Analyst CornerWeinswig’s Weekly: Introducing Temu, the New Entrant in US E-Commerce John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 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 Temu, the cross-border e-commerce marketplace that is gaining popularity among US consumers for its low prices and free shipping. Companies mentioned in this report include: AliExpress, Amazon, PDD Holdings, Pinduoduo, Shein, Temu, Wish Other relevant research: 10 Things To Know About Temu, the Cross-Border E-Commerce Marketplace Sweeping the US Market Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young Shoppers Market Outlook: US and China E-Commerce—Growth To Slow Post Pandemic Read last week’s Weinswig’s Weekly, which reflects on the power and potential of artificial intelligence (AI) technologies in retail. 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:Black Friday 2025 Around the World: Global Retail ObservationsAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutAI Insights: How World Models, VLA and Physical AI Advance Retail AutomationFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights
Deep DiveUS Consumer Tracker Extra: Which Consumers Are Trading Down To Combat Inflation? Owen Riley, Analyst February 3, 2023 Reasons to ReadThe Coresight Research monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we assess how different US consumer demographics are responding to inflation, based on proprietary survey data from the period October 2022–January 2023. Data in this report are: Consumers’ awareness of price rises, by geography Consumers’ responses to inflation in grocery and nongrocery, by income Prevalence of trading down behaviors in grocery and nongrocery by income, age, gender and retailer shopped at Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree/Family Dollar 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 US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresUS Store Tracker Extra, May 2026: Boot Barn Takes Total Open Retail Space to 59 Million Square FeetConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 5: US Openings Up 11% Aaron Mark Dsouza, Data Analyst February 3, 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, H&M, The TJX Companies, Tractor Supply Co. and Walmart 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:Onebeat NYC Roadshow: Breaking the Retail Margin Spiral with Real-Time AI2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough EnvironmentRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKAnalyst Corner: The State of In-Store Retailing—The Increasingly Important Role of Technology Sequencing, with Manik Bhatia
Event PresentationThinking Differently About Tech and Data To Drive Profit: The 3x3x3 Framework John Harmon, CFA, Managing Director of Technology Research Sector Lead: Philip Moore, Head of Custom Research February 2, 2023 Executive SummaryHow can retailers gain an edge in next-generation retail in the volatile economic environment? At the YPO Retail Summit on February 2, 2023, Coresight Research presented our insights on the differences in the current environment to past recessions and explored how retailers can leverage our 3x3x3 framework to generate new revenue streams. In this presentation, we discuss three things for retailers to sell, three ways for retailers to sell them and three ways for retailers to deliver them—with key topics including retail media, quick commerce, livestreaming, the metaverse, personalization and sustainability. Data in this report include: Year-over-year changes in US retail sales—comparing the dotcom recession with the Great Recession and the Covid-19 recession Selected proprietary survey findings on retail media, personalization, sustainability and more Companies mentioned in this presentation include: Gopuff, Instacart, Longaberger, NIKE, Ralph Lauren, Temu, Woolworths Group Other relevant research: Sustainability research and our proprietary EnCORE framework More reports on retail media Coresight Research insights into the metaversein retail All our coverage of livestreaming 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:US Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTokShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025Analyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day
Insight Report10 Things To Know About Temu, the E-Commerce Marketplace Sweeping the US Market Charlotte Rothschild, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 2, 2023 Reasons to ReadThis research report presents 10 things you need to know about Temu, the e-commerce marketplace that is gaining popularity among US consumers for its low prices and free shipping. Data in this research report include: Global cross-border market size and projected growth Companies mentioned in this research report include: AliExpress, Amazon, PDD Holdings, Pinduoduo, Shein, Temu Other relevant research: Temu, the New E-Commerce Marketplace Taking the US by Storm—What Do Consumers Actually Think? Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young Shoppers Market Outlook: US and China E-Commerce—Growth To Slow Post Pandemic 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:Target’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights
Insight ReportPet Apparel and Accessories: A Niche Market with Strong Growth Potential Anand Kumar, Associate Director of Research February 1, 2023 Reasons to ReadThe global pet apparel and accessories is a thriving market. We discuss its growth potential—including headwinds and tailwinds—as well as the competitive landscape and themes to watch. Data in this report are: Estimated global sales of pet apparel and accessories, 2022–2027 Selected key brands and retailers in the global pet apparel market Key recent collaborations in the global pet apparel and accessories market Companies mentioned in this report include: H&M, Inditex, L.L.Bean, Ralph Lauren, REI Other relevant research: US Pet Products: Technology and Indulgence To Drive Growth in the $100+ Billion Market US Apparel Accessories Retailing: New Opportunities Support Recovery 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 CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationAnalyst Corner: Why Growth in US CPG Unit Sales Has Stalled, with Sujeet NaikThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer Latest
Insight ReportUS CPG Sales Tracker: Online Food and Beauty Growth Taper Off Further Arun Sriram, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research February 1, 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. In this report, we present five key insights from the four weeks ended December 25, 2022. 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 Other research you may be interested in:Retail-Tech Landscape: Supply Chain TechnologyKeeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025Agentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode”Weekly US Store Openings and Closures Tracker 2026, Week 11: Dollar Tree and Ollie’s Bargain Outlet Take Total Store Openings Ahead of Closures
Store TrackerUS Store Tracker Extra, January 2023: US Retailers To Open 27 Million Square Feet of New Retail Space Aaron Mark Dsouza, Data Analyst February 1, 2023 Reasons to ReadThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of January 27, 2023, versus the comparable period in 2022. Data in this report are: Year-to-date announced US store closures and openings estimates for 2023, by retailer Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer US announced store closures and openings: week-by-week comparison of 2023 versus 2022 Companies mentioned in this report include: Amazon, Bed Bath & Beyond, Hobby Lobby, Macy’s and Whole Foods Market Other relevant research: US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra 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—click here to view. 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:Holiday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown ImpactsConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicReturn to Uncertainty for Retail: Supreme Court Strikes Down US Tariffs
Free Data GraphicCoresight Bites: America’s Biggest Furniture and Home-Furnishings Retailers Coresight Research February 1, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights on America’s biggest furniture and home-furnishings retailers, by revenue. Subscribers can access the full research here. To find out how to subscribe, click here. Wayfair is the leading specialized furniture and home-furnishings retailer in the US by revenue, followed by TJX HomeGoods and Bed Bath & Beyond. Despite the sector being store-dominant, Wayfair, an online-only retailer until 2022, has managed to outcompete all its rivals based on topline revenue. TJX HomeGoods is experiencing strong revenue growth. Bed Bath & Beyond has expressed doubts on its continued existence in the market due to operational volatility. Click the image below to read our full report on the top 10 US specialized furniture and home-furnishings retailers. We cover sales growth, store numbers and more, and provide analyst commentary on the retailers’ strategies. This document was generated for Other research you may be interested in:Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John HarmonRetail-Tech Landscape: Retail MediaKeeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025
Deep DiveChina Consumer Tracker: Consumer Confidence Falls Echo Gong, Senior Analyst February 1, 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 9, 2023. Data in this report are our latest proprietary survey findings for: 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:Key Festivals and Holidays for Promotional Campaigns in India in 2026: Calendar1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More CriticalPlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and InfrastructureAI Insights: How World Models, VLA and Physical AI Advance Retail Automation
Deep Dive10 Key Trends Shaping Livestreaming E-Commerce in 2023 Bao Arakov, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services February 1, 2023 Reasons to ReadIn Western markets, livestream shopping adoption has accelerated over the past two years, indicating a shift in the way consumers engage with brands and retailers. Shoppable livestreams will continue connecting retailers and shoppers through 2023, creating opportunities for companies across the retail space. We analyze retail companies’ investments and consumers’ expectations in the livestreaming space, leveraging findings from three Coresight Research surveys conducted within the last seven months. This Custom Report is sponsored by Bambuser, a software-as-a-service company that provides live-video shopping solutions. Data in this report, based on proprietary survey findings, include: US livestream viewing habits, including platforms used, preferred viewing hours, frequency of watching, reasons for watching, expected content and more US retail companies’ livestream policies, including preferred platforms and formats, most influential livestream factors, frequency of streams and more Companies mentioned in this report are: Bambuser and Beekman 1802 Other relevant research: Capitalizing on Livestream Shopping Opportunities: North America and Europe Retail Executive Survey Findings All Coresight Research coverage of livestreaming e-commerce Click here to read more Innovator Research from Coresight Research. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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:Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsWhy Is Shein Acquiring Everlane?
Insight ReportEarnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 31, 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 January 29, 2023, across multiple sectors: apparel and footwear, consumer packaged goods, department stores, drugstores, food and grocery and home and home-improvement. 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: Albertsons Companies, Kimberly-Clark Corporation, Levi Strauss & Co and Procter & Gamble Other relevant research: 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 Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom 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:Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanSector Focus: Home and Home-Improvement Shopping—Data GraphicPlaybook: GenAI to Agentic AI—From Pilot to PowerhouseThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences
Free Data GraphicThree Things You Need To Know: Metaverse Pioneers—Fashion—The Web 3.0 Strategies of Adidas and NIKE Coresight Research January 31, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights on the Web 3.0 strategies of Adidas and NIKE. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. The Coresight Research Metaverse Pioneers series profiles innovative brands, retailers and Web 3.0 projects that are seizing opportunities in the virtual world. Our full report on Adidas and NIKE discusses the companies’ initiatives across gamification, community and creativity, and highlights learnings for other fashion brands looking to enter the virtual world. This document was generated for Other research you may be interested in:Consumer Sentiment Improves Entering the New Year: US Consumer Survey Insights2026 Retail Predictions: US—Five Forces Powering the Next Retail TransformationResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores
Deep DiveUS Consumer Tracker: Amazon Records January Slowdown Owen Riley, Analyst January 31, 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 23, 2023. Data in this report are our latest proprietary survey findings and four-week changes for: 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:Reinventing Store Checkout: Minimizing Friction to Drive Business GrowthWeekly US Store Openings and Closures Tracker 2026, Week 8: Floor & Decor, Sprouts Farmers Market and The Home Depot Announce Store ExpansionUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPCUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to Lead
Insight ReportMetaverse Pioneers: Learnings for Fashion Brands from the Web 3.0 Strategies of Adidas and NIKE Tej Kamaraju, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 30, 2023 Reasons to ReadThe metaverse is a tricky field to navigate, but many brands are leading by example, establishing strategies with exciting results. The Coresight Research Metaverse Pioneers series profiles innovative brands, retailers and Web 3.0 projects that are seizing opportunities in the virtual world. In this report, we focus on fashion, discussing initiatives by Adidas and NIKE across gamification, community and creativity, and highlighting learnings for other fashion brands looking to enter the virtual world. Data in this report are: Projected global NFT (non-fungible token) market size, 2022–2028 Daily Adidas Originals NFT sales, May–December 2022 Daily RTFKT CloneX NFT sales, May–December 2022 Companies mentioned in this report are: Adidas, Bored Ape Yacht Club (Yuga Labs), EA Sports, Fortnite, NIKE (and RTFKT), Punks Comic, Ready Player Me, Roblox, The Sandbox, Zepeto Other relevant research: Metaverse Fashion: Inclusivity and Realism in Avatar Wearables, plus Survey Findings from Roblox More Coresight Research coverage of the metaverse in 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 Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025Analyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer
