Market Navigators/Market OutlookMarket Navigator: US Grocery Retailing—Executive Summary Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 19, 2023 Reasons to ReadGain a sneak peek into our upcoming research on US grocery retailing! This Executive Summary offers selected highlights from the next report in our Market Navigator series, which offers in-depth, data-rich views of retail, consumer and technology sectors. We present critical insights into the US grocery retail market, covering its size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, and more. Our full Market Navigator on the US grocery retail market will publish on June 26, 2023. Data in this research report include: Coresight Research estimates on market scale and opportunity for the US grocery market, including estimated total sales growth for 2023 Proprietary US consumer survey data on the leading brands and retailers in the market Companies mentioned in this report include: Albertsons, Amazon, Costco, Dollar General, Dollar Tree, Kroger, Walmart Other relevant research: All Coresight Research reports on grocery retailing Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. More Market Navigator and Market Outlook reports For more information on the Market Navigator series, read the Weinswig’s Weekly report in which we announced this new product. 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 Other research you may be interested in:Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Retail Tech for Holiday 2026: AI-Led Discovery and Operational Readiness—PlaybookInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AI
Deep DiveConsumer Avoidance Falls: China Consumer Tracker Echo Gong, Senior Analyst June 19, 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 June 5, 2023. Data in this research report are: Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes Activities that consumers have done in the past two weeks 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 Other research you may be interested in:Rolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicShoptalk Spring 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesInnovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
Analyst CornerWeinswig’s Weekly: Is the Metaverse Dead for Retail? John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 18, 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 whether the metaverse is still relevant for retail. Other relevant research: Our full report on the state of the metaverse in retail US Metaverse Fashion Market: Rapid Growth Ahead, Six Challenges To Watch More research reports on the metaverse Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsWeekly US Store Openings and Closures Tracker 2026, Week 19: Bob’s Discount Furniture To Open StoresThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in Focus
Event PresentationRetail Shrink and Loss-Prevention Methods—Presentation Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 16, 2023 Reasons to ReadLoss-prevention events are becoming more frequent, impacting retailers’ profitability. As a percentage of total US retail sales, retail shrink represented $94.5 billion in losses in 2021, up 4% year over year. How are retail companies tackling security challenges? On June 15, 2023, Coresight Research presented on retail shrink and loss-prevention methods. In this presentation, we consider the factors causing retail shrink and the rise of ORC (organized retail crime), with examples of ORC and reports of shrink by notable retail companies. We also discuss retail investment in loss-prevention technology, including RFID and video surveillance. Data in this report include: Inventory shrink, by source Increase in risk and threat priorities to retailers over the past five years Reports of shrink by notable retailers in 1Q23 US cities affected by ORC Retailers’ prioritization of loss prevention and investment in technologies to tackle shrink Companies mentioned in this report include: Apple, CVS, Home Depot, Lowe’s, Target, Walmart Other relevant research: Watch our Insights Video for more insights from our analysts on loss prevention. Our free report, sponsored by Sensormatic: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000Shoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsThe Future of AI, Supply Chains and Sustainability: Insights from CES 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion Plans
Research DigestInsights Video: Retail Shrink and Loss-Prevention Methods Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 16, 2023 Reasons to ReadLoss-prevention events are becoming more frequent, impacting retailers’ profitability. How are retail companies tackling security challenges? In this Insights Video, Coresight Research analysts John Harmon and Primel Konok present key insights on loss prevention and enabling technologies, including RFID and video surveillance. Data in this video include: Inventory shrink, by source Increase in risk and threat priorities to retailers over the past five years Reports of shrink by notable retailers in 1Q23 US cities affected by ORC Retailers’ prioritization of loss prevention and investment in technologies to tackle shrink Companies mentioned in this video include: Apple, CVS, Home Depot, Lowe’s, Target, Walmart Other relevant research: Retail Shrink and Loss-Prevention Methods—Presentation Our free report, sponsored by Sensormatic: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 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 Other research you may be interested in:The Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationThe American Mall Renaissance: A Bifurcated Sector with Top-Tier Assets Leading the Way
