Deep DiveOctober 2023 US Housing Market Indicators: Elevated Mortgage Rates Push Housing Sentiment Even Lower Prerana P Kotian, Data Analyst November 3, 2023 Reasons to ReadThe Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector. This report analyzes the latest data available as of the end of October 2023. Data in this report include: US housing permits, starts and completions US existing home sales US Pending Home Sales Index US new home sales US Housing Affordability Index Other relevant research: Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST Framework The previous US Housing Market Indicators report Our complete coverage of home and home-improvement retail View our full collection of monthly reports, which keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. 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 Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 3, 2023 Reasons to ReadAs part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth. Data in this research report include: Aldi US, Save A Lot, Grocery Outlet and Lidl US’s annual sales 2018–2022 and forecast annual sales 2027 Aldi US’s, Grocery Outlet’s, Lidl’s and Save A Lot’s total US store counts and store maps Proprietary survey data on proportions of consumers who purchased food products at selected retailers, broken down by age and income Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Publix, Sam’s Club, Target, Trader Joe’s, Walmart, Whole Foods Market Other relevant research: Discount Decades—Introduction: Charting the Expansion of US Value Retailing US Grocery Discounters: Price Competition Intensifies Who Shops Where for Groceries: US Shopper Demographics How US Consumers Are Shopping for Groceries: Analyzing Ticket, Traffic, Channels and Pricing 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 44: Poundland Drives UK Store Openings Aaron Mark Dsouza, Data Analyst November 3, 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: Sears, Wilko Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 43: Z Gallerie Drives Additional US Store Closures 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
Deep DiveConsumers’ Sustainability Preferences—Tangible, Consumer-Facing Elements Are Crucial: US Consumer Survey Insights Extra Owen Riley, Analyst November 2, 2023 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we explore how shoppers’ concerns around sustainable products and practices have changed over the past year. We also include results from our weekly survey questions through October 23, 2023, aggregated in four-week increments over the past seven months, increasing the sample size of each period from about 400 to about 1,600. Data in this research report are our proprietary survey data on: The extent to which the issue of sustainability affects which retailers shoppers purchase essential and discretionary products from Which aspects of sustainability consumers are most concerned about Aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with, April–October 2023 Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Insights Databank provides insight into US consumer behaviors from our weekly surveys More research reports on 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
Deep DiveThe US Retail Media Market: Understanding the Ad Buyer’s Perspective in CPG Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services November 2, 2023 Reasons to ReadAd buyers increasingly expect more from retailers’ retail media networks (RMNs), including more personalized and targeted ads. Retailers must align their offering with market shifts to forge the best path forward in reaping incremental benefits from retail media. In this report, we explore the fast-growing US retail media market from the perspective of CPG brand advertisers to understand how retailers can improve their offerings and gain a competitive edge, based on proprietary Coresight Research survey data. Readers will learn about the importance for retailers to differentiate their retail media offering, with key insights across the following: The plans of ad buyers to invest in promotional tools and fund retail media advertising The number of RMNs used by brand advertisers Challenges that ad buyers face in working with RMNs RMN attributes that positively influence brand advertisers’ spend The opportunities presented by self-serve platforms This report is produced, and made available to non-subscribers of Coresight Research, in partnership with NIQ, a leading consumer intelligence company that partners with global consumer goods companies and retailers to provide a forward-looking “Full ViewTM” into consumer behavior through comprehensive data sets and actionable insights. Other relevant research: Read more of our reports on retail media More Innovator Research from Coresight Research Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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
Insight ReportDiscount Decades—Introduction: Charting the Expansion of US Value Retailing Anand Kumar, Associate Director of Research November 1, 2023 Reasons to ReadIn this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing. Data in this research report include: Proprietary survey data on which retailers US consumers purchase food and noonfood products from US income classes, as defined by share of population and aggregate household income: 1971 and 2021 Proportion of total Federal student loan portfolio outstanding, by borrower age: 1Q 2020 to 3Q 2023 Average annual US homeownership rates 1994–2023, by age Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Publix, Sam’s Club, Target, Trader Joe’s, Walmart, Whole Foods Market 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 DiveEarnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 31, 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 October 29, 2023, across seven sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, e-commerce, 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: Amazon, Albertsons, Columbia Sportswear, Deckers Outdoor Corporation, Kimberly-Clark Corporation, Levi Strauss & Co, Procter & Gamble, Skechers Other relevant research: 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 Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve 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
