Insight ReportTravel Retail and Beauty: Conversion Rates of Dreams Coresight Research December 20, 2022 Reasons to ReadAfter being derailed by the Covid-19 pandemic, travel retail is starting to once again approach 2019 productivity levels. We examine current trends in the travel retail market, including future opportunities for beauty brands and retailers. Data in this report include: Global duty-free and travel retail sales Duty-free and travel retail sales by category and region Market shares of duty-free and travel retail sales by region Top 10 global duty-free retailers and their 2020 and 2021 revenues and market shares Product categories travel retail shoppers most want to buy from Companies mentioned in this report include: Coty, Dufry, Estée Lauder, L’Oréal, LVMH Other relevant research: Market Outlook: US Beauty Retailing—Clean Beauty and Premiumization Drive Growth Market Outlook: Asia Luxury Market To Drive Global Luxury Growth China National Day Golden Week 2022 Wrap-Up: Zero Covid Depresses Tourism Revenue and Trips During Week-Long Holiday 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:Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsAnalyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikEarnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—Infographic
Insight ReportNovember 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic Declines Coresight Research December 20, 2022 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. November 2022’s data shows traffic declined by 0.9% 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:Shoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025Rolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicKohl’s CEO Removal—Why It Happened and What It Means for US Department Stores
Company ProfileUrban Outfitters, Inc. (NasdaqGS: URBN) Company Profile Coresight Research December 20, 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:Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026Financial Sentiment Improves Amid Middle East News Flow: US Consumer Survey Insights
Insight ReportLeveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform Coresight Research December 20, 2022 Reasons to ReadCollecting and deploying customer data is a challenge for all retailers. We analyze how a customer data platform (CDP) can make these processes more effective, especially in the home and home-improvement sector. Data in this report include: US home and home-improvement specialist retailers’ sector size and year-over-year change, 2017–2026 Proportion of respondents willing to share information with other home-furnishings and home improvement retailers, as of September 2022 Companies mentioned in this report include: Adobe, Amazon, Apple, Google, Home Depot, Lowe’s Other relevant research: Salesforce’s Dreamforce 2022: Data Unification, Collaboration, Digitalization and Web 3.0 Amazon AWS re:Invent 2023: Keynote Address–AWS Enters the Enterprise Software Category with Two New Products Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive Retailing Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Person Retailing 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:Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open Stores
Deep Dive3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures Coresight Research December 20, 2022 Reasons to ReadThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Academy Sports and Outdoors, Amazon, the Clorox Company, Foot Locker and Signet Jewelers Other relevant research: 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes 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 Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth 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 GraphicWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion DriveConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicConsumer Confidence Rebounds in October: China Consumer Survey Insights
Insight ReportNovember 2022 UK Retail Sales: Volumes Remain Deeply Negative but Some Sectors See Value Growth Strengthen Coresight Research December 20, 2022 Reasons to ReadWe analyze UK retail sales, by sector and total, for October 2022. We also cover online retail sales and penetration. Data in this report are: Total UK retail sales, excluding automotive fuel and unadjusted, year-over-year change, November 2021–November 2022 UK retail sales by sector, year-over-year change, September 2022–November 2022 Online retail sales as a percent of total retail sales, November 2021–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. 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:The New Coresight 100: Leading the Retail Charge in 2025—InfographicTarget’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsSupply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger Margins
Deep DiveUS Grocery Discounters: Price Competition Intensifies Coresight Research December 20, 2022 Reasons to ReadWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Data in this report include: Grocery discount channel vs. total US grocery market YoY % growth Selected discounters’ estimated annual sales Selected discounters’ and total US grocery store visits YoY growth Selected discounters’ store visit duration breakdown Aldi US, Save A Lot, Grocery Outlet and Lidl US: total store count and maps Companies mentioned in this report include: Albertsons, Aldi, Grocery Outlet, Lidl US, Kroger, Save A Lot Other relevant research: E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in Growth The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030 Seizing the Grocery Livestreaming Opportunity: Insights Presented at Groceryshop 2022 Market Outlook: US Grocery—Surging Inflation Disrupts Grocery 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:Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedAnalyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers
Deep DiveUS Consumer Tracker: Shoppers Turn to Stores Coresight Research December 20, 2022 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 as the holiday approaches. Data in this report are: Public places consumers are currently avoiding Activities consumers have done in the last two weeks Which retailers consumers have bought food and nonfood products from in the last two weeks What products consumers have bought in the last two weeks in-store and online 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:Honeywell To Sell Productivity Solutions and Services Business for $1.4 Billion in CashThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingCEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic Imperatives
Insight ReportMixed-Use Real Estate—London’s Battersea Power Station Renewed with Retail Relevance Coresight Research December 19, 2022 Reasons to ReadMembers of the Coresight Research team visited Battersea Power Station, a historic, decommissioned power station that recently reopened as a mixed-use center with dining, entertainment and shopping options, as well as residences and forthcoming workspaces. We review the amenities available at Battersea Power Station and the destination’s retail potential. Companies mentioned in this report include: Apple, Battersea Power Station Development Co., Genesis and Ralph Lauren 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:Financial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanUS Consumers’ Perceptions of Tariffs: Data GraphicDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach
Company ProfileAcademy Sports and Outdoors, Inc. (NasdaqGS: ASO) Company Profile Coresight Research December 19, 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:Weekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026Weekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresAnalyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerHigher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey Insights
Insight ReportMetaverse Fashion: Inclusivity and Realism in Avatar Wearables, plus Survey Findings from Roblox Coresight Research December 19, 2022 Reasons to ReadLeading virtual world and pre-Web 3.0 gaming platform Roblox recently released its “2022 Metaverse Fashion Trends” report, detailing trends in digital avatars and wearables for Gen Z users. We present key findings from the report and analyze implications for fashion brands in the metaverse heading into 2023. Data in this report are: Findings on digital wearable trends from a Roblox survey of Gen Z users in the US Companies mentioned in this report include: Burberry, Carolina Herrera, Gucci, NIKE Other relevant research: Metaverse Latest: Decentraland’s Fashion Week 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 Other research you may be interested in:Retail 2026: 10 Trends Driving Retail MediaAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik Bhatia2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseThe CORE 3.0 Framework for Artificial Intelligence in Retail
Deep DiveUS Handbag Retailing: Opportunities in Vegan Leather and Resale Coresight Research December 19, 2022 Reasons to ReadOur analysis of the US handbag market covers the market size, market drivers, competitive landscape and themes we are watching. Brands and retailers can seize opportunities in vegan leather, resale and private labels. Data in this report include: US handbag retail sales and year-over-year growth, 2015–2026 Year-over-year changes of the consumer price index in apparel and footwear for all urban consumers, September 2021–September 2022 Retailers that consumers purchased handbags from in the 12 months ended October 17, 2022 Brands that consumers purchased handbags from in the 12 months ended October 17, 2022 Total individual spending on handbags by consumers who purchased handbags in the 12 months ended October 17, 2022 Companies mentioned in this report include: Amazon, Capri Holdings, Kohl’s, Macy’s, Target Other relevant research: US Apparel Accessories Retailing: New Opportunities Support Recovery America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and Strategy 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: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesPlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and InfrastructureLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey Insights
Free Data GraphicThree Things You Need To Know: US Consumer Tracker Extra—Analyzing Shopping Changes by Consumer Demographic Coresight Research December 19, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights from our December 2022 US Consumer Tracker Extra report, which offers a deeper dive into longer-term trends revealed by our weekly survey data. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Click the image below to read the full report. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports. This document was generated for Other research you may be interested in:Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer BoomRetail-Tech Landscape: Israel—January 2025 UpdateWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresDeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store
Company ProfileDeckers Outdoor Corporation (NYSE: DECK) Company Profile Coresight Research December 18, 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:Weekly US Store Openings and Closures Tracker 2026, Week 6: US Store Closures Cross 2,000Kering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core CapabilitiesKohl’s CEO Removal—Why It Happened and What It Means for US Department StoresA Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail
Company ProfileColumbia Sportswear Company (NasdaqGS: COLM) Company Profile Coresight Research December 18, 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:Shoptalk Spring 2026 Wrap-Up: Retail Insights Centered on AI Successes and ResultsEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet Naik
