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
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
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
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
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
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
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
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
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
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
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. This document was generated for
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
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
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
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
