Deep DiveFive Trends in US Food CPG: Transparency, Sustainability and Technology Lead the Way Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 18, 2023 Reasons to ReadWith the supply chain, inflation and other macroeconomic pressures experienced in 2022—and the economic uncertainty many consumers feel in 2023—food and beverage consumer packaged goods (CPG) companies are looking for innovative ways to engage with consumers and cater to their needs. We look at five key food trends in the US CPG market, namely the technologies, initiatives and innovations CPG companies are using to address changing consumer demands around health and wellness, transparency and sustainability. Data in this report include: The US edible CPG segment size for 2017 through 2026E Proprietary survey data on the most important types of environmental sustainability initiatives to consumers Types of plant-based products purchased by consumers in 2022 Consumers’ leading indicators in determining the transparency of food brands and retailers Emerging technologies that CPG manufacturers planned to adopt by the end of 2022 Companies mentioned in this report include: Kellogg, Mars Wrigley, Mondelēz International, Nestlé, PepsiCo and Unilever Other relevant research: Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023 Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility 10 Trends in the US CPG Market Explore CPG data, reports and company profiles on the Coresight Research Food, Grocery and CPG Retail Hub 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 UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsRetail-Tech Landscape: Supply Chain TechnologyRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level
Deep DiveUS Consumer Tracker: Hints of a More Active Consumer Owen Riley, Analyst April 18, 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 April 10, 2023. Data in this report, based on proprietary survey findings, include: Profiles of consumers who avoid continue to public places and those who buy nonfood products from Amazon Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place 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: Amazon, Costco, Dollar General, Dollar Tree, Sam’s Club, Target, Walmart Other relevant research: All of our US Consumer Tracker and US Consumer Tracker Extra 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedAnalyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonHow Generations Actually Shop: Young Consumers Buy Broadly, Older Consumers Buy DeepAmazon To Close Amazon Fresh and Amazon Go Grocery Chains
Insight ReportMarch 2023 US Retail Sales: Growth Decelerates from February Daniel Rodden, Analyst April 18, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in March 2023, in total and by sector. Data in this report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), February 2022–February 2023 Year-over-year changes in retail sales by sector, December 2022 and January 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:Retail Tech for Holiday 2026: AI-Led Discovery and Operational Readiness—PlaybookCEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?Innovator Profile: Flock AI—AI-Native Platform for Visual Content GenerationGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
Insight ReportTikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social Platform Charlotte Rothschild, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 17, 2023 Reasons to ReadThe expansion of TikTok Shop indicates TikTok’s intent to pursue its e-commerce strategy in the US. We discuss what the shopping feature means for brands and retailers, covering how it works, the Affiliate Marketplace and retailer case studies. Data in this report include: Proprietary survey data—Top social media platforms used for shopping by US social media shoppers Companies mentioned in this report include: Bytedance, Douyin, PacSun, Revolve, TikTok Other relevant research: Think Tank: Seizing Social Commerce Opportunities in the US US Social Commerce Survey 2022: Capitalizing on Social Media Influence in Retail Retail-Tech Landscape: Social Commerce All our 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:Shoptalk Fall 2025 Day Three: From Constraints to Catalysts—Technology Driving the Next Era of RetailThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data Graphic
Deep DiveChina Consumer Tracker: Consumer Sentiment Continues To Fluctuate Echo Gong, Senior Analyst April 17, 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 report, we present findings from our survey conducted on April 3, 2023. Data in this 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 since December 2022 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:Shoptalk Europe 2026 Insights: From AI to Retail MediaConsumer Sentiment Improves Entering the New Year: US Consumer Survey InsightsGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats
Analyst CornerWeinswig’s Weekly: Walmart Leans In on Automation To Boost Margins John Harmon, CFA, Managing Director of Technology Research April 16, 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,” (CEO and Founder of Coresight Research), discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain. Other relevant research: Walmart Investor Community Meeting 2023: Leveraging Automation To Achieve $130 Billion in Additional Sales in the Next Five Years The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery Innovation Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025 Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Read last week’s Weinswig’s Weekly, which presents four trends identified by our recent data dive on how US consumers are shopping for groceries. 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:The Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2026, Week 23: Marks & Spencer Closes StoresAgentic Commerce: The US’s Open Approach vs. China’s Vertical Integration
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 15: Closures Up in US and UK Aaron Mark Dsouza, Data Analyst April 14, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this 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 report include: Walmart Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 14: Harbor Freight Tools and Urban Outfitters Drive US Openings Store Tracker Extra: US and UK Store Openings and Closures 2022 Review and 2023 Outlook The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly report, 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:The New Coresight 100: Leading the Retail Charge in 2025—InfographicThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Deep DiveRetail-Tech Landscape: Retail Media Vijay Doijad, Analyst April 13, 2023 Reasons to Read We published an update to this report in June 2025, which you can access here: Retail-Tech Landscape: Retail Media Retail media is a key advertising channel, providing retailers with a new revenue stream and marketers with a valuable opportunity to reach consumers. We highlight key industry trends in retail media and present selected companies globally whose technology solutions are helping retailers to build and optimize their retail media capabilities. Categories covered in this landscape are: Digital marketing platforms In-store advertising Marketing personalization platforms Retail analytics Experiential technologies Retail media accelerators Companies mentioned in this report include: AdAdapted, Aki Technologies, Banyan, Firework, Obsess, Octane AI, Pathr.ai, Placer.ai, RetargetLinks, Swiftly Our landscape infographic summarizes the companies outlined in this report. Other relevant research: A Guide to Multiplying Retail Media Dollars The Evolution of Retail Media: Five Trends To Watch More Coresight Research reports on retail media All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:Self-Service Technology: Powering The Modern In-Store Experience and OperationsRetail 2025: India Retail Predictions—Midyear Trends UpdateStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicFebruary 2026 US Retail Sales: Weaker Core Performance and Divergent Sector Trends
