Market Navigators/Market OutlookResearch Preview: Market Navigator—US Beauty Retailing Marie Driscoll, CFA, Managing Director of Beauty and Luxury August 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 report on US beauty retailing, in which we will explore the size and trajectory of the US beauty retail 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. Look out for the full report, which will publish on August 21, 2023. Data in this research report include: Coresight Research estimates on the US beauty retail market’s scale and opportunity for 2023 and beyond Companies mentioned in this report include: Bath & Body Works, Estée Lauder, L’Oréal, Sephora, Ulta Beauty Other relevant research: Diving into the Diverse, Underserved Segments of the US Beauty Market All our coverage of beauty retail More reports in the Coresight Research Market Navigator (and Market Outlook) 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 DiveSummer Break Boosts Screen Time: China Consumer Tracker Echo Gong, Senior Analyst August 14, 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 July 31, 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: The US Consumer Economy Is a Game of Chutes and Ladders John Harmon, CFA, Managing Director of Technology Research August 13, 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 our outlook for US retail and the consumer economy through the remainder of 2023. We look at leading indicators of US retail sales, sales growth in the past few years and more. Other relevant research: US Retail and Consumer Outlook, August 2023 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. The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly surveys. Read last week’s Weinswig’s Weekly, which looks at new Coresight Research data on who shops across channels and which types of consumers stick to single-channel shopping. This document was generated for
Event PresentationGenerative AI in Retail and Healthcare: Insights Presented at NACDS TSE 2023 Coresight Research August 12, 2023 Reasons to ReadOn August 12, 2023, Coresight Research presented at NACDS Total Store Expo 2023 on the topic of generative AI (artificial intelligence) in retail and healthcare. In this presentation, we discuss the market size of global generative AI software and explore use cases of the technology, leveraging our CORE framework. Find out which innovator partners can help your generative AI journey—from communicating creatively to enhancing experiences. Companies mentioned in this report include: AiCure, Digital Wave Technology, Firework, Kroger, Nfinite, Nvidia, Obsess, SAP, Sensormatic, Shopify, Unilever Other relevant research: Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization AI Is Revolutionizing Healthcare: Four Applications, Countless Benefits The Retail Buzz Around Generative AI—Infographic All Coresight Research 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 ReportTapestry’s Acquisition of Capri Holdings Paves the Way for an American Luxury Powerhouse Swarooprani Muralidhar, Director of Research August 11, 2023 Reasons to ReadWe explore the details and implications of Tapestry’s acquisition of Capri Holdings, announced on August 10, 2023. Data in this research report on Capri Holdings and Tapestry include: Revenues and revenue growth, FY19–FY23 Global reach and product offerings DTC (direct-to-consumer) penetration Brand revenues and operating profit margins Proprietary US consumer survey data—brands purchased by luxury shoppers (May 2023 vs. November 2022) Companies mentioned in this report include: Capri Holdings, Coach, Kate Spade New York, Jimmy Choo, Kering, LVMH, Prada, Richemont, Stuart Weitzman, Tapestry, Versace Other relevant research: Head-to-Head in Luxury: Capri Holdings vs. Tapestry Luxury Clothing and Footwear Sector To Gain Share of the Total US Apparel Market in 2023 and Beyond 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 ReportCountdown to China’s Singles’ Day 2023: Three Months To Go—Livestreaming Trends That Brands Must Know Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 11, 2023 Reasons to ReadSingles’ Day, the largest online shopping festival in the world, is just three months away! As live video has become an increasingly popular shopping channel among Chinese consumers, we look at the latest trends in livestreaming e-commerce to inform brands’ and retailers’ Singles’ Day 2023 preparations. Data in this report include: Coresight Research estimates on the size of the livestreaming e-commerce market in China, 2023E–2027E Companies mentioned in this report include: Alibaba (Taobao/Tmall), Apple, Douyin, Little Red Book, Meituan, WeChat Other relevant research: Countdown to China’s Singles’ Day 2023: Six Months To Go—What Brands and Retailers Should Know in Advance of the Shopping Festival All Coresight Research coverage of Singles’ Day in 2023 and prior years Retail 2023: 10 Trends in China E-Commerce All Coresight Research coverage of China retail and livestreaming 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 32: UK Closures Up 96% Aaron Mark Dsouza, Data Analyst August 11, 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: Under Armour, Wilko Other relevant research: Weekly US and UK Store Openings and Closure Tracker 2023, Week 31: Primark Plans US Expansion 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 CoverageOracle Retail Cross Talk 2023: Retail Platform Is Extended Further, Gets Wheels from Uber Integration John Harmon, CFA, Managing Director of Technology Research August 10, 2023 Reasons to ReadThe Coresight Research team attended Oracle’s annual Retail Cross Talk event, which was held on July 17–19, 2023. We present key insights from the event, covering the company’s recent developments in AI, its integration with Uber, and more. Other relevant research: Read about recent developments in generative AI, including from Oracle, in our Generative AI Latest series Oracle Retail Cross Talk 2022: Powerful New Platform Unveiled, Focus on Common Data and Extensibility More Coresight Research reports on emerging technology and retail management 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 for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization Terence Ng, Senior Analyst Sector Lead: Swarooprani Muralidhar, Director of Research August 10, 2023 Reasons to ReadHow can generative AI (artificial intelligence) drive benefits in pharmacy retail and healthcare? Learn about the