Analyst CornerWeinswig’s Weekly: Beauty—Coming Soon to a Livestream Near You John Harmon, CFA, Managing Director of Technology Research January 15, 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. 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,” discusses livestreaming in the beauty sector, covering trends and opportunities for beauty brands and retailers in Western markets. Other relevant research: Livestreaming in Western Markets: A Beauty Renaissance Is on the Horizon Market Outlook: US Beauty Retailing—Clean Beauty and Premiumization Drive Growth 4Q22 US Livestreaming Tracker All Coresight Research coverage of livestreaming e-commerce. Read last week’s Weinswig’s Weekly, which reflects on the state of US retail inventories. This document was generated for
Insight ReportRetail Challenges Boost Edge Technology Investment: Research Preview Charlotte Rothschild, Analyst January 13, 2023 Reasons to ReadThis Research Preview offers an early look at research from our forthcoming report, Retail Challenges Boost Edge Technology Investment. The distribution of next-generation technology investment reveals technology’s crucial role in optimizing the future store. Leveraging proprietary survey findings, we discuss the critical business pain points impacting net revenue as well as retailers’ near-term technology investment plans. The full report is sponsored by VMware, an industry leader in muti-cloud services and infrastructure. Data in this report, based on proprietary survey findings, are: US retailers’ plans for technology investment over the next three years compared to now Five business categories: potential impact on net revenue Other relevant research: Look out for our upcoming full Custom Report on retail technology investment. Coresight Research coverage of retail technology More Innovator Research from Coresight Research This Research Preview offers an early look at research from our forthcoming report, Retail Challenges Boost Edge Technology Investment. The full report presents proprietary survey findings from Coresight Research on critical business pain points impacting net revenue as well as retailers’ near-term technology investment plans. The distribution of next-generation technology investment reveals technology’s crucial role in optimizing the future store, underlining retailers’ need for investment in proper multi-cloud infrastructure to support this additional computing power. The full report is sponsored by VMware, an industry leader in muti-cloud services and infrastructure. Retail Challenges Boost Edge Technology Investment: Research Preview Retailers’ Near-Term Technology Investment Plans Despite the host of headwinds that retailers are facing in a challenging macroeconomic environment, our survey findings reveal that over the next three years, more than two-thirds (68%) of US-based retailers plan to increase technology spending (see Figure 1). As consumers continue to return to brick-and-mortar stores, we believe that IT spending is likely to remain high: physical retailers will increasingly look to build out more experiential and tech-enabled experiences. In addition to addressing changing consumption patterns, we believe that strong technology investment plans indicate that retailers are turning to technology solutions to address a wide range of business pain points that impact net revenue. Figure 1. US Retailers’ Plans for Technology Investment over the Next Three Years Compared to Now (% of Respondents) Base: 200 US-based IT decision makers, surveyed in November 2022Source: Coresight Research Critical Pain Points Impacting Retailers’ Net Revenue Our survey analysis revealed the impact of five major business aspects on net revenue: safety and security, business insights, operational efficiency, associate empowerment and customer engagement. As shown in Figure 2, nearly half of respondents ranked security and safety first or second, indicating that, on average, this category is perceived as having the biggest impact on net revenue. However, overall, we think that the close rankings of categories likely reveal that retailers are experiencing meaningful pain points across their businesses. Coupled with retailers’ strong IT spending intentions, this suggests that retailers are pursuing an infrastructure-level approach to maximizing revenue through technology implementation across business units. Figure 2. Five Business Categories: Potential Impact on Net Revenue (% of Respondents) Respondents were asked to rank the five categories based on their potential impact on net revenue, from 1 (biggest impact) to 5 (lowest impact)Base: 200 US-based IT decision makers, surveyed in November 2022Source: Coresight Research In addition to the obvious benefits of such large-scale technology implementation, it does pose challenges, including high costs, bandwidth