Deep DiveJanuary 2023 US Housing Market Indicators: Total Home Sales Fall Sharply Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 10, 2023 Reasons to ReadThe Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector. This report analyzes data from December 2022 (the latest data available as of the end of January 2023). Data in this report include: US housing permits, starts and completions, December 2021–December 2022 US existing home sales, December 2021–December 2022 US Pending Home Sales Index, overall and by region, December 2021–December 2022 US new home sales and year-over-year change, December 2021–December 2022 US Housing Affordability Index, November 2021–November 2022 Other relevant research: The previous US Housing Market Indicators report Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail How the US Home and Home-Improvement Market Can Target Millennials Read our complete coverage of the home and home-improvement sector. View our full collection of monthly reportsthat keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. 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:Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights
Event PresentationHow To Enhance the Customer Experience with Next-Generation Product Information Management and AI Coresight Research February 10, 2023 Reasons to ReadOn February 9, 2023, Coresight Research hosted a webinar with Digital Wave Technology to explore the importance of effective product information management (PIM) and product experience management (PXM) in enhancing the customer experience. Deborah Weinswig, CEO and Founder of Coresight Research, and Lori Schafer, CEO of Digital Wave Technology, offered key insights on the following: Why is PIM/PXM a must-have in today’s modern retail landscape? How does a modern AI platform help accelerate speed to market, leveraging tools, automation and smarts to do the heavy lifting? How does layering on artificial intelligence (AI) optimize and elevate product experiences to a whole new level for customers? Don’t miss out! Read our full presentation below, and click here to watch the webinar replay! Other relevant research: Next-Generation Product Information Management: From Spreadsheets to AI, a free report from Coresight Research and Digital Wave Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Unilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 6: UK Closures Up 65% Aaron Mark Dsouza, Data Analyst February 10, 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: Aldi, Bed Bath & Beyond, JD Sports, Levi Strauss & Co, Lidl and Skechers USA. Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 3: US Closures Down 24% 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. 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:September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberSeven & i Holdings IR Day Spring 2026: Store Modernization, Fresh Food, Digital Growth and Global Expansion Drive the 2030 RoadmapHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsOnce-Highflying Allbirds Sells Itself for a Song
Free Data GraphicCoresight Bites: US Department Stores—Market Outlook Coresight Research February 9, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights from our Market Outlook on the US department store sector. Subscribers can access the full research here. To find out how to subscribe, click here. Coresight Research estimates that overall department store sector revenue in 2023 will decrease by 0%–1.0%, year over year, to around $85 billion. We anticipate that from 2022 to 2024, revenue growth will remain between 0% and (1.0)% and will begin to swing into positive territory in 2025; in 2027, we expect that revenues will be approximately 8% below pre-pandemic 2019 revenues. Click the image below to read the full Market Outlook report, which offers our analysts’ definitive view of the US department store sector, including key themes we are watching. This document was generated for Other research you may be interested in:US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadAmazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel Retail1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical
Deep DiveInclusivity in Retail: Trends from 2022, Opportunities for 2023 Erin Schmidt, Senior Analyst February 9, 2023 Reasons to ReadInclusivity—providing equal access for people who might otherwise be excluded or marginalized—is a key trend in retail. We explore progress in 2022 and present our expectations for the development of inclusivity in retail in 2023, across areas such as adaptive, gender-free and extended-size offerings. We discuss recent product launches in retail categories including apparel and footwear, beauty, jewelry, and luxury. Companies mentioned in this report include: Balmain, BloomChic, DeBeers, The Diigitals, L’Oréal, Mielle Organics, Microsoft, Thirteen Lune, Tiffany & Co. Other relevant research: Our Inclusive Beauty series, covering beauty for diverse ages, ethnicities and races, and gender (including male beauty) Think Tank: Adaptive Apparel in the US US Women’s Extended-Size Apparel Market The Evolving Gender-Free Category Inclusivity in Retail: Trends from 2021, Learnings for 2022 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:A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet Naik
Insight ReportData Dive: How US Consumers Spent in 2022—and Why Services Are Yet To Fully Bounce Back John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 9, 2023 Reasons to ReadEach report in our Data Dive series offers an essential briefing on topical, need-to-know data. In this report—the first in the new series—we analyze recent data on US consumer spending in 2022, with a focus on discretionary goods versus discretionary services. Data in this report are: Major discretionary categories’ spending split of retail goods versus services, 2000–2023E Selected categories recording 25+% real three-year growth in consumer spending, 2022 US consumer spending across selected major categories (YoY and Yo3Y change, and growth by quarter), 2022 Other relevant research: The Coresight Research weekly US Consumer Tracker takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. Look out for further reports in our new Data Dive 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 Other research you may be interested in:The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsAnalyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie PoonWeekly US Store Openings and Closures Tracker 2026, Week 26: WHSmith Closes 18 North America StoresUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Free Data GraphicCoresight Bites: Which US Consumers Are Most Sensitive to Inflation? Coresight Research February 8, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here. Consumer awareness of inflation is widespread, but more acute outside urban areas. Click the image to read more about the topic. This document was generated for Other research you may be interested in:US Department Stores Show Signs of Improvement: Is the Reset Working?Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency
Deep DiveChina Consumer Tracker: Avoidance Drops Ahead of Chinese New Year Echo Gong, Senior Analyst February 8, 2023 Reasons to ReadThe Coresight Research biweekly 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 January 20, 2023. Data in this report are: Avoidance of public places, by type of public place—latest data and two-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 China Consumer Tracker Preview: Early Data on Shopper Behavior and Sentiment 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:Innovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March
