Deep DiveAmerica’s Biggest Furniture and Home-Furnishings Retailers: Assessing Performance and Strategy Royce Baretto, Analyst January 30, 2023 Reasons to ReadWe analyze America’s biggest furniture and home-furnishings retailers, with analyst commentary on company strategies. Data in this report, on the 10 leading retailers, include: Revenues Comparable sales growth Operating margins Earnings per share Store numbers Companies mentioned in this report are: Ashley HomeStore, Bed Bath & Beyond, IKEA, La-Z-Boy, RH, Rooms to Go, Sleep Number, The TJX Companies, Wayfair, Williams-Sonoma Other relevant research: E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in Demand Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform 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:AI Insights: How World Models, VLA and Physical AI Advance Retail AutomationAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutWeekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To ExpandWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes Stores
Insight ReportUS Apparel and Beauty Spending Tracker: December 2022 Clothing and Footwear Spending Jumps 6% Year over Year Sunny Zheng, Analyst January 30, 2023 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from December 2022. Data in this report include: US consumer spending on clothing and footwear, and breakdowns by category—year-over-year changes, December 2021–December 2022 US consumer spending on selected beauty categories—year-over-year changes, December 2021–December 2022 Other relevant research: The previous US Apparel and Beauty Spending Tracker, with November 2022 data Coresight Research coverage of the apparel and footwear market Our monthly reports 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:Weekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsRetail-Tech Landscape: Supply Chain TechnologyEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending
Insight ReportDecember 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Turns Positive Aden Dillon D'Souza, Analyst January 30, 2023 Reasons to ReadIn our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. December 2022’s data show traffic ticked up year over year. Data in this report are: Year-over-year change to US store-based traffic and sales US store-based nonfood metrics, including shopper yield, unit per transaction and average unit retail Weekly shopper traffic trends Traffic by retailer vertical Regional traffic trends Traffic by retailer location type Other relevant research: Coresight Research US Retail Sales Databank Coresight Research’s monthly reports 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:Weekly UK Store Openings and Closures Tracker 2026, Week 17: Claire’s Shutters All StoresAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights2026 Sector Outlooks: Ebook
Analyst CornerWeinswig’s Weekly: The Bounty of AI Is Just Around the Corner John Harmon, CFA, Managing Director of Technology Research January 29, 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 power and potential of artificial intelligence (AI) technologies in retail, covering computer vision, machine learning, robotics and more. Other relevant research: The Future of AI in Retail: What Technology Could Make Possible by 2030 More Coresight Research reports on emerging technology, including AI Robotics in Retail—Part 1 and Part 2 Building Blocks of the Metaverse: Artificial Intelligence (AI) Read last week’s Weinswig’s Weekly, which reflects on Chinese New Year celebrations as we enter the Year of the Rabbit. 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:Weekly UK Store Openings and Closures Tracker 2026, Week 22: Leading Labels and Radley London To Close All UK StoresWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresAnalyst Corner: Adapting to Structural Disruption in Beauty and CPG Supply Chains, with Abhinav TagoreRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement
Insight ReportNRF 2023 Insights Sharing Webinar Sunny Zheng, Analyst Sector Lead: Marie Driscoll, CFA, Managing Director of Beauty and Luxury January 27, 2023 Reasons to ReadThe Coresight Research team attended NRF 2023: Retail’s Big Show in New York City. In this webinar, we present our insights from the event, including ideas about business agility, purpose, technology and personalization 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:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingCanada Store Openings and Closures Tracker 2026: Dollarama and Pet Valu To Open Stores
Company ProfileKroger (NYSE: KR) Company Profile Coresight Research January 27, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Consumer Sentiment Improves Entering the New Year: US Consumer Survey InsightsReinventing Store Checkout: Minimizing Friction to Drive Business GrowthUS Retail Sales May 2026: E-Commerce and Sporting Goods Lead Growth amid Lower Personal SavingUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet
Company ProfileKoninklijke Ahold Delhaize N.V. (ENXTAM: AD) Company Profile Coresight Research January 27, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?UK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 OutlookShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile Times
Insight ReportJanuary 2023 Leading Indicators of US Retail Sales: Retail Set for Stable Growth as Consumer Sentiment Improves Shivani Mehrotra, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 27, 2023 Reasons to ReadThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of January 20, 2023. Data in this report include: US actual retail sales versus model predicted sales Proprietary Coresight Research projections for retail sales growth in November and December 2022 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: December 2022 Leading Indicators of US Retail Sales: Mid-Single-Digit Sales Growth Expected Despite Economic Uncertainty The Coresight Research US Retail SalesDatabank 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:Keeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 4: UK Closures Down 29% Aaron Mark Dsouza, Data Analyst January 27, 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, Amazon, Next, Trader Joe’s and Whole Foods Market 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:Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights
Deep DiveRobotics in Retail—Part 2: Service Bots Automate and Upgrade the In-Store Experience Tej Kamaraju, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 26, 2023 Reasons to ReadAutomation and robotics are emerging trends for retailers in the brick-and-mortar channel. As technologies such as the Internet of Things (IoT), artificial intelligence (AI) and sensors improve, the role of service robots in the store will likely expand. This is the second report of our two-part Robotics in Retail series. Data in this report are: Estimated global revenues generated by service robots, 2022–2030 Companies mentioned in this report include: Ahold Delhaize, Avidbots, Badger Technologies, Brain Corp, Busy Beaver, Engineered Arts, FamilyMart Japan, Hanson Robotics, Hy-Vee, SoftBank Robotics Other relevant research: Robotics in Retail—Part 1: Autonomous Vehicles and Cobots Optimize the Supply Chain More Coresight Research reports on 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 Other research you may be interested in:Flipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases
Insight ReportJanuary 2023 Monthly Consumer Update: US, UK and China Shivani Mehrotra, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 26, 2023 Reasons to ReadWe examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators: earnings versus inflation, retail sales and food and fuel prices. Data in this report are: Average weekly earnings versus consumer prices in the US and the UK—year-over-year change Per capita disposable income versus consumer prices in China—year-over-year change Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China—year-over-year change Total retail sales (excluding automobiles and automotive fuel) in US, the UK and China—year-over-year change Other relevant research: December 2022 Monthly Consumer Update: US, UK and China The Coresight Research US Retail Sales Databank 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:Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonCEO Brief: A Turning Point for US Consumers and the Economy?Sentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey InsightsInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AI
Deep DiveThe Future of AI in Retail: What Technology Could Make Possible by 2030 Tej Kamaraju, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 25, 2023 Reasons to ReadThe Coresight Research “Future of…” series analyzes trends and technology that could transform retail by 2030. In this report, we explore the adoption and application of AI (artificial intelligence) in retail, including our estimates for market growth and the implications for store operations, warehouse activity and the customer experience through 2030. Our analysis includes discussion of related technologies, including computer vision (CV), machine learning (ML) and augmented/virtual reality (AR/VR). Data in this report include: Projected global revenues generated by AI for retailers, 2022–2030 Projected global industrial robotics installations, 2022–2030 Estimated global NFT (non-fungible token) market size, 2022–2030 Other relevant research: More Coresight Research reports on emerging technology, including AI Robotics in Retail—Part 1 and Part 2 Building Blocks of the Metaverse: Artificial Intelligence (AI) All 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:Holiday Bites: Resale Shopping and Secondhand Selling—Data GraphicHershey 2026 Investor Day: The “One Hershey” Plan to Win Across SnacksNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFReinventing Store Checkout: Minimizing Friction to Drive Business Growth
Company ProfileWoolworths (ASX: WOW) Company Profile Coresight Research January 25, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X
Free Data GraphicThree Things You Need To Know: Influencer Marketing in the Global Beauty Market Coresight Research January 25, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights on influencer marketing, with a focus on beauty retail. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Influencers, celebrities and other key opinion leaders (KOLs) have become instrumental to the global beauty industry. Read our full report, in partnership with CEW, for details on the evolving role of these personalities in the industry and how companies can use them to support brand growth. This document was generated for Other research you may be interested in:Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Lumi AI—Uncovering Hidden Value with Automated Data IntelligenceAnalyst Corner: The US Mall Sector Sees Stronger Fundamentals, More Concentrated Winners, with Sujeet NaikWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore
Event PresentationFMI Midwinter Executive Conference: Driving Grocery Resilience in a Challenging Economy Coresight Research January 25, 2023 Reasons to ReadOn January 21, 2023, Coresight Research presented at the FMI Midwinter Executive Conference on grocery resilience in a challenging economy. In this presentation, we explore the current grocery retail environment compared to past recessions, covering sales, consumer behavior and sentiment, GDP growth and inflation. We present six actions for grocery retailers to take now, with recommendations across retail media, food-away-from-home alternatives, social responsibility, private label and more. Data in this report include: Annual year-over-year changes in grocery retailers’ sales since 2000 Recent data on US GDP growth, inflation (CPI), unemployment rates and consumer sentiment Grocery sales at major dollar stores Food spend shifts in challenging economic environments Year-over-year US food and beverage sales value growth since 2017: private label versus name brand Other relevant research: For more on this topic, look out for our upcoming report in partnership with FMI: Grocery Retail and Recessions: Learnings from the Past and Recommendations for the Future. 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:Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One Store