limitations and high latency. Therefore, to increase flexibility and efficiency, retailers can invest in multi-cloud infrastructure, especially edge technologies, to support the integrated and seamless operation of tech across the business. Our Upcoming Research Read Coresight Research and VMware’s full report on retail technology investment to access our analysis of over 30 specific pain points across retailers’ businesses. In addition, explore retailers’ technology adoption of more than 15 specific technologies and gain insight into how these technologies can play a role in optimizing the future store. Methodology In November 2022, Coresight Research conducted a survey of 200 US-based IT decision makers at retail companies with at least 50 consumer retail locations and which spend at least $100,000 on IT solutions per year. Respondents represented companies across retail, apart from wholesale club, business services/office supplies or auto parts businesses. This document was generated for
Insight ReportBed Bath & Beyond: What Went Wrong? Royce Baretto, Analyst Sector Lead: Erin Schmidt, Senior Analyst January 13, 2023 Reasons to ReadCoresight Research analyzes the factors influencing the decline of Bed Bath & Beyond as it seeks funding to prevent bankruptcy. We assess its earnings per share, net income, cash flow, inventory levels, supplier confidence and more. Data in this report are: Bed Bath & Beyond earnings per share, 2012–2022 Bed Bath & Beyond stock closing value, January 10, 2012–January 10, 2023 Bed Beth & Beyond annual revenues and net income, 2012–2022 Bed Bath & Beyond annual cash flows, 2012–2022 Bed Bat & Beyond inventory levels, 2012–2022 Companies mentioned in this report are: Amazon, Bed Bath & Beyond, Dbest Products, YouCopia Other relevant research: Market Outlook: US Furniture and Home Furnishings Sees Rise in Omicnhannel and Immersive 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 2: UK Openings Up 67% Aaron Mark Dsouza, Data Analyst January 13, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, we include a summary of 2022 openings and closures, as well as our regular weekly data on 2023 store count changes. Data in this report include: 2022 and 2023 major US store closures and openings 2022 and 2023 major UK store closures and openings Companies mentioned in this report include: Albertsons, Aldi, Costco, Macy’s and NIKE Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 1: US Openings Up 17% 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 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 DiveNext-Generation Product Information Management: From Spreadsheets to AI Terence Ng, Senior Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services January 13, 2023 Reasons to ReadProduct information management (PIM) is the process of gathering, operationalizing and managing a company’s product data. The next generation of PIM, product experience management (PXM) provides rich, relevant and contextualized product content to delight consumers and drive loyalty. Leveraging proprietary survey findings, we discuss the importance of PIM for improving the customer experience, current challenges faced by brands and retailers, and future technology-powered opportunities to drive PIM and business success. This Custom Report is sponsored by product experience management (PXM) solution provider Digital Wave Technology. Data in this report, based on proprietary survey findings, are: Impacts on business metrics from using PIM PIM capabilities and challenges Business metrics that have seen positive results since partnering with a third-party PIM solution Factors that influence companies’ choice of third-party solution provider Benefits of AI to companies’ PIM processes Companies mentioned in this report include: Tapestry Other relevant research: Innovator Intelligence: Product Information Management—Creating a Single Source of Truth in Omnichannel Retail 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
Event CoverageVIP Awards 2023 Preview: Celebrating Community and Partnership in Retail Charlotte Rothschild, Analyst January 12, 2023 Reasons to ReadThe Coresight Research team will attend the VIP Awards in New York City on January 13, 2023, hosted by Vendors in Partnership. In this report, we offer a preview of the retail industry celebration. Companies mentioned in this report include: Reach Partners, McFadyen Digital, Retail Global, NRF (National Retail Federation), Salesforce, T-Mobile for Business Other relevant research: Look out for our wrap-up of the VIP Awards 2023. The VIP Awards 2023 will take place on the eve of NRF 2023. Coresight Research will provide ongoing coverage of NRF. Executive SummaryCoresight Research Insights The VIP Awards 2023 celebrates the innovation and value created by true partnership between retailers and their solution