Event CoverageAlibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term Growth Coresight Research November 9, 2022 Reasons to ReadAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives, including the 11.11 Media Briefing and a livestream event held at Woodbury Commons. Data in this report include: Early viewership estimation for Tmall Global’s 11.11 pop-up studio livestream at Woodbury Commons Alibaba’s forecasts for merchant and consumer participation for Singles’ Day 2022 The size of China’s supplement and pet markets Companies mentioned in this report include: Alibaba, Coach, L’Oréal, NIKE, Mars Wrigley and Procter & Gamble Other relevant research: One Week to Singles’ Day 2022: Platforms Prepare for 11.11 Shopping Festival Amid Economic Uncertainty One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11 Click here to read more about Singles’ Day 2022 as we countdown to the event, as well as Coresight Research’s coverage of past Singles’ Day events Read our company profile for Alibaba 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 31: US Consumer Sentiment, AI Investments and Canada StoresHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsHoliday Bites: Resale Shopping and Secondhand Selling—Data Graphic
Deep DiveSPACs in US Retail Outlook: Opportunities Remain Despite Challenging Environment Coresight Research November 8, 2022 Reasons to ReadWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. We expect the attractiveness of retail companies as mergers and acquisitions (M&A) targets to remain in 2023 and beyond. Data in this report include: US SPACs: IPO/merger counts and IPO values from 2017 to 2022 YTD as of September 30, 2022 Retail-focused SPAC merger transactions by target industry, January 1–September 30, 2022 Retail-focused post-merger US SPAC performance, 2022 YTD as of September 30, 2022 Active and pre-IPO SPACs targeting retail industries in the US, as of October 10, 2022 Companies mentioned in this report include: Adidas, Estée Lauder, Freightos, Hypebeast, Lanvin Group, Macy’s, NIKE, Perfect Corp., Plastiq, Provident Acquisition Corp., Other relevant research: SPACS in Retail Outlook: Strong Opportunities for Retailers Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACs Playbook: How Retailers Can Capitalize on Venture Capital Funding Opportunities Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 FilingCanada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close StoresWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresCEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic Imperatives
Free Data GraphicHoliday Bites: Holiday-Season Inventory-to-Sales Ratios Lag Pre-Pandemic Levels Coresight Research November 8, 2022 Although US retail inventory-to-sales ratios have increased in 2022, they have yet to match pre-pandemic levels, according to the US Census Bureau. For the holiday season specifically, the average inventory-to-sales ratio was 1.44 in pre-pandemic 2019 and has steadily dropped since. The overall figures conceal that some retailers are inundated with stock due to a gross imbalance in expected demand and delayed receipts of merchandise for prior seasons. As part of our 10-week Countdown to Holiday 2022 series, we assess the impact of the supply chain crisis and excess inventory issues on major US retailers this holiday season. Click the image below to read the full report. This document was generated for Other research you may be interested in:Innovator Profile: Azoma—Optimizing Product Visibility for AI-Driven and Agentic CommerceThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelRetail-Tech Landscape: MarTech
Insight ReportEarnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline Coresight Research November 8, 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 October 6, 2022, across multiple sectors: apparel and footwear brand owners, beauty brands and retailers, CPG, drugstore retailers, food retailers and home and home-improvement 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: Carter’s Inc., The Clorox Company, CVS Health Corporation, The Estée Lauder Companies, Floor & Decor Holdings and Gildan Activewear Other relevant research: Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsCanada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close StoresWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of Bankruptcy
Deep DiveUS Consumer Tracker: Downturn in Purchases Across the Board Coresight Research November 8, 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 analyze how purchases in-store and online have fallen across the board. Data in this report include: What consumers have bought online and in-store in the past two weeks Which retailers consumers purchased food and nonfood products from in the past two weeks Activities consumers have done in the past two weeks Public places consumers are currently avoiding Companies mentioned in this report include: Amazon, Dollar General, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: Read our full series of US Consumer Tracker and US Consumer Tracker Extra reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindPlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer BoomRetail 2025: UK Retail Predictions—Midyear Trends UpdateCEO Brief: Early Holiday 2026 US Retail Expectations
Insight ReportUS CPG Sales Tracker: Online Grocery Sales Jump by One-Quarter Coresight Research November 7, 2022 Reasons to ReadThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended October 2, 2022. Data in this report include: CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth CPG e-commerce sales for the period ended October 2, 2022 E-commerce CPG sales growth by category type Food and beverage departments: e-commerce and total sales growth for the four weeks ended October 2, 2022 Nonfood departments: e-commerce and total sales growth, four weeks ended October 2, 2022 Other relevant research: US CPG Sales Tracker: Online CPG Growth Remains Above 25% Despite Deceleration Click here to read more reports in our US CPG Sales Tracker series Click here to read more of our coverage of the CPG sector 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:August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%CES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social Media2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending
Company ProfileLevi Strauss & Co. (NYSE: LEVI) Company Profile Coresight Research November 7, 2022 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandSector Focus: Off-Price Shopping—Data GraphicHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicHigher-Income Consumers’ Sentiment Improves Significantly; Dining Out and Travel Lead Spending Cutbacks: US Consumer Survey Insights
