Deep DiveWho Shops Where? 2023 Shopper Demographics: US Consumer Tracker Extra, August 2023 Owen Riley, Analyst August 30, 2023 Reasons to ReadThe Coresight Research monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we offer an analysis of different demographics’ shopping patterns online and in-store based on our proprietary survey data in year-to-date 2023. We also include results from our weekly survey questions through August 21 aggregated in four-week increments over the past seven months, increasing the sample size of each period from about 400 to about 1,600. These aggregated results will be included in each US Consumer Tracker Extra from now on. Data in this research report are: Food and nonfood shopper profiles for each major retailer, broken down by age and household income, YTD 2023 Total urban vs rural ratings of each retailer’s food and nonfood consumer base Aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with YTD in 2023 Companies mentioned in this 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 Tracker reports The Coresight Research US Consumer Tracker Databank provides 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 ReportAugust 2023 Monthly Consumer Update: US, UK and China Aditya Kaushik, Analyst August 29, 2023 Reasons to ReadOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of August 28, 2023, covering inflation, earnings, retail sales and more. Data in this research report are: Average weekly earnings versus consumer prices in the US and the UK Per capita disposable income versus consumer prices in China Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China Total retail sales (ex. automobiles and automotive fuel) in US, the UK and China Other relevant research: The Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Our full collection of monthly reports 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 DiveConsumer Activity Declines While Shopping Stays Steady: US Consumer Tracker 2023, Week 35 Owen Riley, Analyst August 29, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Tracker takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, we present findings from our survey conducted on August 21, 2023. Data in this research report are our latest proprietary survey findings on: Which retailers consumers have bought food and nonfood products from in the last two weeks 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 four-week PPT changes 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 Tracker reports The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly tracker 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 DiveConsumer Caution Grows: China Consumer Tracker Echo Gong, Senior Analyst August 28, 2023 Reasons to ReadThe Coresight Research weekly China Consumer Tracker 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 August 14, 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 Tracker 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: Inclusivity, Premiumization and Innovation Lead the US Beauty Market Forward John Harmon, CFA, Managing Director of Technology Research August 27, 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. This week’s note, “From the Desk of Deborah Weinswig,” discusses the US beauty market. We assess trends and factors affecting growth in the US beauty retail market for 2023 and beyond. Other relevant research: Diving into the Diverse, Underserved Segments of the US Beauty Market The 50+ Woman: What She Needs from the Beauty and Wellness Industry Livestreaming in Western Markets: A Beauty Renaissance Is on the Horizon What Is Clean Beauty? Deciphering the Elusive Category All our research on the beauty sector Read last week’s Weinswig’s Weekly, which discusses Amazon’s retreat from private label. This document was generated for
Insight ReportBeauty Market Video: Key Themes John Mercer, Head of Global Research and Managing Director of Retail Research August 25, 2023 Reasons to ReadIn this Insights Video, Swarooprani Muralidhar, Director of Research and Managing Director of Health Care, and John Mercer, Head of Global Research and Managing Director of Data-Driven Research, present highlights from the Coresight Research Market Navigator on US beauty retailing. They discuss growth drivers and the competitive landscape of the market, and explore key themes in US beauty. Data in this Insights Video include: US beauty market size and year-over-year growth rates for 2018–2027E Category shares for the US beauty market for 2017, 2022 and 2027E Online sales as a percentage of total sales for the US beauty market for 2018–2027E Proprietary survey data on where and why US consumers buy their beauty products Companies mentioned in this Insights Video include: Estée Lauder, Sephora, Target, Ulta Beauty, Walmart Other relevant research: View the presentation accompanying this video here. Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way Diving into the Diverse, Underserved Segments of the US Beauty Market What Is Clean Beauty? Deciphering the Elusive Category All our coverage of beauty 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 34: Ace Hardware Drives US Openings Aaron Mark Dsouza, Data Analyst August 25, 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: Office Depot, Frasers Group Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 33: US Closures Up 79% 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
Event PresentationUS Beauty Retailing—A Standout Discretionary Category in 2023: Highlights from the Market Navigator Coresight Research August 24, 2023 Reasons to ReadThis presentation accompanies our Insights Video, in which Swarooprani Muralidhar, Director of Research and Managing Director of Health Care, and John Mercer, Head of Global Research and Managing Director of Data-Driven Research, present highlights from the Coresight Research Market Navigator on US beauty retailing. In this presentation, we provide insights into growth drivers and the competitive landscape of the market, and explore key themes in US beauty. Data in this presentation include: US beauty market size and year-over-year growth rates for 2018–2027E Category shares for the US beauty market for 2017, 2022 and 2027E Online sales as a percentage of total sales for the US beauty market for 2018–2027E Proprietary survey data on where and why US consumers buy their beauty products Companies mentioned in this presentation include: Coty, Dillard’s, Estée Lauder, L’Oréal, Macy’s, Sephora, Target, Ulta Beauty, Unilever, Walgreens, Walmart Other relevant research: Watch the Insights Video on US beauty retailing. Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way Diving into the Diverse, Underserved Segments of the US Beauty Market What Is Clean Beauty? Deciphering the Elusive Category All our coverage of beauty 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 ReportResearch Preview: The Future of Malls Swarooprani Muralidhar, Director of Research August 24, 2023 Reasons to ReadThis Research Preview offers an early look at our report on the future of the US mall, The Future of Malls: Analyzing Mall Retail Dynamics Through 2030. In that report, we will provide quantitative predictions and analyze sector dynamics for US malls through 2030, including market scale, opportunities, retailer behavior and new trends in construction and mall space usage. The Coresight Research Future of… series analyzes trends and technology that could transform retail by 2030. Other relevant research: The State of the American Mall: Competitive, Attractive and Here To Stay Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls How US Malls Can Embrace Digital Trends in Retail All our coverage of physical 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 DiveUS Men’s Plus-Size Apparel Market: Embracing Growth and Inclusivity Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 24, 2023 Reasons to ReadWe explore the market size and trajectory of the US men’s plus-size apparel market, major factors impacting the market, its competitive landscape, and themes we are watching in 2023 and beyond in the space. Key topics include the growing overweight population in the US, inflation, changing consumer preferences and emerging trends in the sector. Data in this research report include: US men’s plus-size apparel market size and year-over-year growth rates, 2018–2027E The US men’s plus-size apparel market’s share of the entire men’s apparel market, 2018–2027E Obese males’ share of the total us adult male population, 2011–2021 Proprietary survey data on US male consumers’ plus-size purchasing habits and spending levels Companies mentioned in this report include: Adidas, Amazon, Gap, Kohls, NIKE, Target, Under Armour, Walmart Other relevant research: Market Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? Inclusivity in Retail: Trends from 2022, Opportunities for 2023 US Women’s Plus-Size Apparel Market: Extending Sizes, Expanding Categories 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 DiveCustomer Data Platforms: Unearthing Buried Treasure in Unified Shopper Profiles John Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services August 23, 2023 Reasons to ReadStep into a world where data transforms into insights, and fragmented trails of customer interactions find their way into coherent identities. This report unveils the challenges and opportunities that lie ahead for brands and retailers in the wake of the impending end of third-party cookies. As the digital realm expands with an array of channels and devices, deciphering customer data trails becomes essential. In this report, readers will learn about: The importance of data insights in a growing digital landscape Hidden customer interactions and their implications The impacts of the “cookie apocalypse” by Apple and Google Challenges and opportunities in the era post third-party cookies The evolution and capabilities of customer data platforms (CDPs) The role of CDPs in creating unified customer profiles The functions of CDPs Strategies for adapting to changing privacy norms How to leverage customer data for personalized growth in the digital space Stay ahead in data-driven marketing. Dive into this report to unlock the secrets of customer data transformation and make informed decisions for a successful future. This free Custom Report is produced in partnership with VASS, a diversified technology consulting firm headquartered in Madrid, Spain, with offices in 26 countries. This report presents real-world case studies from VASS that illuminate the transformative potential of CDPs and their role in constructing robust customer profiles. Other relevant research: Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform 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
Deep DiveIndications of a Summer Wind-Down Emerge: US Consumer Tracker 2023, Week 34 Owen Riley, Analyst August 22, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Tracker takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, we present findings from our survey conducted on August 14, 2023. Data in this report are our latest proprietary survey findings on: Which retailers consumers have bought food and nonfood products from in the last two weeks 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 four-week PPT changes Companies mentioned in this 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 Tracker reports The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly tracker 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 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 22, 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 second-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended August 20, 2023, across six sectors: beauty, e-commerce, home and home-improvement, luxury, mass merchandisers and specialty apparel. 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: Estée Lauder, Home Depot, JD.com, Ross Stores, Tapestry, Target, The TJX Companies, Walmart Other relevant research: 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 Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees 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 DiveRetail-Tech Landscape: Web3 for Retail Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 22, 2023 Reasons to ReadHow can retailers tap the benefits of Web3? We present selected technology providers globally that are offering Web3 solutions for retail, in the areas of infrastructure, payments, security, supply chain and more. Companies mentioned in this report include: 3DOS, Alchemy Insights, Ava Labs, Baanx, Caldera, CertiK, Chainalysis, ConsenSys, Cultos, DSCVR, Fireblocks, IndyKite, MoonPay, Mysten Labs, Neon Labs, Ocavu, Tezos, WaveBL, Yuga Labs Our landscape infographic summarizes the companies outlined in this report. Other relevant research: Supply Chain Optimization with Web3: Unlocking the Potential of Intelligent Retail All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry Look out for our upcoming Innovator Matrix, which identifies and scores the top 10 private Web3 players in 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
Market Navigators/Market OutlookMarket Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way Marie Driscoll, CFA, Managing Director of Beauty and Luxury Sector Lead: Anand Kumar, Associate Director of Retail Research August 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 beauty market in the post-pandemic retail environment. We provide the size and trajectory of the US beauty retail market for 2023 and beyond and critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, key themes and innovators, as well as blue-sky thinking for the market. Data in this research report include: US beauty market size and year-over-year growth rates for 2018–2027E Category shares for the US beauty market for 2017, 2022 and 2027E Category sales breakdown for the US beauty market for 2022, 2023E and 2027 Total online sales for the US beauty market for 2018–2027E Online sales as a percentage of total sales for the US beauty market for 2018–2027E Companies mentioned in this report include: Bath & Body Works, Coty, The Estée Lauder Companies, Kohl’s Corporation, L’Oréal, LVMH, Sally Beauty Supply, Sephora, Target, Ulta Beauty Other relevant research: Diving into the Diverse, Underserved Segments of the US Beauty Market The 50+ Woman: What She Needs from the Beauty and Wellness Industry Livestreaming in Western Markets: A Beauty Renaissance Is on the Horizon What Is Clean Beauty? Deciphering the Elusive Category All our research on the beauty sector 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
