Reasons to Read

We analyze China’s retail sales for June 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—April, May and June 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
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Our 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: 7-Eleven, Iceland

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How can drones, or unmanned aerial vehicles (UAVs), enhance delivery capabilities and inventory management in retail? We present selected technology providers globally that are offering drone-based solutions for retail.

Companies mentioned in this report include: Corvus Robotics, Delta Drone, DJI, Drone Delivery Canada, DroneScan, DroneUp, Gather AI, Manna Drone Delivery, Matternet, Skydio, SkyDrop, Zipline

Our landscape infographic summarizes the companies outlined in this report.

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Meal-kit companies have experienced tremendous growth throughout the pandemic, fueled by the lack of dining-out options. However, with pandemic demand fading, the meal-kit industry is struggling due to seasonal demand challenges, rising inflation and high operational and marketing costs.

We examine the size and trajectory of the US meal-kit market, as well as its competitive landscape and key demographics, themes and challenges we will be watching in the space in 2023 and beyond.

Data in this research report include:

  • Total sales and sales growth for the US meal-kit market for 2018–2027E
  • US meal-kit market share by company for 2019–2022
  • Proprietary research data on what meal-kit subscription services consumers used in the past year and why
  • Marketing and fulfillment expenses for Blue Apron, Hello Fresh and Marley Spoon for 2020–2022

Companies mentioned in this report include: Blue Apron, DoorDash, HelloFresh, Kroger, Marley Spoon, Sunbasket

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Reasons to Read

In partnership with Bain & Company and Bain Capital Ventures, Coresight Research is thrilled to share the unveiling of the inaugural CommerceTech Power List 2023, which recognizes and celebrates exceptional, venture-backed innovators in the commerce and marketing tech space that are shaping the future of retail.

The winners—the top 10 Power Players and five Rising Stars—are acknowledged for their contributions and achievements, with a focus on their potential implications for driving retail performance.

Read this report to learn more about the CommerceTech Power List 2023, including details on the winners.

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Reasons to Read

We 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: Lunya, Rockport, Tuesday Morning

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in June 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), June 2022–June 2023
  • Year-over-year changes in retail sales by sector, May 2023 and June 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.
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How can technology providers accelerate the consumerization of healthcare? AI (artificial intelligence) is revolutionizing healthcare, from medical diagnosis to improving patient outcomes—but the implementation of AI technology is not without its challenges.

We discuss the key applications and challenges of AI in healthcare, with examples of technology companies that are making waves in the space.

Companies mentioned in this report include: Ada, Amwell, Babylon Health, Fitbit, MyFitnessPal

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Reasons to Read

The 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 10, 2023, which included questions on the financial health of consumers.

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
  • Avoidance of public places due to Covid-19 concerns, by type of public place—latest data and four-week PPT changes
  • Activities that consumers have done in the past two weeks
  • 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

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

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Reasons to Read

Traditional department stores in China have been greatly impacted by the rapid development of online shopping in the country in recent years. Some have started to transform in response to the change, while others now face bankruptcy. As part of the Market Outlook series from Coresight Research, we dive into the Chinese department stores sector—covering its size and competitive landscape, as well as factors and themes impacting its growth—to offer insights that can help relevant department stores, brands and other retailers.

Data in this research report include:

  • Market size and year-over-year growth rates for Chinese department stores for 2018–2027E
  • Year-over-year changes in China’s GDP for the first quarter of 2019 through the first quarter of 2023
  • Overall urban and urban youth unemployment rates in China for May 2022 through May 2023
  • 2022 revenues of the top 20 department store groups in China

Companies mentioned in this research report include: Alibaba, Chongqing Department Store Co., Easyhome New Retail Group, Shanghai Bailian Group

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The 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; key topics in this report include how solution providers are solving for security concerns with content indemnification, as well as the latest generative AI announcements from China.

Companies mentioned in this report include: Adobe, Alibaba, Amazon (AWS), Huawei, IBM, Meta, Microsoft, Oracle, Salesforce, Shutterstock

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Louis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.

Data in this research report are:

  • Cora and Match’s store fleet, average selling area, net sales, EBITDA and EBITDA margin in 2022
  • French grocery market share by retailer, as of June 11, 2023

Companies mentioned in this research report are: Carrefour, Cora, E.Leclerc, Louis Delhaize, Match

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Reasons to Read

The 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 3, 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:

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Reasons to Read

Each 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 how AI (artificial intelligence)-powered predictive analytics is driving data-driven decision-making in retail.

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Reasons to Read

We present our observations of Amazon’s Prime Day 2023 in the US, held on July 11–12. We discuss Amazon’s foray into travel and healthcare, its supply chain management initiative, labor challenges and more.

Data in this research report include:

  • Proprietary US consumer survey findings—expectations to shop Prime Day deals
  • Selected retailers’ rival promotional events to Prime Day 2023

Companies mentioned in this report include: Amazon, Best Buy, Kohl’s, Macy’s, Target, Walmart

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