Insight ReportCountdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season Coresight Research October 31, 2022 Reasons to ReadMany retailers placed larger inventory orders well in advance of the fourth quarter this year, learning from last year’s crunch when they were running out of stock and out of time amid the peak holiday shopping season. 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 year. Data in this report are: US inventory-to-sales ratios Retailers’ recent commentary regarding inventory levels Companies mentioned in this report are: Costco, Levi’s, NIKE, Skechers, Tractor Supply, VF Corporation Other relevant research: 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly 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
Insight ReportSeptember 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 5.7% Coresight Research October 31, 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. September’s 2022 data shows traffic grew 5.7% 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
Analyst CornerWeinswig’s Weekly: As the Holidays Approach, US Consumers Continue To Spend and Are Venturing Out to Stores and Malls Coresight Research October 30, 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’s note “From the Desk of Deborah Weinswig” discusses consumer spending ahead of the holidays amid a high retail inflation rate. Each report also includes recent retail and technology headlines from Asia, Europe and the US. This report is available for free and can be accessed by registering for a free account. This document was generated for
Event CoverageLVMH’s Louis Vuitton: 200 Trunks Exhibition—Reviving Madison Avenue Amid the Holiday Shopping Season Coresight Research October 28, 2022 Reasons to ReadLVMH opened the “Louis Vuitton: 200 Trunks, 200 Visionaries: The Exhibition” in New York City in October. The exhibit celebrates the creator of the Louis Vuitton and the brand itself, while enhancing his namesake brand’s cultural relevancy, leveraging localization and boosting holiday retail sales. In this report, we present insights from our visits to the exhibit. For more on LVMH, Louis Vuitton’s owner, read our company profile. Click here for our coverage of physical 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 43: UK Closures Fall by Two-Thirds Coresight Research October 28, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover: A week-by-week comparison of store openings and closures in the US and UK in year-to-date 2022 What is happening in retail in the US and UK this week 2021 and year-to-date 2022 major US and UK store openings, store closures and bankruptcies This week, there are highlights from Clarks, Walmart and VF Corporation, among others, in the US and Co-op, Decathlon and Paperchase, among others, in the UK. Click here to view our 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
Free Data GraphicThree Things You Need To Know: Market Outlook—US Retail REITs Coresight Research October 27, 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. Retail real estate investment trusts (REITs) have started to recover from the pandemic, but many have yet to return to their healthier, pre-pandemic conditions. In our Market Outlook on US retail REITs, we present key market factors and discuss the competitive landscape and themes we are watching in the space in 2023 and beyond. Click the image to read more about the topic. This document was generated for
Insight ReportGlobal Vegan Apparel and Footwear Market: New Opportunities for Brands and Retailers Coresight Research October 27, 2022 Reasons to ReadWe analyze the growth of the global vegan apparel and footwear market. Our research analyzes: Market sizes for faux fur apparel and footwear as well as non-animal leather apparel and footwear Headwinds and tailwinds for the vegan market The competitive landscape Themes we are watching Read our complete coverage of sustainability. 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 CoverageOracle Financial Analyst Meeting 2022: Using Automation To Solve Complex Challenges in Industry Verticals Coresight Research October 27, 2022 Reasons to ReadThe Coresight Research team attended Oracle’s Financial Analyst Meeting on October 20, 2022. We present insights from the event, covering the company’s financial goals as well as its focus on bringing cloud-based automation to meet challenges in several industry verticals, including retail. Read more of Coresight Research’s coverage of Oracle including its Coresight 100 profile. 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 ReportSeptember 2022 China Retail Sales: Total Growth Slows Despite Most Sectors Reporting Positive Results Coresight Research October 27, 2022 Reasons to ReadIn September, China’s year-over-year sales increased by 3%. We review monthly data for retail sales in China in total and by sector, including the following: Retail sales growth over the last 13 months Retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months Growth in online retail sales 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
Insight ReportMapping the Albertsons-Kroger Merger: Assessing Overlap and Opportunities Coresight Research October 27, 2022 Reasons to ReadOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. We analyze and map how Albertsons’ and Kroger’s store distribution and overall numbers may change due to their potential merger, as there is some overlap between the two companies’ retail footprints. 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 CPG Sales Tracker: Online CPG Growth Remains Above 25% Despite Deceleration Coresight Research October 26, 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 September 4, 2022, across the following metrics: Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales Online sales growth by category type Breakdown of online sales by category Online sales growth of food & beverage departments Online sales growth of nonfood departments such as beauty and homecare Click here to read more reports in our US CPG Sales Tracker series. This document was generated for
Deep DiveUS Consumer Tracker: Shoppers Moderate Their Responses to Inflation Coresight Research October 26, 2022 Reasons to ReadCoresight Research’s October 17, 2022, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. This week’s US Consumer Tracker covers the following: Consumers’ awareness of and plans to change their behavior in response to inflation What consumers are doing and where they are going—including avoidance of public places Which retailers consumers are buying from—for food and nonfood purchases What shoppers are buying online and in-store Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection 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
Free Data GraphicHoliday Bites: Halloween 2022—US Consumers Restrict Spending Amid Inflation Coresight Research October 26, 2022 A Coresight Research survey conducted on October 10, 2022, found that 40% of US consumers plan to spend less on Halloween than they did last year. As consumers feel the impact of continuing strong inflation, relatively strong dollar sales are likely to belie disappointing unit sales this Halloween—and for the overall holiday season. Read Coresight Research’s US Consumer Tracker report for more analysis of consumers’ spending plans for Halloween this year. This document was generated for
Event CoverageAdobe Financial Analyst Meeting 2022: Digital Media and Experiences Lead the Way Coresight Research October 26, 2022 Reasons to ReadThe Coresight Research team attended Adobe’s Financial Analyst Meeting on October 18, 2022. We present insights from the event, covering the company’s revenue expectations, developments in digital media and the benefits of the Figma acquisition. Read more of Coresight Research’s coverage of Adobe including its Coresight 100 profile. 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 DiveHead-to-Head in UK Apparel Retailing: Marks & Spencer vs. Next Coresight Research October 26, 2022 Reasons to ReadMarks and Spencer (M&S) and Next are two of the leading UK apparel retailers. In this Head-to-Head report, we provide key comparative insights about the companies’ revenue, operating margins, shopper profiles, strategies and acquisitions. Learn more about M&S in our Investor Day report. Read Coresight Research’s complete Head-to-Head series. Contents (Click to navigate) Introduction What’s the Story? Why It Matters Marks & Spencer vs. Next: Coresight Research Analysis Business Overview Revenue Operating Margins Customer Profiles and Pricing and Promotion Strategies Changing Course of Distribution: Shrinking Store Estates and Switching Focus to E-commerce Key Business Expansion Strategies 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
