Insight ReportEarnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline Coresight Research May 25, 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 first-quarter 2022 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the first 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 May 22, 2022, across multiple sectors: apparel and footwear (Deckers Outdoor), beauty brands and retailers (Bath & Body Works), department stores (Kohl’s), e-commerce (JD.com), home and home-improvement retailers (The Home Depot), mass merchandisers (Target), off-price retailers (TJX Companies) and warehouse clubs (BJ’s). Click here to read Week 3 of the Earnings Insight 1Q22 series. 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 DiveThe Rise of Experiential Retail in India: Driving Consumer Engagement in Physical Stores Coresight Research May 25, 2022 Reasons to ReadBrick-and-mortar stores should turn to experiential retail—leveraging technologies, in-store events, immersive experiences, unique services and store associates—to bring shoppers back to stores and increase consumer engagement. In this report, we look at the rise of experiential retail in India, with examples of recent experiential retail store launches in the country. We include highlights from Adidas, Amazon India, Levi’s, MyGlamm, Myntra, Puma India and more. For more on retail in India, click here to read the latest report in our India Retail Insights series, which explores the super-app ecosystem. Contents (Click to navigate) Introduction What’s the Story? Why It Matters The Rise of Experiential Retail in India: Coresight Research Analysis How Different Is Experiential Retail from Traditional Retail? Why Should Retailers Invest in Experiential Retail? How Should Retailers Invest in Experiential Retail? Flagship and Experiential Stores Recently Launched in India 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
Deep DiveThe Evolution of Retail Media: Five Trends To Watch Coresight Research May 25, 2022 Reasons to ReadFaced with ever-increasing competition and the slimmer margins that tend to come with expanded online sales, more retailers are turning to retail media (i.e., retail advertising) to capitalize on burgeoning shopper data and create new revenue streams. We discuss the key drivers fueling the growth of the retail media industry and identify five key trends that we will watch in 2022 and beyond. Our analysis and insights cover the following: Retail media networks The value of strategic partnerships Personalized promotions In-store digital advertising This free report is sponsored by NielsenIQ, a provider of omnichannel measurements. We detail the company and its Retail Media Intelligence platform, Activate, in this report. Click here to read more Innovator Research from Coresight Research. This document was generated for
Free Data GraphicThree Things You Need To Know: Think Tank—US Loyalty Programs Coresight Research May 24, 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. Loyalty programs, which recognize and reward customers who frequently engage with a brand or retailer, are a retail-adjacent opportunity. Coresight Research has identified retail-adjacent opportunities 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. This document was generated for
Insight ReportMay 2022 Monthly Consumer Update: US, UK and China Coresight Research May 24, 2022 Reasons to ReadWe examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators: Earnings versus inflation Food and fuel prices 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. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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: In-Store Spending Falters as Avoidance Rises Once More Coresight Research May 24, 2022 Reasons to ReadCoresight Research’s May 16, 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 shoppers are buying online and in-store 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 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
Event PresentationUli Asia Panel: How Physical Retail Space and the Metaverse Will Complement Each Other Coresight Research May 24, 2022 Reasons to ReadDeborah Weinswig, CEO and Founder of Coresight Research presents on How Physical Retail Space and the Metaverse Will Complement Each Other 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—US and UK Revivals To Outpace Lockdown-Hit China Coresight Research May 23, 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. Apparel and footwear specialty retail is making a comeback in the US and UK, while China has been hit by lockdowns. Click the image below to read our Market Outlook, which discusses the performance of, and outlook for, the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, opportunities arising from three key apparel and footwear specialty retail trends and notable retail innovators in the space. This document was generated for
Deep DiveHead-to-Head in European Online Apparel Retailing: ASOS vs. Zalando Coresight Research May 23, 2022 Reasons to ReadASOS and Zalando are heavyweights in European online apparel retailing. As part of our Head-to-Head series, we profile the two companies, analyzing seven key aspects of their businesses. Our analysis includes the following: Business models, fast-fashion positioning and pricing strategies Financial metrics Shopper profiles Automation and data-driven strategies Strategic partnerships Sustainability initiatives Read our Market Outlook on the global fast-fashion market. Access more of our apparel coverage here. Read our previous report in the series, Head-to-Head in the US Women’s Underwear Market: Aerie vs. Victoria’s Secret. Contents (Click to navigate) Introduction ASOS vs. Zalando: Coresight Research Analysis Business Overview 1. Business Models—Shift Toward Becoming Fashion Marketplaces 2. Fast-Fashion Positioning and Pricing Strategies 3. Financial Metrics: Revenue, Operating Margins, Marketing and Fulfillment Rates 4. Customer Profiles 5. Automation and Data-Driven Inventory Management and Personalization 6. Key Strategic Partnerships 7. Sustainability 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
Insight ReportAre NFTs a Game Changer in Retail Supply Chains? Coresight Research May 23, 2022 Reasons to ReadAlthough the metaverse is expanding exponentially, with non-fungible tokens (NFTs) and blockchain technology making further inroads into retail, the NFT technology within retail supply chains is still nascent. In this report, we discuss how NFTs can improve supply chain traceability, enhance authentication and boost security. We also cover key impacts of NFT technology, including driving wider adoption of blockchain technology in retail and supporting the growing resale and rental markets. Read more on blockchain, NFTs and 5G technology. Click here for all reports under Coresight Research’s extensive metaverse coverage. 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 ReportApril 2022 UK Retail Sales: Sales Volumes Continue Shrinking with Rising Inflation Coresight Research May 23, 2022 Reasons to ReadIn April 2022, UK retail sales continued to grow year over year in value while declining in volume. Factoring in inflation, retail sales actually declined. Online sales decreased 10% year over year. We review monthly data for UK retail in total and by sector, covering the following: The trend in total value and volume retail sales growth over the last 13 months Value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months Growth in online retail sales, by major sector A Covid-19 lockdown timeline 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
Event PresentationThe Convergence of Physical and Virtual Retail in the Metaverse Era Coresight Research May 22, 2022 Reasons to ReadOn May 22, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, presented in a session hosted by Placer.ai at ICSC 2022 Las Vegas. In this presentation, we discuss six ways in which the metaverse and the physical world will work in tandem, covering the following key topics: Augmented reality (AR) technology Demand for virtual land 3D gaming NFTs (non-fungible tokens) and other digital assets Immersive technologies Livestreaming Click here to read 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
Analyst CornerWeinswig’s Weekly: Are the Wheels Coming Off Big Tech? Coresight Research May 22, 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 the latest in the world of big tech. 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 20: US Store Closures Down by Two-Thirds Year over Year Coresight Research May 20, 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 Ahold Delhaize, Best Buy and Cotton On in the US and Angling Direct, Dune London and The Food Warehouse in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Alhold Delhaize, Dillard’s, Fossil Group, Herman Miller, The Home Depot, Tapestry and Walmart. 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
Deep DiveMarket Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit China Coresight Research May 20, 2022 Reasons to ReadApparel specialty retail is making a comeback in the US and UK, while China has been hit by lockdowns. In this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, opportunities arising from three key apparel and footwear specialty retail trends and notable retail innovators in the space. Read our US Apparel and Footwear Retailing Market Outlook for more coverage of the US and see our coverage of apparel specialty and off-price sectors here. Contents (Click to navigate) Introduction Market Performance and Outlook Market Factors Online Sector Sales Competitive Landscape Themes We Are Watching Retail Innovators What We Think Appendix: Ranking Apparel and Footwear Retailers by Store Numbers 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