Insight ReportUS Consumer Tracker Databank—New Data Coresight Research April 13, 2023 Reasons to ReadFrom beauty to footwear to luxury goods and beyond, explore hundreds of proprietary data points on which retailers US consumers are buying from and what they are purchasing. New in April 2023, the Coresight Research US Consumer Tracker Databank includes time-series data on where consumers are shopping and what they are buying in each of 12 major US retail sectors and categories, tracked quarter by quarter. 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:October 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
Deep DiveUS Consumer Tracker: Shoppers Show Reduced Awareness of Price Increases Owen Riley, Analyst April 12, 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 April 3, 2023, which includes our monthly check on consumers’ awareness of inflation. Data in this report, based on proprietary survey findings, include: Consumers’ perceptions of inflation Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place 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: Amazon, Costco, Dollar Tree, Target, Walmart Other relevant research: All of our US Consumer Tracker and US Consumer Tracker Extra reports The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly tracker surveys. New in April 2023, the Databank includes quarterly data on where consumers are shopping and what they are buying for 12 major US retail sectors or categories. 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:2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergySix Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival?
Deep DiveChina Consumer Tracker: Avoidance Up, Activity Down Echo Gong, Senior Analyst April 12, 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 report, we present findings from our survey conducted on March 27, 2023. Data in this 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 since December 2022 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:Higher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 3: Retailer FocusWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Insight ReportMarch 2023 Leading Indicators of US Retail Sales: Mid-Single-Digit Growth Amid Growing Consumer Sentiment Royce Baretto, Analyst April 11, 2023 Reasons to ReadThe Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of March 28, 2023. Data in this report include: Proprietary Coresight Research projections for retail sales growth by month for the next 12 months US actual retail sales versus model predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: February 2023 Leading Indicators of US Retail Sales: Projecting Soft Retail Growth Ahead of Midyear Uptick The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly 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:The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaSector Focus: Luxury Shopping—Data Graphic
Event CoverageWalmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five Years Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 11, 2023 Reasons to ReadWe present key insights from Walmart’s Investor Community Meeting, held on April 4–5, 2023. We discuss the company’s plans to leverage automation in the supply chain as a strategy to boost productivity, as well as the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US. Other relevant research: The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery Innovation Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025 Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Walmart (NYSE: WMT) Company Profile 4Q22 US Earnings Season Wrap-Up 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:Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusAnalyst Corner: How US Consumers Are Shopping for Groceries in 2026, with Sujeet NaikHigher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data GraphicNRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to Sustainability
Insight Report4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 11, 2023 Reasons to ReadOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. This quarter, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Data in this report are: Quarterly inventory data from companies, including inventory turnover rates by quarter, category and retailer, from 4Q20 through 4Q22 Companies mentioned in this report include: BJ’s Wholesale Club, Dollar General, Kohl’s, Ulta Beauty and Walgreens Boots Alliance Other relevant research: 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak 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 Other research you may be interested in:Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav PitaliyaBehind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon HaulWeekly US Store Openings and Closures Tracker 2026, Week 14: Urban Outfitters Announces Expansion Plan
Deep DiveHead-to-Head in Global CPG: Procter & Gamble vs. Unilever Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 10, 2023 Reasons to ReadProcter & Gamble (P&G) and Unilever are two of the largest and most established consumer packaged goods (CPG) companies worldwide, both operating in a variety of categories, including beauty, personal care, grooming and home care. As part of our Head-to-Head series, we provide company overviews as well as insights into five key elements of their businesses—revenue growth and segmentation, product categories and brands, growth strategies, e-commerce and digital initiatives, and sustainability initiatives. Data in this report include: Revenues and year-over-year revenue change for both P&G and Unilever for fiscal 2017 through 2022 P&G and Unilever’s revenue broken down by product categories and geography for fiscal 2022 Operating profits and margin for P&G and Unilever for fiscal 2017 through 2022 Worldwide revenues for the top 10 public CPG companies for fiscal 2017 through 2022 Companies mentioned in this report include: Microsoft, Procter & Gamble and Unilever Other relevant research: Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023 Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility 10 Trends in the US CPG Market Explore CPG data, reports and company profiles on the Coresight Research Food, Grocery and CPG Retail Hub 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 UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
