Reasons to Read

Reliance Industries and Tata Group are two of the biggest conglomerates in India. As part of our Head-to-Head series, we provide key insights into their retail and consumer businesses, including their performances, business strategies, operating margins, brand portfolios and sustainability initiatives.

For more on Reliance Industries, see our company profile on the conglomerate’s retail arm, Reliance Retail Ventures; meanwhile, for more on Tata Group, read our report on the company’s super app, Tata Neu, part of our India Retail Insight series.

Read the previous report in our Head-to-Head series on department store retailing, comparing Kohl’s and Macy’s.

Contents (Click to navigate)

Introduction

Reliance vs. Tata: Coresight Research Analysis

  1. Business Overview
  2. Revenue Growth and Performance
  3. Business Coverage—Retail and Consumer
  4. Growth Strategies
  5. E-Commerce and Digital Initiatives
  6. Sustainability Initiatives
  7. Recent Acquisitions by Reliance and Tata

What We Think

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Reasons to Read

Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2022 versus the comparable period in 2021.

Year-to-date data in this report are as of July 29, 2022 (corresponding to week 30 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2021 (the four weeks ended June 25, 2021).

  • 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.
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Reasons to Read

The 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 July 10, 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.

Reasons to Read

Amazon India held its sixth annual Prime Day shopping festival on July 23–24, 2022. We present key insights and trends from the event, covering the following:

  • Customers shopped at more sellers this year and many merchants recorded sales
  • Prominently shopped categories during Prime Day 2022
  • The effect Prime Day had on Amazon India’s member base
  • The indications the event provided the company, setting the stage for upcoming shopping events and holiday sales

Click here to read more about Amazon’s Prime Day in 2022 and previous years.

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Reasons to Read

The US fashion rental market is booming in 2022. We analyze the market and provide insights on:

  • Market size
  • The return of demand for occasion wear
  • The proliferation and expansion of fashion rental platforms
  • Five rental business models
  • Profitability

Contents (Click to navigate)

Introduction

US Fashion Rental Market: Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

What We Think

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Reasons to Read

High inflation in Europe is leading apparel retailers to adopt new strategies to combat rising costs. Our report analyzes:

  • Leading cost pressures for apparel retailers in the Eurozone and UK
  • Apparel and footwear specialty retailers’ strategies to combat inflation, including H&M, Inditex, JD Sports, Next and Primark
  • Apparel e-commerce platforms’ approaches to higher costs, including ASOS, Boohoo and Zalando
  • Gross margin metrics

Read our apparel inflation report, published in May 2022, which discusses how US apparel brands and retailers are addressing inflation costs and our retail inflation report, which analyzes US retailers’ (across sectors) strategies in light of rising costs due to inflation, published in June 2022.

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report second-quarter 2022 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended July 31, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear Company, Deckers Outdoor Corporation, Levi Strauss & Co, Skechers and VF Corporation), CPG (Kimberly-Clark Corporation), drugstore retailers (Walgreens Boots Alliance), e-commerce (Amazon), food retailers (Albertsons Companies) and home and home-improvement retailers (Tractor Supply Company).

Click here to read our US Earnings Season Wrap-Up of the first quarter of fiscal 2022.

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Reasons to Read

Coresight Research’s July 25, 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:

  • What consumers are doing and where they are going—including avoidance of public places
  • What shoppers are buying online and in-store
  • Which retailers consumers are buying from—for food and nonfood purchases
  • How consumers are changing their behaviors in response to inflation

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.

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Reasons to Read

In this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. 

Read our 2022 US online grocery survey and learn about online competition among Australia’s grocery retailers.

Click here for all Coresight Research coverage of grocery retailers.

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

US Online Grocery Market Performance and Outlook

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings.

This graphic presents selected insights from our Playbook on beauty in the metaverse, which explores key ways in which beauty brands and retailers can begin participating in the virtual world.

Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

The Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends.

Coresight Research has identified the expanding metaverse as a key trend to watch in retail and a component trend of Coresight Research’s RESET framework for change.

Click the image to read more about the topic.

Reasons to Read

The 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 June 2022, which increased 1.5% year over year.

We discuss changes in US consumer spending, year over year across the following sectors:

  • Footwear
  • Clothing, comprising the subcategories of children’s, women’s and men’s clothing
  • Selected beauty categories

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.

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Reasons to Read

In 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” introduces Coresight Research’s new 3×3 Framework, presenting nine new retail opportunities.

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.

Reasons to Read

Oracle Retail held its annual Cross Talk event in Dallas, Texas, on June 15‒17, 2022, hosting company executives, retailers and industry analysts. The company unveiled powerful new retail technology, with a focus on common data and extensibility. We present insights on the Platform for Modern Retail from the event.

Click here to read more Coresight Research coverage of retail technology.

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Reasons to Read

Our 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 Amazon, Burberry, Carhartt and Conn’s HomePlus, among others, in the US and Company Shop, Co-op, Saltrock and Skechers, 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.

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Reasons to Read

Our Economic Update discusses macroeconomic indicators from the US. In this report, we look at newly released economic data for the second quarter of 2022, covering GDP and personal consumption expenditure. We analyze correlations between US retail sales and macroeconomic indicators.

Read about economic data from the first quarter of 2022 for the US and China in our Quarterly Economic Update report.

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