Insight ReportOctober 2023 Leading Indicators of US Retail Sales: Mixed Signals as Retail Heads into Holiday Aditya Kaushik, Analyst October 31, 2023 Reasons to ReadThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of October 23, 2023. Data in this research report include: Proprietary Coresight Research projections for retail sales growth by month for the next 12 months US actual retail sales versus model predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday Season The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly 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
Deep DiveConsumers Skeptical About the Economy, But Cautiously Optimistic About Their Own Finances: US Consumer Survey Insights 2023, Week 44 Owen Riley, Analyst October 31, 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. This week, we also include our monthly questions on consumers’ financial health. In this report, our latest findings are from a survey conducted on October 23, 2023. Data in this research report are our latest proprietary survey findings on: Consumers’ ability to cover bills, total unsecured debt and expectations of financial windfalls 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
Store TrackerUS Store Tracker Extra, October 2023: Retailers To Open 86 Million Square Feet of Retail Space This Year Aaron Mark Dsouza, Data Analyst October 31, 2023 Reasons to ReadThe US will see 86 million square feet of retail space open in 2023. The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of October 27, 2023. Data in this report are: Year-to-date announced US store closures and openings estimates for 2023, by retailer Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer US announced store closures and openings: week-by-week data for year-to-date 2023 versus the comparable period in 2022 Companies mentioned in this report include: Barnes & Noble, Seven & i Holdings, Walgreens Boots Alliance Other relevant research: View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports. The Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2022 year to date, filterable by sector and 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
Deep DiveAhead of Singles’ Day, Experiential Retail Will Be Key: China Consumer Survey Insights Echo Gong, Senior Analyst October 30, 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 16, 2023. Data in this research report are: Consumers’ expectations for economic conditions and personal finances in the next 12 months Activities that consumers have done in the past two weeks Consumer 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
Insight ReportUS Apparel and Beauty Spending Tracker, September 2023: Clothing and Footwear Growth Softens Substantially, While Beauty Growth Remains Resilient Sunny Zheng, Analyst October 30, 2023 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from September 2023, showing that clothing and footwear spending increased by 1.9% year over year. Data in this report include: US consumer spending on clothing and footwear year-over-year percentage change, September 2022–September 2023 US consumer spending on clothing by category year-over-year percentage change, September 2022–September 2023 US consumer spending on footwear year-over-year percentage change, September 2022–September 2023 US consumer spending on selected beauty categories year-over-year percentage change, September 2022–September 2023 Other relevant research: The previous US Apparel and Beauty Spending Tracker, with August 2023 data The Coresight Research monthly reports collection Coresight Research coverage of the apparel and footwear market 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
Insight ReportSeptember 2023 US Retail Traffic and In-Store Metrics: Shopper Yield Decline Softens Despite Negative Trends in Store-Based Sales and Traffic Keerthan Shetty, Data Analyst October 30, 2023 Reasons to ReadUsing data from RetailNext, we analyze US retail traffic and in-store metrics in September 2023, in total and by sector, region and location type. Data in this report include: Year-over-year changes in US store-based traffic and sales for the past 13 months Year-over-year changes in US store-based nonfood retail metrics for the past 13 months—including conversion, ATV, shopper yield and average unit retail Year-over-year changes in US retail traffic for selected industry verticals, 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. 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
Analyst CornerWeinswig’s Weekly: Health Is Wealth Deborah Weinswig, CEO and Founder October 29, 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. At Coresight Research, we have been discussing the structural shift toward greater wellness concerns for a number of years. We see this trend as continuing to have a long runway—in terms of extended penetration among shoppers and deepened wellness and wellbeing offerings in product offerings. Deborah Weinswig, CEO and Founder of Coresight Research, reflects on her personal experiences and learnings on the concept of “health is wealth” and discusses consumers’ focus on taking care of themselves, both mentally and physically. Other relevant research: More reports on health and wellness Read previous Weinswig’s Weekly reports, including last week’s, which discusses the prospects for US gasoline prices and the consumer context for recently increasing gas prices. This document was generated for
Insight ReportUS CPG Sales Tracker: Online Food Sales Soar Amid Easing Inflation Prerana P Kotian, Data Analyst October 27, 2023 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. This edition of the report presents five key insights from the four weeks ended September 10, 2023. Data in this research report include: CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth CPG e-commerce sales E-commerce CPG sales growth by category type Food & beverage departments: e-commerce and total sales growth Nonfood departments: e-commerce and total sales growth Other relevant research: More 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 Contact us to purchase this report. Contact us ✕ This document was generated for