providers. The VIP Awards ceremony will present 21 awards to a mix of retailers and retail solution providers affirming their contributions to the retail industry. Introduction On January 13, 2023, Vendors in Partnership will host the VIP Awards 2023 in New York City. The event highlights the value creation resulting from strong relationships between retailers and their solutions partners. Coresight Research is a sponsor of the VIP Awards 2023. In this report, we present a preview of the event. VIP Awards 2023: Coresight Research Insights A Focus on Partnership The VIP Awards 2023 marks the third annual retail industry celebration and presents an opportunity to recognize contributions to the retail ecosystem. Vicki Cantrell, CEO of Vendors in Partnership and Co-Founder of the VIP Awards, explained that the event enables retailers and solution providers to “connect and reconnect, with old friends and new, and catch up on business and life” prior to the busy, exciting week at NRF 2023: Retail’s Big Show, hosted by the National Retail Federation (NRF). The VIP Awards 2023 celebrates community and partnership; it provides an occasion for retailers and solution providers to engage, “learn about new companies and new solutions, and see potential new partnerships,” said Cantrell. She emphasized that the event is “an acknowledgement of retail solution providers’ great innovation, service and way of doing business.” Coresight Research believes that retailer-vendor partnerships are a primary source of value creation in retail, and as retailers enter 2023 facing brisk headwinds, a strong retail community and deep partnership will key to weathering the challenges ahead. Deborah Weinswig, CEO and Founder of Coresight Research, looks forward to the VIP Awards 2023 as “an opportunity to celebrate the power of integration between retailers and solution providers.” The Awards Ceremony The awards at the VIP Awards Ceremony span retail insights, technology, partnerships, sustainability and more. Billy May will serve as the emcee of the Awards Ceremony. He boasts a 25-year-long career in the retail industry and has previously served as the Vice Chair and member of the Board of Directors of Shop.org, the digital division of NRF. Vendors in Partnership will present 21 awards for 2023 across multiple categories, including: · Analytics · Innovation in commerce · Security · Communication · Marketing · Supply chain innovation · Community · Payments · Sustainability The event will also feature a keynote speech by Dave Finnegan, a retail executive and world traveler who will share his adventures and insights into the impact of human connections. Event Sponsors In addition to Coresight Research, sponsors of the VIP Awards 2023 include Reach Partners (a Diamond Partner) and other prestigious companies: This document was generated for
Free Data GraphicCoresight Bites: Dollar Stores’ Growing Momentum in Grocery Coresight Research January 12, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here. Amid rising food costs, some US consumers are trading down to bargain-priced food and beverages at dollar stores. Proprietary survey data from our weekly US Consumer Tracker reports between October 3 and December 5, 2022, consistently found that more than one-fifth of respondents buy food products from dollar stores. Click the image below to learn more about dollar stores’ market scale in US grocery retailing, grocery shopper penetration, store visitation trends and store expansion strategies. This document was generated for
Event CoverageCES 2023 Wrap-Up: Lots of Gadgets but Less Sizzle John Harmon, CFA, Managing Director of Technology Research January 12, 2023 Reasons to ReadThe Coresight Research team attended CES 2023 in Las Vegas on January 5–8, 2023. In this report, we present insights and highlights from the event. We review opportunities for retailers presented by Deborah Weinswig, CEO and Founder of Coresight Research, and cover new health and wellness gadgets, the conference’s social direction, self-driving and electric cars, augmented reality and adaptive consumer technology, and a focus on air quality. Companies mentioned in this report include: L’Oréal, Panasonic, Qualcomm, Sony, Tylenol Other relevant research: Insights from CES Day Two Insights from CES Day One Highlights from the CES product showcases—ShowStoppers,Pepcom Digital Experience!, CES Unveiled Media Days at CES 2023: Tech Trends To Watch Cover Gaming, Metaverse, Healthcare, Sustainability and More CES 2023: A First Look at the Show, Keynotes and Sessions CES 2023 Preview: Metaverse To Be Pervasive in Las Vegas in January Insights from last year’s CES event This report is available for free and can be accessed by registering for a free account. Executive SummaryCoresight Research Insights Retailers can RESET to address their biggest challenges. CES