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
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
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
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
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
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
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
Analyst CornerWeinswig’s Weekly: Introducing Temu, the New Entrant in US E-Commerce John Mercer, Head of Global Research and Managing Director of Retail 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. This document was generated for
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
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
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, Global Head of Data and Managing Director of Market 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
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
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
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
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
