Insight ReportCountdown to Holiday 2022: What We Know So Far, Including Black Friday and Cyber Monday Learnings Coresight Research December 7, 2022 Reasons to ReadAs part of our Countdown to Holiday 2022 series, we discuss retail performance on Black Friday (November 25) and Cyber Monday (November 28) in the US. We also offer wider learnings for holiday 2022 and the retail environment in general. Data in this report include: Retail’s trajectory—retail sales and overall inflation; real retail sales and retail inflation US consumer shopping behavior on Black Friday and Cyber Monday, by channel and retailer Store traffic on Black Friday, the Black Friday weekend and Cyber Monday—and store traffic selected retailers Online retail sales on Thanksgiving, Black Friday and Cyber Monday Discounts on selected categories Top 10 product categories purchased by Black Friday shoppers Companies mentioned in this report include: Amazon, Costco, JCPenney, Kohl’s, Macy’s, Nordstrom, Target, Walmart Other relevant research: Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and Canada 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
Deep DiveUS Consumer Tracker: Tempered Thanksgiving Weekend Shopping Coresight Research December 6, 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 over the Thanksgiving weekend, including Black Friday. Data in this report are: Activities consumers have done in the last two weeks Public places consumers are currently avoiding 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: Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, 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
Deep DiveGlobal Retail in 2023: Five Forces, Five Trends Coresight Research December 6, 2022 Reasons to ReadPart of our Retail 2023 series of outlook reports, our flagship annual report outlines our trend expectations for the year ahead in retail globally. We discuss five forces set to impact global retail in 2023—including high inflation and interest rates—and reiterate our RESET framework for retailers to respond to short-term consumer needs while securing longer-term success. Data in this report include: Global economic context—GDP growth, inflation and unemployment rates in China, France, Germany, India, the UK and the US US store openings by sector, 2012–2022YTD Findings from recent Coresight Research surveys of consumers and businesses—across topics such as sustainability, wellness, GNFR costs, retail media and inventory management Other relevant research: 2023 Retail and Technology Outlook: Facing into the Headwinds Look out for future reports in our Retail 2023 series, publishing over the next two weeks, covering retail technology, China e-commerce and retail in India. Contents Five Forces Five Trends 1.Responsive… To Accelerated Structural Frugality 2.Engaging… To Drive Long-Term Loyalty 3.Socially Responsible… as a Buttress Against Trading Down 4.Expansive… To Pursue Alternative Revenue Opportunities 5.Tech-Enabled… To Empower a Productivity Push What We Think 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 CoverageHKSTP x HKBAN Investment Pitch: Hong Kong-Based Tech Startups Present “Smart City” Solutions Coresight Research December 6, 2022 Reasons to ReadOn November 29, 2022, startups presented their technology solutions on the theme of “smart city” at the Investment Pitch event held by HKSTP and HKBAN in Hong Kong. We offer insights from retail-related companies that participated in the event, with solutions covering robotics, AI, facilities management and more. Companies mentioned in this report are: Aura Labs, DimOrder, Robocore Technology and Vista Innotech. Other relevant research: All Coresight Research coverage of retail technology Innovator 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
Insight ReportEarnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline Coresight Research December 6, 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 December 4, 2022, across multiple sectors: apparel and footwear brand owners, apparel and footwear specialty retailers, department stores, discount stores, e-commerce, electronics retailers and off-price retailers. 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: Big Lots, Dollar General, Five Below, Kroger, Petco Health and Wellness Company Other relevant research: 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 Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines 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 GraphicThe Coresight Research RESET Framework Coresight Research December 6, 2022 For global retail in 2023 and beyond, Coresight Research reiterates our RESET framework (first launched in 2022) for retailers to respond to short-term consumer needs while securing longer-term success. Read more about the framework in our flagship annual report, Global Retail in 2023: Five Forces, Five Trends This document was generated for
Deep Dive2023 Retail and Technology Outlook: Facing into the Headwinds Coresight Research December 5, 2022 Reasons to ReadKicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Data in this report include: US context—unemployment rate, weekly earnings, savings rate and consumer sentiment index US inflation, retail sales and GDP Coresight Research growth expectations for US and global retail sectors Other relevant research: Look out for future reports in our Retail 2023 series, publishing over the next two weeks, covering global retail trends, retail technology, China e-commerce and retail in India. 