displayed a plethora of gadgets but few new technology concepts. In-person attendance was back, mostly. CES embarked on a social direction in 2023. Self-driving cars have evolved into mobility objects. Electric vehicles will become our new entertainment and shopping spaces. Augmented reality will be the simpler and more easily accessible portal to Web 3.0 and the metaverse. There was a rich offering of useful health and wellness gadgets. Consumer tech is becoming adaptive and focused on helping specific groups. Air quality was a major product theme. Introduction The Coresight Research team attended CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas January 5–8, 2023. The event brought together technology vendors, innovators, retailers and people from around the world to get an early look at key consumer electronics trends in the new year. The scope of CES has expanded in recent years beyond electronic gadgets to encompass new areas such as healthcare, wearable devices and mobility. This year, the show had a strong metaverse focus. In this report, we present our top 10 insights from the full event. CES 2023 Wrap-Up: Coresight Research Insights 1. Retailers Can RESET To Address Their Biggest Challenges Deborah Weinswig, CEO and Founder of Coresight Research, delivered a presentation and led a panel discussion on solving retail’s greatest challenges, for which the Coresight Research RESET framework provides a recipe to help retailers respond to short-term consumer needs while ensuring long-term success. The RESET framework comprises five components: Responsive. Retailers need to be responsive to accelerated structured frugality, which requires businesses to reconsider non-core costs, such as shrink and GNFR (goods not for resale). Engaging. Retailers drive consumer engagement across physical and digital retail by managing brand building, experiences, technology integration and services and experimenting with livestreaming and social commerce to foster loyalty, as well as renewing the physical store. Socially Responsible. There is a clear opportunity for brands and retailers to adopt sustainable commerce practices, such as recommerce, to attract more conscious consumers through brand values. Increasing sustainability can drive topline expansion and enhance margins. Expansive. Retailers can pursue alternative revenue streams through offering retail-adjacent services, such as retail media, paid memberships and data for sale. Coresight Research estimates that retailers can generate $1–5 million in revenue from media and shopper insights for every $1 billion in revenue. Tech-Enabled. Retailers should invest in tech-enabled solutions to increase productivity, such as prescriptive analytics, which can improve the management of inventory and assortment, enhance customer service, optimize staffing, reduce markdowns and reduce shrink. Coresight Research CEO and Founder Deborah Weinswig Source: Coresight Research 2. A Plethora of Gadgets but Few New Technology Concepts The technologies presented at CES tend to run in cycles: a new technology is introduced, then applications are developed during the next five or so years. Recently introduced or perfected groundbreaking technologies include artificial intelligence (AI), robotics, cloud computing and 5G wireless technologies, although 2023 saw examples of the metaverse in earnest. Steve Koenig, VP of Research at CTA, emphasized that economic downturns result in surges in technological innovation. Koenig remarked that we are in the early stages of one trend in enterprise tech innovation—featuring transformation of the enterprise—and on the cusp of another one, centered on automation and virtualization, as illustrated below. Source: CTA 3. The Return of In-Person Attendance… Mostly Although an in-person CES did take place last year, many large tech companies canceled due to concerns surrounding the Omicron variant, which had emerged in the fall, and 45,000 people attended CES, a fraction of the 171,000 attendees seen in 2020. The CTA expected 100,000 attendees in 2023, though we heard whispers of actual attendance of two-thirds that figure. The attendance of the Media Days was light at first but picked up toward the end. In any case, speakers and attendees rejoiced at the ability to meet in person again, and CTA offered to host the keynotes online through the end of February for those still reluctant or unable to attend in person. The photo below shows the mob of people awaiting the opening of the doors to the Eureka Park area on the first day of the show. People waiting to enter Eureka Park Source: Coresight Research 4. A New Social Direction CES undertook a change in direction in 2023, pivoting from technologies into more social themes. Key social themes at the conference presented by the CTA, companies and speakers included the