Insight ReportCountdown to Holiday 2022: Black Friday Insights from Retailers in the US and Canada Coresight Research November 28, 2022 Reasons to ReadThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more. Companies mentioned in this report include: American Eagle Outfitters, Athleta, Bath & Body Works, Best Buy, Dick’s Sporting Goods, Gap, Home Depot, Kohl’s, Macy’s, NIKE, Nordstrom, Target and The TJX Companies Other relevant research: Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy All coverage of US holiday 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:4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value RetailRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverConsumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey InsightsAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Insight ReportOctober 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates Further in October but Strengthens on Black Friday Coresight Research November 28, 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. October 2022’s data shows traffic growth declined to 4.1% 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:Transforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaWeekly UK Store Openings and Closures Tracker 2026, Week 6: Quiz Enters AdministrationThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus
Free Data GraphicThree Things You Need To Know: Retail Innovators in Luxury—Sustainability and Tech Coresight Research November 28, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights on retail innovators in the luxury ecosystem. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. The luxury sector remains largely unfazed amid the ongoing economic upheavals, with many players looking to new technologies to increase innovation and gain or maintain a competitive edge. Click the image to read the full report, which is part of our Retail Innovators series and presents five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players. This document was generated for Other research you may be interested in:Four Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Agentic Commerce—The Impact on Retail Media and How Retailers Should RespondDecember 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond
Insight ReportWhat Does the Metaverse Offer Beauty Brands? Coresight Research November 28, 2022 Reasons to ReadThe expanding metaverse is a key retail trend that Coresight Research is watching; it is still in its infancy and will likely continue to see rapid evolution over the next few years. In this report, we outline strategic entry points for beauty brands to navigate a new and promising virtual reality. We cover reality technologies (AR/VR), virtual idols, NFTs (non-fungible tokens), digital twins and more. This free report is brought to you in partnership with CEW—conversation leaders in the beauty industry and community. Data in this report are: Value of retail sales in the metaverse and virtual stores, 2022–2030E Average age of metaverse game players vs. total game players Companies mentioned in this report include: Cult&Rain, Kiehl’s, NYX Professional Makeup, Olaplex Other relevant research: Playbook: Beauty in the Metaverse—Four Strategies for Success in the Virtual World Beauty and Fragrance as an Entry Point to Luxury, in partnership with CEW Fragrance Premiumization, in partnership with CEW All coverage of beauty brands and retailers All Coresight Research coverage of the metaverse 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:CEO Brief: A Turning Point for US Consumers and the Economy?Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More
Analyst CornerWeinswig’s Weekly: What Can Retailers Do To Prevent Shoplifting and Organized Retail Crime? Coresight Research November 27, 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 discusses how retailers can prevent shoplifting and organized retail crime. 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:Economic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicHigher-Income Consumers’ Sentiment Improves Significantly; Dining Out and Travel Lead Spending Cutbacks: US Consumer Survey InsightsWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicAgentic Commerce: The US’s Open Approach vs. China’s Vertical Integration
Insight ReportNovember 2022 Monthly Consumer Update: US, UK and China Coresight Research November 25, 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, October 2022 Monthly Consumer Update: US, UK and China The Coresight Research US Retail Sales Databank 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:Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceUltrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen RisesWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Weekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for Administration
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 47: US Closures Halve Coresight Research November 25, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. 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 major US store closures and openings 2022 major UK store closures and openings Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Best Buy, Dollar Tree and Foot Locker Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over Year US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker 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:Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealNovember 2025 US Retail Sales: Positive but Muted Holiday GrowthWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter Stores
Free Data GraphicCoresight Bites: 100 Retail Companies, 10 Years—Exceptional Sales Growth Coresight Research November 24, 2022 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. We analyze 10-year financial metrics of the Coresight 100, our focus list of 100 retailers and brand owners across various industries, spanning the US, Europe, Asia and Australia. Across our covered 100 companies, we found that the average absolute revenue growth from 2012 to year-to-date 2022 (as of October 20) was 232%. This is phenomenal considering that it includes the negative impacts of the Covid-19 pandemic and ongoing macroeconomic uncertainty, such as high inflation and supply chain disruption. Small and midsize companies witnessed substantially higher average absolute sales growth over the last 10 years versus large companies. Click the image below to read our full report on the financial performance and winning strategies of the Coresight 100. This document was generated for Other research you may be interested in:Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformUS Generational Wealth Transfer: $105 Trillion To Flow Down the Generations Across the Next 25 YearsEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicRetail 2025: 10 Trends Shaping the Retail Media Market
Insight Report10.10 Shopping Festival 2022: 10 Key Takeaways Coresight Research November 23, 2022 Reasons to ReadCoresight Research’s 10.10 Shopping Festival drew a global audience. We provide 10 takeaways, including consumers’ device preferences, peak traffic times, consumers’ interest in behind the scenes and food content, the clean beauty trend and more. Data in this report include: Languages spoken by 10.10 Shopping Festival viewers Proportion of viewers watching on desktop vs. laptop Peak traffic times The session with the highest sales conversion rate Commitment to purchase rate on MARKET’s platform Companies mentioned in this report include: Bambuser, Dr. J’s Natural, Fashom, Fifth & Cherry, Hello Fresh, Luxury in Reach, Luxury Promise, Machu Picchu Energy, Nillio, Verb Technology Company Other relevant research: Coverage of the 10.10 Shopping Festival Coverage of Livestreaming 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:Economic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonRetail Crime and Shrink: Cargo Theft Remains Elevated; Amazon Steps Up Anti-Counterfeit Drive