Insight ReportRetail Around the World: Coresight Research Observations, January 2023 Coresight Research February 8, 2023 Reasons to ReadCoresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. Companies mentioned in this report include: Adidas, LEGO, Nordstrom, Target and Uniqlo Other relevant research: Retail Around the World: Coresight Research Observations, December 2022 Our coverage of physical retail Our coverage of sustainability in retail Our coverage of retail technology 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 Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandOnce-Highflying Allbirds Sells Itself for a SongResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTCEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts
Deep DiveMarket Outlook: UK Department Stores—Slimmed Down and Shaping Up Erin Schmidt, Senior Analyst February 7, 2023 Reasons to ReadEach Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. In this Market Outlook, we analyze how UK department stores are adapting to reach modern consumers. We discuss the sector’s recent performance, competitive landscape and trends we are observing. Data in this report, for the UK department store sector, include: Total revenue and revenue growth, 2017–2026E E-commerce sales and year-over-year changes, 2016–2026E E-commerce penetration, 2016–2026E Major retailers’ sales, 2018–2022E Major retailers’ store portfolios, 2015, 2020, 2022 Companies mentioned in this report include: House of Fraser, Harrods, John Lewis, Marks and Spencer (M&S), Selfridges Other relevant research: Marks and Spencer Investor Day 2022: Company Expands Food Stores and Reduces Full-Line Stores Head-to-Head in UK Apparel Retailing: Marks and Spencer vs. Next Market Outlook: US Department Stores—Innovation Amid New Challenges 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 Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent
Deep DiveEarnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales Slow Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 7, 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 fourth-quarter 2022 earnings. This week, there are highlights from companies that reported in the week ended February 5, 2023, across multiple sectors: apparel and footwear, beauty, consumer packaged goods and e-commerce. 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, The Clorox Company, Columbia Sportswear Company and The Estée Lauder Companies Other relevant research: Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH 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 Other research you may be interested in:Analyst Corner: Understand Who Shops Where in US Retail, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsUS Store Tracker Extra, April 2026: 30+ Million Square Feet of Retail Space To Close This YearUS Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026
Deep DiveUS Consumer Tracker: Modest Valentine’s Day Spending Likely Owen Riley, Analyst February 7, 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 January 30, 2023. Data in this report are our latest proprietary survey findings and four-week changes for: Consumers’ plans for Valentine’s Day spending, including categories, channels and spending comparison to last year Which retailers consumers have bought food and nonfood products from in the last two weeks Avoidance of public places, by type of public place Activities that consumers have done in the past 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 Other relevant research: Read the full series of US Consumer Tracker 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:Weekly UK Store Openings and Closures Tracker 2026, Week 17: Claire’s Shutters All Stores2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro EnvironmentInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China
Insight ReportRoblox and Fortnite: Bridges to the Metaverse for Fashion Brands Tej Kamaraju, Analyst February 6, 2023 Reasons to ReadEstablished pre-Web 3.0 platforms Roblox and Fortnite have loyal and active user bases, and they are setting the stage and user trends for the developing metaverse. We present an overview of the two platforms and explore how they are helping fashion brands launch in the virtual world in two key areas: the creation of 3D assets and immersive environments; and hyper-realism. Data in this report include: Projected global revenues generated through virtual stores in video games Companies mentioned in this report include: Adidas, Alo Yoga, Beyond Creative, Forever 21, Fortnite, Givenchy, Ralph Lauren, Roblox, Timberland Other relevant research: Metaverse Pioneers: Learnings for Fashion Brands from the Web 3.0 Strategies of Adidas and NIKE Metaverse Fashion: Inclusivity and Realism in Avatar Wearables, plus Survey Findings from Roblox Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and Identities All Coresight Research coverage of the metaverse 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 Future of AI, Supply Chains and Sustainability: Insights from CES 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—Infographic
Market Navigators/Market OutlookMarket Outlook: US Department Stores—Innovation Amid New Challenges Erin Schmidt, Senior Analyst February 6, 2023 Reasons to ReadEach Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. In this Market Outlook, we explore how the US department store sector has recovered from the pandemic and fared amid new challenges in 2022 including inflation and changes in consumer preferences. We provide an outlook for the sector moving forward. We discuss trends in online sales, highlight major competitors in the market, provide an overview of where consumers are shopping and identify key themes that we are watching in the sector. Data in this report, for the US department store sector, include: Total revenue and revenue growth, 2017–2027E E-commerce sales and year-over-year changes, 2017–2027E E-commerce penetration, 2017–2027E Market share by company, 2017, 2021 and 2027E Kohl’s, Macy’s and Nordstrom annual revenues, 2017 –2023E Companies mentioned in this report include: JCPenney, Kohl’s, Macy’s, Nordstrom, Saks Fifth Avenue Other relevant research: E-Commerce Outlook: US Department Stores–Digital Slows as Consumers Shop in Stores Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores to Drive Growth Market Outlook: UK Department Stores—Slimmed Down and Shaping 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:Weekly UK Store Openings and Closures Tracker 2026, Week 18: Claire’s To Reopen StoresEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsRetail-Tech Landscape: MarTechAmazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel Retail
Databank ReportThree Things You Need To Know: China Consumer Tracker—Consumer Confidence Falls Coresight Research February 6, 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:Trends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025US Retail Sales Outlook: Robust Growth Amid an Outlook Score Signaling Elevated StressAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarChina Optimism Rises in May, but Floods, Energy, and Property Keep Spending Cautious and Value-Driven: China Consumer Survey Insights