opportunities that generative AI presents in addressing key challenges for retail pharmacies and healthcare services providers, covering labor shortages, drug shortages, a proliferation of manual processes and more. We also discuss how technology startups can help US retail pharmacies and healthcare providers implement generative AI. Data in this research report include: Coresight Research estimates on the global generative AI software market, 2022–2027 Companies mentioned in this report include: Amazon, Botco.ai, CVS, DignaMed, Huma.AI, Mayo Clinic, Nuance Communications (Microsoft), Olive, Walgreens Other relevant research: Generative AI in Retail and Healthcare: Insights Presented at NACDS TSE 2023 AI Is Revolutionizing Healthcare: Four Applications, Countless Benefits 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 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 Dive3Q23 US Livestreaming Tracker: Target Provides Competition for Walmart, Opportunities for Home and Beauty Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 10, 2023 Reasons to ReadThe Coresight Research US Livestreaming Tracker is a quarterly series that provides updates on trends in the live-video e-commerce space. We analyze findings from proprietary US consumer surveys on the role of livestreaming in the shopping journey. In this report, we present data from our 3Q23 survey, conducted in July 2023, which asked consumers about their engagement with “shoppable livestreams” (live, online videos focused on promoting and selling products) in the past three months. Data in this report, based on proprietary survey findings, include: Use of livestream shopping—participation rates, reasons for cart abandonment, frequency of watching shoppable livestreams and reasons for watching Livestream shopping platforms—platforms used to watch shoppable livestreams (and breakdowns by age groups and platform type) and product categories that viewers have watched vs. purchased via livestreaming Livestreaming content—formats that viewers prefer to watch, degree of influence of livestream technology and host characteristics on purchase decisions, and future expectations for content Companies mentioned in this report include: Costco, Dollar General, Facebook, Home Depot, IKEA, Instagram, Kohl’s, Sam’s Club, Sephora, Target, TikTok, Ulta Beauty, Walmart, YouTube Other relevant research: All Coresight Research coverage of livestreaming 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 Retail and Consumer Outlook, August 2023 John Mercer, Head of Global Research and Managing Director of Retail Research August 9, 2023 Reasons to ReadWe present our outlook for US retail and the consumer economy, updating our previous outlook from March 2023. In this report, we consider why the consumer economy resembles a game of chutes and ladders, whether real declines in retail sales will continue, whether US retail is overinflated and why we may be entering an era of renewed services spending. Data in this report include: US retail sales—recent growth rates, real multi-year expansion and Coresight Research growth projections Proprietary Coresight Research US survey data on consumers’ reactions to inflation in retail The balance between consumer spending on retail goods and discretionary services Consumers’ excess savings levels and the pace of depletion Coresight Research survey data on US consumers’ savings firepower Consumer credit levels Other relevant research: Five Retail Opportunities Amid Economic Uncertainty Coresight Research US Consumer Tracker survey reports 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
Deep DiveConsumers Maintain Consistent Summer Spending Patterns: US Consumer Tracker 2023, Week 32 Owen Riley, Analyst August 8, 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. 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 Consumer preferences in holiday shopping ahead of Holiday 2023 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 DiveInnovator Matrix: Workforce Management Terence Ng, Senior Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services August 8, 2023 Reasons to ReadThe Coresight Research Innovator Matrix series uncovers the top technology companies across key segments, helping retailers find technology partners, and investors discover promising retail-technology startups poised for growth. In this report, we discuss the US workforce management landscape and opportunity, and identify the next generation of retail innovators in the space. By working with advanced workforce management solutions empowered with artificial intelligence (AI) and machine learning (ML), brands and retailers will be able to better handle staff schedules, automate tasks, assign suitable workers to a task and make more accurate workload forecasts. We analyze, evaluate and score the top 10 pre-IPO companies based on their relative performance on a two-factor evaluation scale: level of innovation and market potential. We categorize the companies into three areas of innovation: Communication and deskless workforce management Payroll and task management Scheduling, time and attendance tracking Companies mentioned in this report are: Beekeeper, Connecteam, Deel, Legion, Papaya Global, Quinyx, Rippling, WorkForce Software, WorkJam, Yoobic Other relevant research: Innovator Matrix: Last-Mile Delivery More Innovator Research from Coresight Research Look out for future reports in the new Innovator Matrix 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 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 8, 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 6, 2023, across six sectors: apparel and footwear, consumer packaged goods, 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, Carter’s, The Clorox Company, Columbia Sportswear Company, CVS Health, Gildan Activewear, Sprouts Farmers Market, VF Corporation, Wayfair Other relevant research: 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 Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, 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 DiveRetail-Related Activities Stutter: China Consumer Tracker Echo Gong, Senior Analyst August 7, 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 July 24, 2023. Data in this research report are: Activities that consumers have done in the past two weeks—latest data and one-and four-week PPT changes Avoidance of public places, by type of public place 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