Insight ReportMay 2023 US Retail Sales: Resilient Consumers Drive Retail Sales Growth Primel Konok, Analyst June 16, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in May 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), May 2022–May 2023 Year-over-year changes in retail sales by sector, April 2023 and May 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 Other research you may be interested in:Honeywell To Sell Productivity Solutions and Services Business for $1.4 Billion in CashHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueUnlocking Success in Retail Merchandise Planning To Drive Sales and ProfitabilityWeekly UK Store Openings and Closures Tracker 2025, Week 45: Fired Earth To Close Stores Due to Administration
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 24: UK Openings Up 38% Aaron Mark Dsouza, Data Analyst June 16, 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: Casey’s General Stores and M&Co Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 23: US Closures Up 61% 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 Other research you may be interested in:Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2026, Week 3: Asda and Dunelm Open StoresInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food Innovation
Insight ReportUS and UK Retail Bankruptcies Latest, June 2023 John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 16, 2023 Reasons to ReadWe provide an update on retailers and retail-adjacent companies filing for bankruptcy in the US and the UK so far in 2Q23. Data in this research report are: Major US and UK retail bankruptcies in 2Q23 Companies mentioned in this report include: Bed Bath & Beyond and Planet Organic Other relevant research: 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 Other research you may be interested in:Innovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This YearThree Data Points We’re Watching This Week, Week 30: US Retail and the Consumer—Latest MetricsThe State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025
InfographicUS Social Commerce Survey 2023—Infographic: Video-Centric Platforms and Influencers Offer Opportunities for Brands Charlotte Rothschild, Analyst June 15, 2023 Reasons to ReadHow are US consumers shopping on social media? This infographic presents highlights from our latest annual social commerce survey, analyzing how shoppers engage with social media platforms and the trends shaping the future of social commerce. We provide valuable insights for brands and retailers to gain a competitive edge in developing and enhancing their social commerce strategies. In this infographic, we focus on opportunities in three areas: Video-based platforms Influencers Trust Data in this infographic, based on proprietary survey findings, include: Use of social media in the shopping process—platforms used, reasons for shopping on social media, and more Tapping the power of influencers/celebrities—reasons for following influencers and the impact of influencers on shopping behaviors Companies mentioned in this report include: Facebook, Instagram, TikTok, Twitter, YouTube Other relevant research: Read the full report for our complete survey analysis of consumer trends across product categories, social media platforms and consumer demographics. All Coresight Research coverage of digital 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 Other research you may be interested in:Amazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel RetailRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2026, Week 25: True Religion To Open StoresOnce-Highflying Allbirds Sells Itself for a Song
Deep DiveUS Social Commerce Survey 2023: Video-Centric Platforms and Influencers Offer Opportunities for Brands Charlotte Rothschild, Analyst Sector Lead: Philip Moore, Head of Custom Research June 15, 2023 Reasons to ReadHow popular is social commerce in the US, and how are consumers shopping on social media? Our latest annual social commerce survey analyzes consumer trends across product categories, social media platforms and consumer demographics. We provide valuable insights for brands and retailers to gain a competitive edge in developing and enhancing their social commerce strategies. Data in this research report, based on proprietary survey findings, include: Use of social media in the shopping process—social platforms used, purchase frequency, reasons for shopping on social media, prevalence of and reasoning behind abandoning purchases, and more Tapping the power of influencers/celebrities—types of influencers that consumers follow, their reasons for doing so, and the impact of influencers on shopping behaviors Companies mentioned in this report include: Facebook, Instagram, TikTok, Twitter, YouTube Other relevant research: View highlights from this report in our corresponding infographic. All Coresight Research coverage of digital 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 Other research you may be interested in:US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Financial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicRetail 2025: UK Retail Predictions—Midyear Trends Update
Deep DiveExploring International Home and Home-Improvement Sector Retailing in the UAE Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 15, 2023 Reasons to ReadWe discuss international home and home-improvement retailers operating in the United Arab Emirates (UAE), drawing on data from Statista and the UN and the Coresight Research team’s interviews with retail executives and customers in the UAE. Data in this research report Include: UAE home and home-improvement market size and year-over-year growth, 2018–2027E UAE population size, population density and age demographics Coresight Research interviews with retail executives and customers in the UAE Companies mentioned in this research report are: Ace Hardware, Ashley Furniture HomeStore, IKEA, La-Z-Boy and Williams-Sonoma Other relevant research: E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online Offerings Home and Home-Improvement Retail: Key Factors Influencing US Shoppers How the US Home and Home-Improvement Market Can Target Millennials 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 Other research you may be interested in:Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 Filing2026 Sector Outlooks: EbookThree Data Points We’re Watching This Week, Week 3: Retailer Focus