Deep DiveHead-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’s Coresight Research November 7, 2022 Reasons to ReadHome Depot and Lowe’s are the leading US home-improvement retailers. In this Head-to-Head report, we provide comparative analysis of their financial performance as well as key strategies. Data in this report include: US home-improvement sector size and year-over-year percentage change, 2017–2026 Company overviews of Home Depot and Lowe’s Home Depot and Lowe’s revenue and revenue growth, 2016–2022 Home Depot and Lowe’s revenue by geography, fiscal 2021 Home Depot vs. Lowe’s revenue by product, fiscal 2021 Companies mentioned in this report include: Adobe, Askuity, HD Supply Holdings, Home Depot, Lowe’s Other relevant research: How the US Home and Home-Improvement Market Can Target Millennials Market Outlook: US Home-Improvement Retailing: Personalization and the Resurrection of In-Store Retail Read our complete coverage of home and home-improvement. 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:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsUS Consumer Sentiment Amid the Middle East Energy ShockShoptalk Spring 2026 “Shark Reef” Startup Pitch: Event Format and CompetitorsWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store Count
Insight ReportCountdown to Holiday 2022: US Holiday Hiring—Planned Retail Hiring Slumps Coresight Research November 7, 2022 Reasons to ReadReflecting the weakened trajectory of retail sales, and cycling an exceptionally strong 2021 holiday season, retailers overall this holiday season are adding far fewer temporary workers. As part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will characterize seasonal hiring in retail this year. Data in this report are: Additional holiday labor hired by selected leading retail and logistics companies Selected leading retail and logistics companies’ holiday hiring plans Total retail job openings and retail job openings as a share of total nonfarm US retail employment: share by retail subsectors, 2021 and YTD 2022 Employment growth by subsector Companies mentioned in this report include: Amazon, Kohl’s, Macy’s, Michaels Stores, 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:US CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward EffectMusic Festivals: A Key Opportunity for Retail Brand EngagementEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicAmazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel Retail
Analyst CornerWeinswig’s Weekly: Shoppers Continue To Navigate the Chutes and Ladders of the US Economy Coresight Research November 6, 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 her recent presentation at Retail Innovation Club’s annual event, including how US consumers are navigating a kind of “chutes and ladders” (or snakes and ladders) economy, and our projection for US holiday retail sales. 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:Consumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsAgentic Commerce: Long-Term Impacts of Four Scenarios Under the IMPACT Framework
Deep DiveOctober 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 Levels Coresight Research November 4, 2022 Reasons to ReadThe Coresight Research monthly US Housing Market Indicators report analyzes nine 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 have declined as mortgage rates rise. Data in this report include: US housing permits, starts and completions for September 2021–September 2022 US existing home sales for September 2021–September 2022 US pending home sales index for September 2021–September 2022, overall and by region US new home sales and year-over-year change for September 2021–September 2022 US housing affordability index for August 2021–August 2022 Companies mentioned in this report are: Floor and Decor, Home Depot and Lowe’s Other relevant research: How the US Home and Home-Improvement Market Can Target Millennials Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail 10 Trends in US Furniture and Home-Furnishings Retailing 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 Other research you may be interested in:Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
Insight ReportOne Week to Singles’ Day 2022: Platforms Prepare for 11.11 Shopping Festival Amid Economic Uncertainty Coresight Research November 4, 2022 Reasons to ReadThe 2022 iteration of the world’s largest online shopping festival, Singles’ Day (also known as 11.11), is just one week away. We discuss the major e-commerce and social media platforms participating in this year’s event. Data in this report are: GMV of major platforms during the Singles’ Day 2021 festival Companies mentioned in this report include: Alibaba, Douyin, the Estée Lauder Companies, JD.com and Kuaishou Other relevant research: One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11 Click here to read more about Singles’ Day 2022 as we countdown to the event, as well as Coresight Research’s coverage of past Singles’ Day events Read our company profile for Alibaba Read our company profile for JD.com 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:Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningThree Data Points We’re Watching This Week, Week 8
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% Year over Year Coresight Research November 4, 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: Carter’s, Dollar General, Ross Stores, Skechers and Tesco Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 43: UK Closures Fall by Two-Thirds 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:Analyst Corner: Cutting Through AI News Flood with the Coresight Research AI IMPACT Framework, with Charlie PoonWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresUS Department Stores Show Signs of Improvement: Is the Reset Working?Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional Stores
Company ProfileAdidas AG (DB: ADS) Company Profile Coresight Research November 3, 2022 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicHoliday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicLower-Income Consumers’ Sentiment Improves Significantly; Dining Out and Entertainment Face Spending Cutbacks: US Consumer Survey Insights
Free Data GraphicCoresight Bites: Who Are Dollar-Store Food Shoppers? Coresight Research November 3, 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. In the US, a large proportion of dollar-store food shoppers fall into the middle-income bracket. At Dollar General, consumers with household incomes between $50,000–$99,999 shopped with the retailer for food at a rate less than 6 PPTs lower than their lower-income counterparts. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Profiling Six Artificial Intelligence Startups: AI Showcase InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights