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 DiveNovember 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales Coresight Research December 5, 2022 Reasons to ReadThe Coresight Research monthly US Housing Market Indicators report analyzes ten indicators to assess the health of the US housing market, with implications for home and home-improvement retailers. The most recent data show that all home sales continue to decline. Data in this report include: US housing permits, starts and completions for October 2021–October 2022 US existing home sales for October 2021–October 2022 US pending home sales index for October 2021–October 2022, overall and by region US new home sales and year-over-year change for October 2021–October 2022 US housing affordability index for September 2021–September 2022 Companies mentioned in this report are: Floor and Decor, Home Depot Other relevant research: The previous Housing Market Indicators report for October 2022 Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail Read our complete coverage of the home and home-improvement sector. View our full collection of monthly reports that keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: The Health of the US Consumer Economy Deteriorates Amid the Holiday Season Coresight Research December 4, 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 health of the US consumer economy amid the holiday season. This report is available for free and can be accessed by registering for a free account. This document was generated for
Deep DiveUS Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth Opportunity Coresight Research December 2, 2022 Reasons to ReadWe analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, the competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles. Data in this report include: US women’s extended-size apparel market size, 2019–2023 Year-over-year changes in consumer price index for women’s apparel for all urban customers, seasonally adjusted, January 2019–September 2022 US women classification by body mass index as percentage of population, 2017–2018 (latest available data) Major extended-size brands and retailers Major brand and retailer extended-size developments, November 2021–October 2022 Companies mentioned in this report include: Foot Locker, Gap Inc., Levi’s, Macy’s, Target, Walmart Other relevant research: US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion Market US Women’s Underwear Market: The Future Is Shapewear, Sports and Teens 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 ReportSupply Chain Briefing: Made.com Collapses in the UK; US Supply Bottlenecks Ease Coresight Research December 2, 2022 Reasons to ReadIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore Made.com’s collapse, US bottlenecks easing and China’s Zero-Covid policy. Data in this report include: Made.com’s key costs and inventory levels before its collapse into administration US monthly retail import volume in 20-foot equivalent units Average container dwell times for US rail cargo Companies mentioned in this report include: Apple, Foxconn, Interparfums, Made.com and Next Other relevant research: The last entry in the Coresight Research Supply Chain Briefing series, which covers labor strikes in the US and the growing European energy crisis China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism Event All coverage of the retail supply chain 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 48: UK Store Closures Fall 60% Coresight Research December 2, 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: Aldi, Boyes, Canada Goose, Dick’s Sporting Goods and Dunham Sports Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 47: US Closures Halve US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet 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 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
Insight ReportUS Apparel and Beauty Spending Tracker: October 2022 Clothing and Footwear Spending Growth Slows Coresight Research December 2, 2022 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from October 2022, showing that clothing and footwear spending increased by 2.5% year over year. Data in this report include: US consumer spending on clothing and footwear year-over-year percentage change, October 2021–October 2022 US consumer spending on clothing by category year-over-year percentage change, October 2021–October 2022 US consumer spending on footwear year-over-year percentage change, October 2021–October 2022 US consumer spending on selected beauty categories year-over-year percentage change, October 2021–October 2022 Other relevant research: The previous US Apparel and Beauty Spending Tracker, with September 2022 data The Coresight Research monthly reports collection Coresight Research coverage of the apparel and footwear market 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 GraphicCoresight Bites: Apparel Specialty Retail Outlook—the US, the UK and China Coresight Research December 1, 2022 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights into apparel specialty retail in the US, the UK and China. Subscribers can access the full research here. To find out how to subscribe, click here. We expect that estimated growth rates in the US and the UK will belie deeper real-terms sales declines due to continued elevated levels of inflation in the first half of 2023. Click the image below to read our full Market Outlook. Access all our coverage of apparel specialty retailers. This document was generated for
Store TrackerUS Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space Coresight Research December 1, 2022 Reasons to ReadThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021. Data in this report are: Year-to-date announced US store closures and openings estimates for 2022, by retailer Year-to-date announced 2022 US store closures and openings estimates in gross square feet, by retailer US announced store closures and openings: week-by-week comparison of 2022 versus 2021 Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Best Buy, Carter’s and Crocs Other relevant research: 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 and monthly US Store Tracker Extra reports 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—click here to view. 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
