Insight ReportEarnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth Coresight Research November 22, 2022 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 third-quarter 2022 earnings. This week, there are highlights from companies that reported in the week ended November 20, 2022, across multiple sectors: apparel and footwear specialty retailers, beauty brands and retailers, department stores, e-commerce, home and home-improvement, mass merchandisers, off-price retailers and warehouse clubs. 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: Alibaba, Bath & Body Works, BJ’s Wholesale Club, Gap Inc. and Kohl’s Corporation Other relevant research: Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back 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 CORE 3.0 Framework for Artificial Intelligence in RetailAgentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber CallEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsPlaybook: GenAI to Agentic AI—From Pilot to Powerhouse
Market Navigators/Market OutlookMarket Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive Retailing Coresight Research November 22, 2022 Reasons to ReadThe furniture and home-furnishings retail market is affected by economic volatility. Our Market Outlook analyzes: The size of the market and online market Driving factors including rising prices for products and homes The competitive landscape Themes we are watching such as store counts, sustainability and the metaverse Innovators such as Marxent and Lectra Read our complete coverage of the home and home-improvement sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:High-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusAnalyst Corner: Cutting Through AI News Flood with the Coresight Research AI IMPACT Framework, with Charlie Poon2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG Growth
Deep DiveUS Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer Behavior Coresight Research November 22, 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 inflation’s impact on consumer behavior. Data in this report include: How consumers who have observed inflation have changed or expect to change their shopping habits in grocery and nongrocery as a result Activities consumers have done in the past two weeks Public places consumers are currently avoiding What consumers have bought in-store and online in the past two weeks Which retailers consumers have bought food and nonfood products from in the past two weeks Companies mentioned in this report include: Amazon, Costco, Dollar General, Target, Walmart Other relevant research: Read our full series of US Consumer Tracker and US Consumer Tracker Extra 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:US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya KaushikWhy Is Shein Acquiring Everlane?
Insight ReportMetaverse Latest: NFT Loyalty Programs Offer New Opportunities for Brands and Retailers Coresight Research November 21, 2022 Reasons to ReadWe present recent developments in the metaverse space—covering virtual worlds and platforms; brands and retailers; technology and access; and NFT (non-fungible token) collection drops. We also discuss a key trend we are watching: NFT loyalty programs. Companies mentioned in this report include: Alibaba, Budweiser, Clinique, Flipkart, Lowe’s, Meta, Microsoft, NIKE, Prada, Printemps, Ralph Lauren, Scotch & Soda, Sephora, Starbucks Other relevant research: This report is part of our Metaverse Latest series, which provides regular updates on metaverse developments globally, showing how key players and new entrants are seizing opportunities in the space. In this report, we present developments as of September 14, 2022. Read the previous report in the series, which discusses the Ethereum merge. Ebook: Building Blocks of the Metaverse More 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:April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and UncertaintyUS CPG Sales Tracker: Essentials Drive Growth as Pricing Pressures EaseWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent
Deep DiveRetail Merchandising: Unveiling Hidden Gaps and Inefficiencies Coresight Research November 21, 2022 Reasons to ReadRetail merchandising is at a tipping point—the confluence of advanced technologies such as artificial intelligence (AI) and the need for fast decision-making in today’s retail environment are complicating the merchandising process. In this Custom Report, we discuss five key challenges in merchandising planning and execution that are negatively impacting retailers’ ability to offer memorable in-store experiences to their shoppers. Our analysis is based on proprietary survey findings. We also present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments. This free report is sponsored by One Door, an artificial intelligence (AI)-powered cloud-based retail merchandising planning and execution platform. Click here to read more Innovator Research from Coresight Research. 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:January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025Retail 2025: UK Retail Predictions—Midyear Trends Update6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for Administration
Free Data GraphicHoliday Bites: What Are the Hottest Toys for Holiday 2022? Coresight Research November 21, 2022 Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2022 holiday season. Click here to see more Holiday Bites well as our in-depth research reports on US holiday retail. Click here to access our US Holiday Retail 2022 Databank. Some 41% of US holiday shoppers expect to buy toys or games as gifts this year, according to an October 2022 Coresight Research survey. Those who expect to buy physical toys and games will purchases across an average of three toy categories. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 3: Retailer FocusConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2026, Week 9: Marks & Spencer Leads Store OpeningsSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection Moderates
Insight ReportOctober 2022 UK Retail Sales: Volume Declines Deepen While Value Growth Decelerates Coresight Research November 21, 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, October 2021–October 2022 UK retail sales by sector, year-over-year change, August 2022–October 2022 Online retail sales as a percent of total retail sales, October 2021–October 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:Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025Weekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore
Deep DiveUS Retail and Consumer Outlook: An Overinflated Balloon Set To Pop? Coresight Research November 21, 2022 Reasons to ReadUS retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures. Data in this report include: Proprietary survey data on US consumers’ changes to shopping behavior in response to inflation—for grocery and nongrocery US retail sales, % change year over year and on a two-year basis US consumer prices vs. average hourly wages US personal savings rate Companies mentioned in this report include: Dollar Tree, Inc., Dollar General, Walmart, Burlington Stores, Gap, TJX Stores, Nordstrom Other relevant research: October 2022 US Retail Sales Our full collection of US Consumer Tracker surveys 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 Sentiment Improves Significantly, Driven by Middle-Income Consumers’ Optimism: US Consumer Survey InsightsUS Generational Wealth Transfer: $105 Trillion To Flow Down the Generations Across the Next 25 YearsThe State of In-Store Retailing 2026: Blueprint To Scaling Store Intelligence Technologies for Retail ExcellenceEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth
Analyst CornerWeinswig’s Weekly: Online Grocery’s Long Runway for Growth Is Dented by Short-Term Inflation Coresight Research November 20, 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 the prospects for grocery e-commerce in the US. 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:Agentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber CallMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%
Insight ReportSingles’ Day 2022: Immersive Virtual Experiences Boost Engagement Coresight Research November 18, 2022 Reasons to ReadAs part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches. Data in this report include: The value of China’s current metaverse-related output The total number of digital pieces released by luxury brands on Tmall Luxury Pavilion How many brands participated in Alibaba’s extended reality (XR) marketplace Companies mentioned in this report include: Alibaba, Haier, JD.com, Maybelline and Vacheron Constantin Other relevant research: Singles’ Day 2022: New Products, Entrants and Trends—Brands Capitalize on Immersive Technologies and Virtual Products Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable Shopping Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term Growth Click here to read all Coresight Research Singles’ Day coverage from this year and years prior 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 2026, Week 11: Toolstation and Whole Foods Market To ExpandFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—InfographicSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—Infographic
Deep DiveSingles’ Day 2022: Making an Impact Around the World Coresight Research November 18, 2022 Reasons to ReadSingles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China, including Australia, Europe, Southeast Asia, the United Arab Emirates (UAE) and the US. Companies mentioned in this report include: Adidas, American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker and PUMA Other relevant research: Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable Shopping Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term Growth One Week to Singles’ Day 2022: Platforms Prepare for 11.11 Shopping Festival Amid Economic Uncertainty 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:Head-to-Head in Beauty Retailing: Sephora vs. Ulta BeautyUS Store Tracker Extra, June 2026: June Announcements Take Total Open Retail Space to 64.5 Million Square FeetThe New Coresight 100: Leading the Retail Charge in 2025—InfographicAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over Year Coresight Research November 18, 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: Ahold Delhaize, Dillard’s The Home Depot, Smart & Final and Tapestry Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 45: UK Openings Up 19% 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:US Consumer Sentiment Amid the Middle East Energy ShockUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer Sentiment
Deep DiveCountdown to Holiday 2022: Hottest Toys Coresight Research November 17, 2022 Reasons to ReadWe expect a strong increase in toy demand this holiday season, despite record levels of inflation, rising interest rates and low levels of consumer confidence. As part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday. Data in this report are: Proprietary survey data on US consumers’ holiday shopping intentions, including on toy categories US quarterly retail sales for hobby, toy and game stores US quarterly personal consumption expenditure on hobby, toy and games products (YoY growth) Companies mentioned in this report include: Amazon, Macy’s, Target and Walmart Other relevant research: 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:Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsCanada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close StoresThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?
Insight ReportOctober 2022 US Retail Sales: As Inflation Eases, So Too Does Sales Growth Coresight Research November 17, 2022 Reasons to ReadWe analyze US retail sales for October 2022, in total and by sector. Retail sales decelerated to 6.4% year-over-year growth this month. Data in this report are for US retail sales excluding gasoline and automobiles: Year-over-year changes from October 2021 to October 2022 Year-over-year changes from October 2021 to October 2022, seasonally adjusted Month-over-month changes from October 2021 to October 2022 Sales by sector: year-over-year changes in September and October 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 China, the UK and the US. Click here to view our full collection of monthly reports. Coresight Research US Retail Sales Databank 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 Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresUS Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet
Insight ReportLivestreaming Latest, November 2022: Capturing Singles’ Day and Holiday Shoppers and Expanding into Real Estate Coresight Research November 17, 2022 Reasons to ReadWe present recent developments and notable trends in the global livestreaming space, including livestreaming initiatives during Singles’ Day in China and how livestreaming is expanding into the real estate sector. We offer examples of recent livestreaming events from retail companies globally, including Alibaba, Amway, IKEA, Natori, Printemps, Walmart and Wumart, as well as social media platforms Pinterest and YouTube. This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Read the previous report in the series. Click here to read more Coresight Research 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 Other research you may be interested in:Financial Optimism Remains Firm Since the Start of the Year: US Consumer Survey InsightsGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraAgentic Commerce: Long-Term Impacts of Four Scenarios Under the IMPACT FrameworkInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