following: Sustainability. The reduction in carbon emissions from electric vehicles has been a theme for several years, and automobile makers usually give at least one of the keynote addresses. Automaker Stellantis announced its net-zero targets in addition to several new and concept electric vehicles. Global technology company Panasonic devoted its entire press conference to discussing its efforts in sustainability. Human security. Taking a more social turn, the CTA discussed how technology can play a role in promoting human security, a concept introduced in 1994 by the UN (United Nations), in terms of food, access to healthcare, personal income, environmental protection, personal safety, community security and political freedom. Diversity and inclusion. In 2020, CES hosted a keynote from Intel, which announced its goal of putting women in 40% of technical posts by 2030. This year’s show continued to highlight the voices of women and diverse experts. One of the main keynotes was presented by Dr. Lisa Su, CEO of chipmaker Advanced Micro Devices (AMD). Adaptive products. At the Unveiled product showcase, L’Oréal demonstrated its HAPTA handheld makeup applicator that holds a lipstick steady for users with limited mobility or tremors, offering 360 degrees of rotation. AMD CEO Dr. Lisa Su Source: Coresight Research 5. Self-Driving Cars Evolve into Mobility Objects While Mercedes-Benz demonstrated a self-driving concept car at CES 2019, this technology has not yet hit showrooms due to the technological and social complexity of such a vehicle. However, the technology continues to evolve and pilot testing continues. Although the technology has been demonstrated to work and robot drivers are possibly better than human ones, autonomous passenger vehicles will need to operate with near perfection to receive acceptance. In the meantime, CES has broadened the concept of autonomous vehicles to include vehicles that travel on land, sea and air. We saw a delivery robot from Ottonomy that is currently in use in airports. The newest model (Yeti) can drop off packages. Israeli startup Carteav offers essentially autonomous golf carts for operation within controlled residential environments. Ottonomy delivery robot Source: Coresight Research 6. Electric Vehicles: Our New Entertainment and Shopping Spaces At last year’s CES, Nvidia gave a presentation outlining its products and strengths for outfitting the interior of future electric vehicles, and that technology continues to advance. We spent time in a prototype made by Qualcomm that offers interior sound, video and even the ability to modulate sound volume for each passenger. The vision of the future is that passengers will listen to music, watch videos, access the Internet, shop and even be able to play video games inside a vehicle. At the Covesa showcase, which was dedicated to products for electric vehicles, we saw Mavi.io, which offers a platform for in-car commerce, and the photo below shows ordering food on a vehicle entertainment system. We also saw a company at a showcase that offers an in-car karaoke system by Singing Machine. Ordering a burrito with Mavi.io’s in-car commerce system Source: Coresight Research 7. Augmented Reality: A Portal to Web 3.0 and the Metaverse While many software developers anticipate that virtual reality (VR) will be the most immersive portal to the metaverse and Web 3.0, many solutions seem to be concentrating on augmented reality (AR) technologies, which offer comparable degrees of immersion but also powerfully link the real and virtual worlds. There were numerous examples of cutting-edge AR solutions and technology at CES, and we believe that individuals will reach the metaverse more easily and practically by using AR. Web3 Studio at CES Source: Coresight Research 8. A Rich Offering of Useful Health and Wellness Gadgets We saw wearable tech at CES back in 2015, yet wearable tech today is largely the domain of smartwatches, fitness trackers and purpose-specific devices. Since then, available products have evolved into a broad spectrum of truly helpful and useful devices, including the following: Perfect offers an AR-powered virtual makeup try-on technology that enables customers to view foundations, bronzer, highlighter, lipstick and more as if looking in a mirror. Its tracking technology leverages AI and deep learning capabilities to deliver a hyper-realistic experience that claims to be lag-free and optimized for all ages and ethnicities. Tylenol demonstrated an at-home digital ear scope that enables users (i.e., parents) to capture picture and video of their childrens’ inner ears to share with clinicians to check for ear infections remotely. The images and video can be sent to pediatricians, eliminating costly and time-consuming visits to the doctor’s office. WeWard demonstrated a mobile app that rewards users