Insight Report3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow Coresight Research January 4, 2023 Reasons to ReadIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess why levels may have changed from the year-ago period, across the following sectors: Apparel specialty retail—Academy Sports & Outdoors, American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters Beauty retail—Bath & Body Works and Ulta Beauty Department stores—Kohl’s, Macy’s and Nordstrom Discount stores—Big Lots, Dollar General, Dollar Tree and Five Below Drugstores—CVS Health and Walgreen Boots Alliance Electronics retail—Best Buy Food and grocery retail—Albertsons Companies, Kroger, Sprouts Farmers Market, Weis Markets Home and home-improvement retail—Floor & Decor Holdings, Home Depot, Lowe’s Companies, RH, Tractor Supply Company, Wayfair and Williams-Sonoma Jewelry retail—Signet Jewelers Luxury retail—Capri Holdings and Tapestry Mass merchandisers—Target and Walmart Off-price retail—Burlington Stores, Ross Stores and The TJX Companies Warehouse clubs—BJ’s Wholesale Club and Costco Click here to read the previous report in the series, which looks at 2Q22. 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:Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandCES 2026: The Keynotes—AI Everywhere: In Factories, Wearables, and Industrial and Consumer ProductsAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsRetail 2025: 10 Trends in Retail Technology
Free Data GraphicCoresight Bites: US Furniture and Home Furnishings—E-Commerce Penetration Deepens Coresight Research January 4, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights into e-commerce in the US furniture and home furnishings specialty sector. Subscribers can access the full research here. To find out how to subscribe, click here. We estimate that the US furniture and home-furnishings retail sector will continue to see deepening online penetration between 2021 and 2026, with the proportion of e-commerce sales in 2024 overtaking the pandemic-led spike of 2020 and then growing further. In value terms, we estimate that the e-commerce market will grow 8% year over year to nearly $22 billion in 2023. Click the image below to read our full E-Commerce Outlook on US furniture and home furnishings, covering market factors, the competitive landscape and more. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains Strong
Company ProfileBath & Body Works, Inc. (NYSE: BBWI) Company Profile Coresight Research January 3, 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:The Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyWeekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 FilingThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailAssessing Amazon’s Grocery Strategy: How Amazon Is Positioning Itself to Dominate the Future of US Food Retail
Deep DiveUS Consumer Tracker: Shoppers Weigh Holiday Needs Against Health and Weather Concerns Coresight Research January 3, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. This week, we assess shopper behavior ahead of and over the holiday season. Data in this report include: Which retailers consumers have bought food and nonfood products from in the last two weeks Activities consumers have done in the last two weeks Public places consumers are currently avoiding What products consumers have bought in the last two weeks Companies mentioned in this report include: Amazon, Dollar General, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: Read our full series of US Consumer Tracker and US Consumer Tracker Extra 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 Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsKroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery EfficiencyRetail 2025: China Retail Predictions—Midyear Trends Update
Free Data GraphicThree Things You Need To Know: Leading Indicators of US Retail Sales—December 2022 Coresight Research January 3, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. The 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 December 20, 2022. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Groceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsSentiment Holds Steady; Consumers Cutting Back on Dining and Travel: US Consumer Survey InsightsLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey Insights
Analyst CornerWeinswig’s Weekly: New-Year Thoughts Coresight Research January 1, 2023 Reasons to ReadIn each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week’s note “From the Desk of Deborah Weinswig” reflects on new-year challenges, changes and opportunities in global retailing. This report is available for free and can be accessed by registering for a free account. 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 13: Superdry To ExpandStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookRetail 2025: 10 Trends Shaping the Retail Media MarketShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 52: UK Closures Down 58% Coresight Research December 30, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, we include tracked opening and closure plans for 2023, as well as our regular weekly data on 2022 store count changes. Data in this report include: 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2021 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 and 2023 major US store closures and openings 2022 and 2023 major UK store closures and openings Companies mentioned in this report include: Aldi, Lidl and Whole Foods Market Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 50: UK Openings Up by One-Quarter US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space 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 2022 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:Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last Year4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic
Insight ReportDecember 2022 Monthly Consumer Update: US, UK and China Coresight Research December 29, 2022 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: The previous report in this series, November 2022 Monthly Consumer Update: US, UK and China The Coresight Research US Retail Sales Databank 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:NextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Consumer Sentiment Shows Positive Trend in February: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Insight ReportDecember 2022 Leading Indicators of US Retail Sales: Mid-Single-Digit Sales Growth Expected Despite Economic Uncertainty Coresight Research December 29, 2022 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 December 20, 2022. 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: November 2022 Leading Indicators of US Retail Sales: Emerging Signs of a Slowing Economy The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports. Click here to read more of Coresight Research’s key retail insights on the holiday season 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 EnglandWeekly UK Store Openings and Closures Tracker 2026, Week 19: Home Bargains To Open StoresConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsUS Generational Wealth Transfer: $105 Trillion To Flow Down the Generations Across the Next 25 Years
Insight ReportNovember 2022 China Retail Sales: Sales Slump as Most Sectors Decline Coresight Research December 29, 2022 Reasons to ReadWe analyze China’s retail sales for November in total and by sector, as well as online penetration and online retail sales. Data in this report are: Total China retail sales year-over-year growth from October 2021 to November 2022 China retail sales year-over-year growth by sector for September 2022, October 2022 and November 2022 China online retail sales as a proportion of total retail sales from October 2021 to November 2022 Other relevant research: 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:Amazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile Times
Deep DiveE-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in Demand Coresight Research December 28, 2022 Reasons to ReadThis research report on e-commerce in the US furniture and home furnishings market includes proprietary forecasts, exclusive consumer survey data, and our analysts’ consideration of factors and themes in the market. E-commerce decelerated in 2022 after a boom during the peak of the pandemic. Data in this report include: US furniture and home-furnishings specialty retailers e-commerce sales and year-over-year growth, 2018–2026 US furniture and home-furnishings online sector sales as a percentage of total sales, 2018–2026 US major furniture and home-furnishings retailers’ year-over-year online sales growth, 2017–2021 US major furniture and home-furnishings sector retailers’ online sales penetration, 2017–2021 Where online shoppers for home furnishings and décor shopped in the past three months, as of October 2022 Companies mentioned in this report include: Amazon, Lowe’s, Sleep Number, Target, Walmart, Williams-Sonoma Other relevant research: US Subscription E-Commerce —Unboxing the $15 Billion Market E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in Growth Read all of our coverage of the home and home-improvement 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:US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel Stores
Insight ReportUS Apparel and Beauty Spending Tracker: November 2022 Clothing Spending Growth Slows Further, Beauty Spending Growth Remains Strong Coresight Research December 28, 2022 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 November 2022, showing that clothing and footwear spending increased by 1.6% year over year. Data in this report include: US consumer spending on clothing and footwear year-over-year percentage change, November 2021–November 2022 US consumer spending on clothing by category year-over-year percentage change, November 2021–November 2022 US consumer spending on footwear year-over-year percentage change, November 2021–November 2022 US consumer spending on selected beauty categories year-over-year percentage change, November 2021–November 2022 Other relevant research: The previous US Apparel and Beauty Spending Tracker, with October 2022 data The Coresight Research monthly reports collection Coresight Research coverage of the apparel and footwear market 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:Seasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraHoliday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the HolidaysAnalyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik BhatiaNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025
Analyst CornerWeinswig’s Weekly: A Look Back at Coresight Research’s Achievements and Activities in 2022… Coresight Research December 25, 2022 Reasons to ReadIn each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week, Deborah Weinswig takes a look back at Coresight Research’s achievements and activities in 2022. This report is available for free and can be accessed by registering for a free account. 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 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsUS Store Tracker Extra, June 2026: June Announcements Take Total Open Retail Space to 64.5 Million Square FeetRetail 2026: 10 Trends in Retail TechnologyInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce Waste
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 51: US Closures Down by Half Coresight Research December 23, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, we include tracked opening and closure plans for 2023, as well as our regular weekly data on 2022 store count changes. Data in this report include: 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2021 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 and 2023 major US store closures and openings 2022 and 2023 major UK store closures and openings Companies mentioned in this report include: Barnes & Noble, Cotton On, Dollar General, Five Below and Victoria’s Secret Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 50: UK Openings Up by One-Quarter US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space 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 2022 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:Personal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicUS CPG Sales Tracker: Food and Beverages Drive Growth Amid Persistent Market ImbalanceUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies
Company ProfileSkechers USA (NYSE: SKX) Company Profile Coresight Research December 22, 2022 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:CES 2026 Preview: A Guide to What Retailers Should See and DoSentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey InsightsAgentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling2026 Retail Predictions: India—Five Pillars Shaping the Next Phase of Retail Growth
