research report include: US apparel and footwear market size and year-over-year growth changes for 2018–2027 (estimated) Revenue, market share and operating margin data for selected apparel and footwear discounters, including Burlington Stores, Ross Stores and TJX Companies Total store count and square footage data for selected apparel and footwear discounters Proprietary survey data on which age and income groups shop at which apparel and footwear discounters Companies mentioned in this report include: Boohoo Group (US), Burlington Stores, DSW (Designer Shoe Warehouse), Nordstrom Rack, Old Navy, Primark (owned by Associated British Foods), Ross Stores, Shein and TJX Companies Other relevant research: Discount Decades—Introduction: Charting the Expansion of US Value Retailing Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty Market Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? US Apparel and Footwear Private Label: Consumer Attitudes and Inflation Present Opportunities 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
Deep DiveSigns of a Holiday Spending Ramp-Up Emerge: US Consumer Survey Insights 2023, Week 45 Owen Riley, Analyst November 7, 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 30, 2023. Data in this research report are our latest proprietary survey findings on: Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks 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
Insight ReportEarnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 7, 2023 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 third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, across six sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, food and grocery, and home and home-improvement. 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: Clorox Company, Crocs, CVS Health, Estée Lauder, Floor and Decor Holdings, Gildan Activewear, Herbalife Nutrition, Sprouts Farmers Market, VF Corporation, Wayfair Other relevant research: Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline 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 DiveConsumer Sentiment Falters: China Consumer Survey Insights Echo Gong, Senior Analyst November 6, 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 23, 2023. Data in this research report are: Expectations for economic conditions and personal finances in the next 12 months 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 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 CornerWeinswig’s Weekly: The Festivalization of Retail: Shop Sooner, Celebrate Bigger Deborah Weinswig, CEO and Founder November 5, 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. As consumers start to observe and prepare for all holidays earlier each year, we believe that sales of candy, home décor, pet products, apparel and more will grow exponentially. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the festivalization of retail and the pulling forward of holiday spending each year. Other relevant research: Holiday 2023: Social Media Strategies—Shoppable Posts and Creator-Generated Content Can Drive Conversion Read all our coverage of US holiday retail Read previous Weinswig’s Weekly reports, including last week’s, which discusses the wellness economy. This document was generated for