with “Wards” for walking, which can be converted into cash, gifts or donations to charity. The app has 10 million users who are walking 24% more; $7 million has been given to users and charity; and these walks have prevented the emission of 600,000 tons of carbon dioxide, according to the company. The Perfect app can show virtual try-ons of makeup, jewelry and watches Source: Coresight Research 9. Adaptive Consumer Tech To Help Specific Groups We saw several products at CES that were adaptive or developed specifically to help target groups, such as seniors. As mentioned earlier in this report, L’Oréal showcased its HAPTA handheld, smart makeup applicator for people with limited fine motor skills. It uses a magnetic attachment for 360 degrees of rotation and 180 degrees of flexion, plus a locking feature that enables the applicator to stay in position during use. Presage’s e-health system delivers services to support seniors, reducing autonomy loss and hospitalization, using AI to offer predictive alerts to avoid emergency scenarios as well as a personalized prevention plan to improve patient outcomes. The Japan External Trade Organization (JETRO) hosted 36 Japanese startups at CES 2023. Among those innovators participating in the ShowStoppers Launchit product showcase was SoundFun, whose curved speaker makes it easier for people with hearing loss to hear dialogue on the television. Sony announced an adaptive gaming controller during CES; however, the company did not have a model in its booth. Finally, we saw many earphones and hearing aids, now that the US FDA (Food and Drug Administration) has opened up the market to over-the-counter devices, with the devices costing around one-third of the prescription devices, whose prices run in the high four figures. Eargo hearing device Source: Coresight Research 10. Air Quality Emerges as a Major Product Theme It is understandable that consumers are more interested in indoor air quality, as we continue to contend with a variety of old and new respiratory viruses. Gadget makers have responded to this perceived demand, and we viewed a variety of devices designed for indoor air monitoring, air improvement and protection against airborne disease. Airthings offers devices for indoor air quality monitoring, which analyze the air and monitor for pollutants, identifying radon and particulate matter, including PM2.5 and carbon dioxide. AIRXÔM offers an advanced version of a face mask that actively protects users against respiratory infection, which is effective against viruses and bacteria such as Covid-19, flu, common cold, molds and pollen. Neoplants’ bioengineered plants purify indoor air and fight air pollution. Its plants recycle air pollutants rather than storing them as a traditional plant would do. The company claims that the effect of one Neoplant is equivalent to that of 30 house plants. Respiray produces wearable, drug-free, allergy-free devices to soothe allergy symptoms caused by allergens in the air, including pet dander, pollen, dust and mold. Its device, to be launched at the end of January 2023, is rechargeable and features replaceable filters that leverage HEPA technology. Neoplants’ plants are engineered for air quality Source: Coresight Research For more information on products displayed at CES, please see the Coresight Research reports on the product showcases: Unveiled, ShowStoppers and Pepcom Digital Experience! This document was generated for
Deep DiveHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 12, 2023 Reasons to ReadCostco and Sam’s Club are the two leading warehouse clubs in the US. We provide insights into key elements of their businesses: revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies. Data in this report include: Costco and Sam’s Club revenues and revenue growth, 2018–2022 Costco and Sam’s Club e-commerce revenue and sales penetration, 2019–2022 Proportion of US consumers that have shopped at mass merchandisers/warehouse clubs in the prior three months, 2022 Age and income breakdowns of US consumers by retailers shopped at, 2022 Costco and Sam’s Club store counts and maps Companies mentioned in this report are: Amazon, Costco, Kroger, Sam’s Club, Target, Walmart Other relevant research: Dollar Stores: Flexing Muscle in US Grocery US Grocery Discounters: Price Competition Intensifies US Consumer Tracker Extra: Who Shops Where? 