Market Navigators/Market OutlookMarket Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? Anand Kumar, Associate Director of ResearchSunny Zheng, Analyst March 15, 2023 Reasons to ReadEach Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries. We launch our Market Navigator series with this report on US apparel and footwear retailing, covering physical retail and e-commerce, with analysis of the menswear, womenswear and childrenswear segments. We explore market growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Key topics include inflation, sustainability, private label, M&A, the metaverse and retail media. Data in this report include: US apparel and footwear market size and year-over-year change, 2018–2027E—plus growth and penetration of specialty retailers’ sales and the online sector Breakdown of apparel and footwear sales by segment, 2018–2022 Estimated distribution of apparel and footwear sales by channel, 2018–2022 Market sizes and growth for the menswear, womenswear and childrenswear segments, 2018–2027E Store numbers and store traffic metrics for leading retailers in the market Proprietary US consumer survey analysis—retailers, brands and categories that apparel and footwear shoppers have shopped in the past three months Companies mentioned in this report include: Amazon, American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap Inc., Macy’s, NIKE, Nillio, Obsess, Poshmark, Ralph Lauren, Savitude, Shein, Target, T.J. Maxx, Victoria’s Secret, Walmart, Zegna Other relevant research: Weinswig’s Weekly: Announcing a New Research Product for Coresight Research Subscribers Market Navigator: US Apparel and Footwear Retailing—Executive Summary All our coverage of apparel and footwear retail The Coresight Research RESET framework Look out for future reports in our Market Navigator series, covering major US and international retail sectors—including retail in China, India and Europe. 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 Purchase this report. Buy Now This document was generated for
Innovator ProfileInnovator Profile: Frate Reduces the Impacts of Retail Returns on Profitability and the Environment Charlotte Rothschild, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 15, 2023 Reasons to ReadCoresight Research is a research partner of Shoptalk 2023. On March 26, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the “Shark Reef” startup pitch competition, which will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. In the lead-up to the event, we are profiling the participating innovators. In this report, we present Frate, a returns management software provider that aims to reduce the impacts of returns on profitability and the environment. This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain. Other relevant research: Playbook: Mastering Online Returns Logistics A Must-Read Guide to Shoptalk 2023: How To Maximize Your Time and Create Opportunities Across Five Retail Themes Look out for further Innovator Profile reports on each of the participating companies in the “Shark Reef” startup pitch competition. More Innovator Research (including Innovator Profile reports) from Coresight Research. All Coresight Research coverage of emerging 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
Free Data GraphicCoresight Bites: US Consumer Tracker—More Shoppers Cut Grocery Purchases Amid High Inflation Awareness Coresight Research March 15, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights from our March 6, 2023, survey of US consumers. Subscribers can access the full research here. To find out how to subscribe, click here. Every four weeks, we ask consumers if they had noticed price increases in retail recently. For a second consecutive month, consumers reported record-high inflation awareness. In grocery, all strategies to combat inflation that involve trading down saw increases in adoption, while the proportion of consumers buying fewer products in both food and nonfood bounced back after sliding last month. Click the image below to read the full US Consumer Tracker report, which provides further analysis of US consumers’ behaviors and sentiment. This document was generated for
Deep DiveFebruary 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year Ago Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 15, 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 the latest data available as of the end of February 2023. Data in this report include: US housing permits, starts and completions US existing home sales US Pending Home Sales Index, overall and by region US new home sales and year-over-year changes US Housing Affordability Index Other relevant research: The previous US Housing Market Indicatorsreport Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail Read our complete coverage of the home and home-improvement sector. View our full collection of monthly reports that 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
Innovator ProfileInnovator Profile: Wink Provides Seamless Payment Experiences Leveraging Biometrics Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 14, 2023 Reasons to ReadCoresight Research is a research partner of Shoptalk 2023. On March 26, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the “Shark Reef” startup pitch competition, which will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. In the lead-up to the event, we are profiling the participating innovators. In this report, we present Wink, a software-as-a-service (SaaS) biometric identity and payments platform. This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain. Other relevant research: A Must-Read Guide to Shoptalk 2023: How To Maximize Your Time and Create Opportunities Across Five Retail Themes Look out for further Innovator Profile reports on each of the participating companies in the “Shark Reef” startup pitch competition. More Innovator Research (including Innovator Profile reports) from Coresight Research. All Coresight Research coverage of emerging 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
Free Data GraphicThree Things You Need To Know: Temu—What Do Consumers Actually Think? Coresight Research March 14, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights on Temu, the new e-commerce marketplace taking the US by storm. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Temu is a new, cross-border marketplace that can be accessed by app and website. It was launched in September 2022 by multinational commerce group PDD Holdings and has quickly become popular in the US. Temu offers products at extremely low prices across 250 categories, including apparel, beauty, electronics and home and home-improvement. We examine recent proprietary consumer survey data to understand consumers’ usage and reception of Temu in the US e-commerce space. This document was generated for