Deep DiveRetail Innovators: Sustainability and Tech Enablers in the Luxury Ecosystem Coresight Research November 23, 2022 Reasons to ReadThe luxury sector remains largely unfazed amid the ongoing economic upheavals, with many players looking to new technologies to increase innovation and gain or maintain a competitive edge. As part of our Retail Innovators series, we present five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players. Data in this report include: The environmental impact of Hipli packages’ return journey versus that of other packaging The demand for recyclable and reusable packaging The size and growth rate of the global personal luxury market Companies mentioned in this report include: Bitski, Data&Data, Hipli, LVMH, Spiber and Weturn Other relevant research: Retail Innovators: Tech—AI/ML Solutions Head-to-Head in Luxury: Capri Holdings vs. Tapestry Market Outlook: Emerging Markets—Localization To Boost Luxury Retailing Click here for all of Coresight Research’s luxury coverage. 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:Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookAnalyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya KaushikThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer Latest
Deep DiveRetail-Tech Landscape: Retail Crime Prevention Coresight Research November 23, 2022 Reasons to ReadThe need to tackle security-related challenges—from shoplifting-driven shrinkage to e-commerce returns fraud—is resulting in increasing demand for innovative crime-prevention solutions, with retailers turning to loss-prevention technology providers. We highlight three key industry trends in retail crime prevention and present selected startups globally whose technology solutions support brands and retailers in transforming and automating their checkout operations. Solutions leverage artificial intelligence (AI), machine learning and more. Categories covered in this landscape are: Cybersecurity and payment verification Identity verification Real-time video surveillance Point-of-sale (POS) systems and inventory management Companies mentioned in this report include: Deep Sentinel, Identiq, Malong, PayShield, Simplex, Supersmart and VAAK Our landscape infographic summarizes the companies outlined in this report. Other relevant research: Organized Retail Crime: A Growing Threat for All Retailers Cybersecurity and Retail: Hackers Have Shifted Their Attacks from Consumers to the Technology Providers All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionWeekly UK Store Openings and Closures Tracker 2026, Week 21: Morrisons To Close StoresSupply Chain Insights for Beauty and CPG: Strengthening with Technology, Diversification and Operational ResilienceGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious Era
Free Data GraphicThree Things You Need To Know: US Apparel Accessories Retailing—Market Factors and Recovery Coresight Research November 23, 2022 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. Overall, we continue to see recovery of the US apparel accessories market in 2022, following a strong revival year of 2021. We expect the market to fully recover in 2023. Our coverage of apparel accessories includes belts, gloves, hats and caps, shawls and scarves, and ties. Our coverage excludes suspenders, masks, bags, watches, jewelry, glasses and other non-apparel accessories. Click the image below to read about the market size, key growth drivers and a competitive landscape of the US apparel accessories market. We also cover key trends among brands and retailers as they aim to better serve the market demand. This document was generated for Other research you may be interested in:What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresRetail-Tech Landscape: Retail MediaFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights
Insight ReportCountdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy Coresight Research November 23, 2022 Reasons to ReadOn the surface, Black Friday 2022 may seem exceptional—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. Data in this report include: The US consumer’s personal savings rate over the past year The number of US shoppers that expect to spend less this holiday season than last The number of US consumers who consider inflation the biggest issue affecting them this holiday season Companies mentioned in this report include: Amazon, Costco, The Home Depot, Macy’s and Target Other relevant research: Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season Countdown to Holiday 2022: US Survey and Retail Outlook All coverage of US holiday 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 and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready CommerceChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Deep DiveUS CBD Survey 2022: Consumers Want More CBD Products from Trusted Retailers and Brands Coresight Research November 23, 2022 Reasons to ReadWe analyze proprietary data from our US CBD survey, covering consumers’ average spending, reasons and methods for consumption and where consumers purchase CBD. Data in this report include: Average monthly spend on CBD products, overall and by gender Reasons for using CBD products, overall and by gender Which products containing CBD consumers used within the past 12 months as of July 2022, overall and by gender Current frequency of CBD use as of July 2022, overall and by gender, age and reason for use Where consumers purchased CBD products in the past 12 months as of July 2022, overall and by gender Other relevant research: US Cannabis Survey 2022: Marijuana Use Up After Legalization 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:Coresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallAnalyst Corner: Adapting to Structural Disruption in Beauty and CPG Supply Chains, with Abhinav TagoreStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key Takeaways
Deep Dive100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies Coresight Research November 22, 2022 Reasons to ReadWe analyze our Coresight 100 global retail companies in terms of their 10-year financial performance. Our analysis covers sales growth, margins, free cash flow, return on capital and debt levels, and slices companies by size and type (brands versus retailers). We also discuss winning strategies to emulate high-performing companies. Data in this report include: Coresight 100 companies’ absolute change in revenue from 2012 to 2022 TTM Coresight 100 companies’ average operating margins and average absolute change in operating margins from 2012 to 2022 TTM Coresight 100 companies’ average unleveraged free cash flow margins and absolute changes from 2012 to 2022 TTM Coresight 100 companies’ average return on capital and average absolute change in return on capital from 2012 to 2022 TTM Coresight 100 companies’ average debt-to-equity ratios and average absolute change in debt-to-equity ratios from 2012 to 2022 TTM Companies mentioned in this report include: Amazon, Costco, Estée Lauder, H&M, Home Depot, L’Oréal, Lululemon Athletica, Lowe’s, Target and Walmart Other relevant research: Our complete Coresight 100 list A Guide to Multiplying Retail Media Dollars Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable Markets 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 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthKey Festivals and Holidays for Promotional Campaigns in China in 2026: CalendarSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025