2022 Shopper Demographics Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic 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 DiveLivestreaming in Western Markets: A Beauty Renaissance Is on the Horizon Bao Arakov, Analyst Sector Lead: Marie Driscoll, CFA, Managing Director of Beauty and Luxury January 11, 2023 Reasons to ReadAs part of our Livestreaming in the West series, we delve into current trends and future opportunities in livestreaming e-commerce in beauty, leveraging proprietary survey data and notable examples from major beauty brands and retailers. Key topics in this report include the metaverse, gamification and festivalization. Data in this report are: Beauty brands and retailers whose livestream sessions US livestream viewers have watched in the past three months Types of host used by beauty companies n their livestream shopping events Emerging channels/technologies in which beauty companies will invest over the next 12 months Companies mentioned in this report include: Aveda, Beekman 1802, Benefit Cosmetics, Charlotte Tilbury, Coty, Douglas, The Estée Lauder Companies, L’Oréal Group, Target, Walmart, YouTube Other relevant research: Livestreaming in Western Markets: A Primer Think Tank: Livestreaming E-Commerce Gains Ground in the US 4Q22 US Livestreaming Tracker: Promotions and Informative Content Attract Shoppers Ahead of the Festival Season Capitalizing on Livestream Shopping Opportunities: North America and Europe Retail Executive Survey Findings Our full 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 ReportRealty Income Begins 2023 with Portfolio Expansion Daniel Rodden, Analyst Sector Lead: Marie Driscoll, CFA, Managing Director of Beauty and Luxury January 11, 2023 Reasons to ReadRealty Income is a real estate investment trust (REIT) specializing in grocery-anchored, open-air shopping centers in suburban areas. The company recently acquired 185 properties from CIM Group, expanding its retail presence and possibly signaling further retail property acquisitions. We take a look at the implications of this deal, as well as other recent acquisitions by Realty Income. Data in this report include: Total retail sales by retail channel in the third quarter of 2022 Rental revenue, net operating income (NOI) and total expenses for Realty Income Realty Income’s total property portfolio size Top 10 tenants by annual rental revenue share in 2021 for Realty Income Companies mentioned in this report include: Dollar General, Realty Income, CIM Group, Orion Office and VEREIT 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 DiveGlobal Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges Remain Anand Kumar, Associate Director of Research Sector Lead: Erin Schmidt, Senior Analyst January 11, 2023 Reasons to ReadWe analyze the global fast-fashion market, including growth factors, the competitive landscape and key themes. Although the market is poised for growth, companies are facing sustainability challenges. Data in this report include: Estimated global fast-fashion sales and share of global apparel and footwear market, 2018–2027 Total operating margin: fast-fashion retailers vs. non-fast-fashion retailers, 2017–2022 Selected recent sustainable collections launched by fast-fashion companies Estimated e-commerce penetration of global fast-fashion sales, 2019–2023 Global fast-fashion market: share held by leading companies, 2022 and 2027 Companies mentioned in this report include: Boohoo, H&M, Inditex, Primark, Shein Other relevant research: 10 Trends in the Global Fast-Fashion Market Head-to-Head in Global Fast-Fashion: Shein vs. Inditex (Zara) 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: More Consumers Get Out and About Coresight Research January 10, 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 chart shopping and behavior over the holiday period. Data in this report include: 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-store and online in the last two weeks Companies mentioned in this report include: Ahold Delhaize, Amazon, Target, TJX Companies, Walmart Other relevant research: Read the 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
Deep DiveMarket Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility Arun Sriram, Analyst January 10, 2023 Reasons to ReadIn this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape. Data in this report include: US CPG market size and year-over-year change for 2017–2026 (estimated) US CPG market breakdown for 2022 Price per unit across US CPG categories in 2022 Average price increases by CPG companies in 2022 Top 20 public CPG companies in the US Companies mentioned in this report include: The Clorox Company, Colgate-Palmolive, Herbalife Nutrition, Kimberly-Clark and Procter & Gamble Other relevant research: 10 Trends in the US CPG Market The Coresight Research 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
Free Data GraphicThree Things You Need To Know: US Sportswear Retail Coresight Research January 10, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights on US sportswear retail. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Click the image below to read our full analysis of the US sportswear specialty retail sector, including growth factors, the competitive landscape and key themes we are watching. This document was generated for