Insight ReportFive Things To Know About Generative AI in China Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 14, 2023 Reasons to ReadChina is racing against the US to become a prominent global leader in AI (artificial intelligence), with Chinese tech giants launching their own generative AI chatbots to compete with OpenAI’s ChatGPT. We present five things brands and retailers should know about China’s generative AI market, covering the latest technology developments, details of major chatbots and the business benefits and risks of generative AI. Data in this report include: New, proprietary estimates and projections for global generative AI software revenues, 2022–2027E Timeline of generative AI chatbot launches in China Companies mentioned in this report include: Alibaba, Baidu, JD.com, OpenAI, SenseTime Other relevant research: ChatGPT and Generative AI: Five Things Retailers Should Know Building Blocks of the Metaverse: Artificial Intelligence (AI) All Coresight Research coverage of emerging technology and China 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 Other research you may be interested in:2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement MarketAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth
Event CoverageManhattan Momentum 2023 Conference: Manhattan Associates Adds RFID, Touts Cloud-Native Architecture, Generative AI Potential and Google Shopping Integration John Harmon, CFA, Managing Director of Technology Research June 14, 2023 Reasons to ReadThe Coresight Research team attended the Manhattan Momentum 2023 conference in Phoenix, Arizona, during May 22–25, hosted by software solutions provider Manhattan Associates. Catch up on the highlights from the event with our report, which covers developments from Manhattan Associates on RFID (radio-frequency identification), new software architecture, generative AI, Google integration and more. Other relevant research: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More ChatGPT and Generative AI: Five Things Retailers Should Know—Update More research reports on emerging technology All Coresight Research event coverage 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 Other research you may be interested in:From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesRetail-Tech Landscape: Advanced AI SolutionsAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data Graphic
Deep DiveUS Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To Grow Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 14, 2023 Reasons to ReadWith professionals’ return to the office, consumers’ growing emphasis on active lifestyles and technological advancements driving watch purchases in the US, we examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond. Data in this research report include: US consumer spending on watches for 2018–2027E Year-over-year sales growth, both overall and by category, for the US watch market for 2018–2027E Year-over-year changes in the consumer price index of watches for April 2022–April 2023 Proprietary survey data on dollar amount spent per watch bought, watch brands shopped, important watch features and more Number of high-net-worth individuals by country Companies mentioned in this report include: Casio, Kering, LVMH, Richemont, Rolex, Tapestry and Timex Other relevant research: Market Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? Market Outlook: US Luxury Set for Solid Growth Why Now for YNAP? Farfetch’s Acquisition of YOOX Net-A-Porter Group Empowers Richemont To Focus on Jewelry and Watches 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 Other research you may be interested in:Retail Earnings Insights, 3Q25: Premium Subscriber CallThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresGlobal Tech and Retail Layoffs in 2025: Structural or Cyclical?
Insight ReportThe Metaverse Is Not Dead: Defying the Rumors of Its Demise Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 13, 2023 Reasons to ReadWith recent attention shifting to generative AI (artificial intelligence) and the emergence of the “crypto winter,” are we seeing the demise of the metaverse? We explore recent metaverse-related developments—both positive and unfavorable—that paint a picture of the current state and long-term potential of the metaverse. We lay out what brands, retailers and solution providers need to know to drive success in the virtual world. Data in this report include: Proprietary survey data: how US consumers are using the metaverse Coresight Research estimates for the size and growth of global retail sales in the metaverse and virtual stores, 2022–2030E Companies mentioned in this report include: Apple, Coca-Cola, Deemos Technologies, Disney, Meta, Microsoft, Nestlé Cereals, Shiseido Other relevant research: US Metaverse Fashion Market: Rapid Growth Ahead, Six Challenges To Watch More research reports on the metaverse ChatGPT and Generative AI: Five Things Retailers Should Know—Update 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 Other research you may be interested in:Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaWeekly US Store Openings and Closures Tracker 2026, Week 14: Urban Outfitters Announces Expansion Plan
