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
Insight ReportGenerative AI Latest: Amazon’s Initiatives, the Home Sector’s Entry and the Launch of Hypermodal AI Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 21, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—from retailers, governments, and platform and solution providers. Learn about key trends in the space; topics in this report include Amazon’s initiatives (announced at AWS Summit 2023), the foray of the home sector into the generative AI space, and Dyntatrace’s launch of hypermodal AI. Companies mentioned in this report include: Adobe, Amazon, Colgate-Palmolive, Dynatrace, IKEA, Kickstarter, Newegg, Nvidia, Shopify, Wayfair, Wix 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
Deep DiveScreen Time Continues To Increase: China Consumer Tracker Echo Gong, Senior Analyst August 21, 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 7, 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
Insight ReportJuly 2023 UK Retail Sales: Wet Weather Slows Retail Sales Growth Aditya Kaushik, Analyst August 21, 2023 Reasons to ReadUsing data from the Office for National Statistics (ONS), we analyze UK retail sales in July 2023, in total and by sector. Data in this report are: Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months Year-over-year changes in retail sales by sector, May–July 2023 Year-over-year changes in online retail sales for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: There Go Amazon’s Private Labels! John Mercer, Head of Global Research and Managing Director of Retail Research August 20, 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 Amazon’s retreat in private label. We look at this move and wider private-label trends in US retail. Data in this research report include: Proprietary US consumer survey data—proportion of Amazon apparel shoppers who bought private labels on Amazon.com in the past 12 months, 2018–2023 Companies mentioned in this report include: Amazon, Macy’s, Shein, Target, Temu, Zalando Other relevant research: Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose It US Apparel and Footwear Private Label: Consumer Attitudes and Inflation Present Opportunities Read last week’s Weinswig’s Weekly, which discusses our outlook for US retail and the consumer economy through the remainder of 2023. This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 33: US Closures Up 79% Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 18, 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 Closure Tracker 2023, Week 32: UK Closures Up 96% 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 ReportAldi To Acquire Winn-Dixie and Harveys Supermarket Banners for Major Southeastern US Expansion Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 17, 2023 Reasons to ReadOn August 16, 2023, supermarket chain Aldi announced plans to increase its presence in the Southeast region of the US by acquiring Winn-Dixie and Harveys Supermarket stores. We discuss the details of the acquisition its implications for the US grocery retail sector. Data in this research report include: US store counts of selected grocery discounters in the US Proprietary US consumer survey analysis—proportions of respondents who recently shopped for food from selected grocery chains (overall and by age) Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi US, Kroger, Grocery Outlet, Lidl, Publix, Save A Lot Other relevant research: Market Navigator: US Grocery Retailing Head-to-Head in Discount Grocery Retail: Aldi vs. Lidl Mapping the Albertsons-Kroger Merger: Assessing Overlap and Opportunities All our coverage of grocery retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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. 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 ReportJuly 2023 China Retail Sales: Retail Sales Slowdown Continues Echo Gong, Senior Analyst August 17, 2023 Reasons to ReadWe analyze China’s retail sales for July 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—May, June and July 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 Tracker weekly survey reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveThink Tank: Generative AI Explained—Understanding Its Power and Fundamental Technologies Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 17, 2023 Reasons to ReadThe Coresight Research Think Tank series delve into the trends and segments that we have identified as presenting growth opportunities in retail. In this Think Tank, we provide a reference guide for businesses to understand generative AI (artificial intelligence) and its foundational AI technologies. We discuss retail use cases of generative AI as well as challenges and strategies for AI technology implementation. We explore the technological prerequisites that have paved the way to the advanced AI and generative AI we see today. Key technologies covered in this report include machine learning, neural networks and deep learning. Data in this research report include: Global retail revenues generated through AI Global generative AI software market size and growth estimates Companies mentioned in this report include: Google, IBM, Nvidia, OpenAI Other relevant research: The Future of AI in Retail: What Technology Could Make Possible by 2030 All our coverage of generative AI 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, August 2023: Wilko Administration Bucks UK Discount Growth Trend John Mercer, Head of Global Research and Managing Director of Retail Research August 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 in 2Q23 and 3Q23 to date Companies mentioned in this report include: B&M, CPI Luxury Group, Home Bargains, Lunya, Pepco Group (Poundland), Rockport, Tuesday Morning, Wilko Other relevant research: The previous report in the US and UK Bankruptcies Latest series, outlining developments as of mid-July 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
Deep DiveRFID in Fashion: Higher Penetration and More Advancements on the Horizon Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 16, 2023 Reasons to ReadRadio-frequency identification (RFID) technology has already led to significant advancements in the fashion industry, and we expect its applications to continue to grow in the future. In this report, we dive into the current state of RFID in fashion, including factors impacting growth, the competitive landscape and potential headwinds for fashion brands and retailers. Data in this research report include: The global RFID market size for 2022, 2023E and 2028E Proprietary survey data on issues IT decision makers believe impact net revenue Key reasons for shrinkage losses in US retail Companies mentioned in this report include: Adidas, Avery Dennison, Dick’s Sporting Goods, H&M, Macy’s, NIKE, Walmart, Zara Other relevant research: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More Loss-Prevention Technology—Staying Ahead of the Bad Guys RetailTech Landscape: Checkout Solutions Has the Chip Shortage Ended? What Does This Mean for Retailers? 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 ReportInternational Travel in China: New Competition as WeChat Pay and Alipay Accept Foreign Payment Cards? Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 16, 2023 Reasons to ReadFollowing Alipay’s and WeChat Pay’s announcements that they will allow international (non-Chinese) payment cards to be linked to their payment systems for the first time, we assess how these new payment systems announced by WeChat Pay and Alipay will unlock international tourists’ spending, affecting both Chinese and international retailers. Data in this research report are: International and domestic flight volumes in China, current vs pre-pandemic Pre-pandemic international travelers’ reasons for visiting China Main attractions for pre-pandemic international travelers Other relevant research: Read our China Consumer Tracker reports for weekly insights into consumer behavior 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 ReportJuly 2023 US Retail Sales: Resilient Consumers and Nonstore Retailers Fuel Retail Sales Growth Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 15, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in July 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), July 2022–July 2023 Year-over-year changes in retail sales by sector, June 2023 and July 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 DiveWalmart Thrives as Financial Health Steadies: US Consumer Tracker 2023, Week 33 Owen Riley, Analyst August 15, 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 July 31, 2023. Data in this report are our latest proprietary survey findings on: Consumer financial health—respondents’ ability to cover bills after losing income, levels of debt and expectations for a financial windfall 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 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 15, 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 13, 2023, across four sectors: apparel and footwear, 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: Alibaba, Capri Holdings, Hanesbrands, Ralph Lauren, Quarte Retail, Under Armour, Weis Markets Other relevant research: 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 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand 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