Insight ReportEarnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 14, 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 March 12, 2023, across four sectors: beauty, e-commerce, specialty apparel and warehouse clubs. 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 are: BJ’s Wholesale, Dick’s Sporting Goods, Gap, JD.com and Ulta Beauty Other relevant research: Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures The Coresight 100 List Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveUS Consumer Tracker: More Shoppers Cut Grocery Purchases Amid High Inflation Awareness Owen Riley, Analyst March 14, 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 March 6, 2023. Data in this report are our latest proprietary survey findings and four-week changes for: Consumers’ perceptions of inflation, broken down by age and geography 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
Market Navigators/Market OutlookMarket Navigator: US Apparel and Footwear Retailing—Executive Summary Anand Kumar, Associate Director of Research Sector Lead: Swarooprani Muralidhar, Director of Research March 13, 2023 Reasons to ReadThis Executive Summary provides a preview of the first report in our Market Navigator series, which is a new research product for Coresight Research subscribers. Launching this week, each report in the series will offer an in-depth, data-rich view of a retail, consumer or technology sector. The Market Navigator series will launch with a 100-page report on US apparel and footwear retailing, which will publish on March 15, 2023. Subscribers can gain a sneak peek into our research in this report. Data in this report include: Coresight Research estimates on market scale and opportunity—including estimated overall sales growth for 2023, growth by segment and online sales growth Proprietary US consumer survey data on the leading brands and retailers in the market Companies mentioned in this report include: Adidas, Amazon, NIKE, Nillio, Obsess, Savitude, Target, Under Armour, Walmart Other relevant research: For more information on the Market Navigator series, read the Weinswig’s Weekly report in which we announced this new product. All our coverage of apparel and footwear retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveChina Consumer Tracker: Consumer Confidence Declines Echo Gong, Senior Analyst March 13, 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 February 27, 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
Innovator ProfileInnovator Profile: IN BOLD PRINT. Drives Sustainability in Retail Through Carbon Tracking Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 13, 2023 Reasons to ReadCoresight Research is a research partner of Shoptalk 2023. On March 26, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the “Shark Reef” startup pitch competition, which will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. In the lead-up to the event, we are profiling the participating innovators. In this report, we present IN BOLD PRINT., whose cloud-based platform helps brands measure their carbon emissions and share their journey toward achieving sustainability goals. This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain. Other relevant research: All Coresight Research coverage of sustainability A Must-Read Guide to Shoptalk 2023: How To Maximize Your Time and Create Opportunities Across Five Retail Themes Look out for further Innovator Profile reports on each of the participating companies in the “Shark Reef” startup pitch competition. More Innovator Research (including Innovator Profile reports) from Coresight Research. All Coresight Research coverage of emerging 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
Insight ReportIndia Retail Insights: Key Takeaways for Retail from Union Budget 2023 Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 13, 2023 Reasons to ReadIndia’s finance minister, Nirmala Sitharaman, presented the Union Budget—an annual financial statement about the estimated revenue and expenditure of the government for the upcoming fiscal year—in Parliament in February 2023. As part of our India Retail Insights series, we present highlights from the Union Budget for fiscal 2024, ending March 2024, and the implications for the country’s retail industry and associated sectors. Data in this report include: India’s GDP growth rate for fiscal 2015 through fiscal 2024 (estimated) Capital expenditure in India’s Union Budget for fiscal 2021 through fiscal 2024 (estimated) Estimated miles in India’s National Highway network for fiscal 2015 through fiscal 2025 (estimated) Other relevant research: India Retail Insights: The Open Network for Digital Commerce—Supporting Small Sellers and Curbing Digital Monopolies Retail 2023: 10 Trends in India Retail Market Outlook: India E-Commerce—Online Adoption Expands to the Hinterlands Key Festivals and Holidays for Promotional Campaigns in India in 2023: Calendar Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS CPG Sales Tracker: Food and Beverages Category Drives Online Growth Slowdown Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 13, 2023 Reasons to ReadThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. This edition of the report presents five key insights from the four weeks ended January 22, 2023. Data in this report include: CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth CPG e-commerce sales E-commerce CPG sales growth by category type Food & beverage departments: e-commerce and total sales growth Nonfood departments: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series All Coresight Research coverage of the CPG sector Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: Announcing a New Research Product for Coresight Research Subscribers John Mercer, Head of Global Research and Managing Director of Retail Research March 12, 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 the new Coresight Research Market Navigator report series, which will launch soon. Other relevant research: Read last week’s Weinswig’s Weekly, which presents a head-to-head comparison of e-commerce marketplace Temu with fast-fashion player Shein, covering sustainability, supply chain and more. This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 10: US Openings Cross 3,500 Aaron Mark Dsouza, Data Analyst March 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: Amazon, Abercrombie & Fitch, Big Lots, Burlington Stores, Dollar Tree, Macy’s, Nordstrom and Sprouts Farmers Market. Other relevant research: Weekly US and UK Store Openings and Closure Tracker 2023, Week 9: US Openings Up 21% 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
