Reasons to Read

The US beauty market is poised for growth driven by clean beauty and premiumization. This Market Outlook provides the following information:

  • Leading growth drivers of the beauty market
  • Revenue of top US beauty retailers and companies
  • Themes we are watching, including mergers and acquisitions, science-based brands and wellness

For more on beauty retail, read our separate reports on beauty at US department stores and DNVBs in the beauty market.


Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Reasons to Read

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

In this free report, we profile Switcher Studio, a mobile video-creation solution provider that enables brands and retailers to implement live selling and create a new sales channel for their products.

Coresight Research collaborated with Switcher Studio to offer insights into the company’s business model and offerings.

Click here to read all reports in our Innovator Profile series.

This report is available for free and can be accessed by registering for a free account.

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.

In the heavily crowded and fragmented US grocery market, regional grocers are facing increasing challenges. As the US grocery sector consolidates and digitalizes, some regional chains are poised to keep performing strongly—while less differentiated, smaller chains may find it difficult to survive.

Read our recent report on how US consumers are shopping for groceries and learn more about the market’s growth prospects in our 2022 US grocery Market Outlook.

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Reasons to Read

Lululemon Athletica held its Analyst Day on April 20, 2022 in New York City. We present insights from the event, covering the company’s strategic plans for growth as well as its financial outlook. We cover the following key topics:

  • Expectations for doubling revenue by 2026
  • Plans to quadruple international business, focusing on China expansion
  • Aims to double its men’s business and e-commerce
  • Emphasis on sustainability

Click here for more Coresight Research coverage of Lululemon Athletica.

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Reasons to Read

We 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.

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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.

  • Almost one-third of consumers have watched a shoppable livestream. The 25–34 age group saw the highest proportions of consumers report that they have made purchases via shoppable livestreams.
  • The 35–44 age group saw the highest year-over-year growth in livestream purchases.

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Reasons to Read

Coresight Research’s April 18, 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.

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Reasons to Read

Immersive technologies (augmented, virtual and extended reality) and accompanying hardware and software are key for providing engaging, 3D experiences in the metaverse.

This report is part of our Building Blocks of the Metaverse series, which presents insights into the core technological components of the retail metaverse, including important details for retailers to know in establishing a presence and operating in the virtual space.

Read the previous report in the series on blockchain.

Click here to read more Coresight Research coverage of the metaverse.

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After two years of pandemic-induced upheaval, shoppers and retailers are now grappling with decades-high inflation. Leveraging proprietary survey data, we discuss changing consumer habits and preferences amid the recent inflationary surge and analyze consumer expectations around spending.

Our analysis and insights cover the following: 

  • Consumers’ perceptions of, and reactions to, rising inflation
  • Consumers’ new priorities when spending, by product category
  • Consumer interest in alternative payment options such as BNPL (buy now, pay later)

This free report is sponsored by BNPL provider Afterpay.

Click here to read more Innovator Research from Coresight Research. 

Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form.


Contents (Click to navigate)

Introduction

The Inflation Pressure Cooker: Coresight Research x Afterpay Analysis

1. Consumers Are Taking Measures To Deal with Rising Inflation

2. Consumers Showcase Value-First Behavior When Spending

3. Consumers Have a Positive Spending Outlook Despite Inflationary Pressure

4. Alternative Payment Methods Show Promise

5. The Pandemic and Inflation Have Increased BNPL Adoption

6. BNPL Is Primed for Further Adoption, Driven by Younger Generations

What We Think

Methodology

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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” discusses the path ahead for personalization in retail.

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

In March 2022, UK retail sales continued to grow year over year in value while declining in volume. Online sales experienced a record-level drop.

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.

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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 March 20, 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 report is available for free and can be accessed by registering for a free account.

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 Uniqlo, Walmart and West Elm in the US and Dunelm, Sweaty Betty and Tesco in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Bed Bath & Beyond and Build-A-Bear Workshop.

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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We present our top insights from our recent webinar in partnership with Alibaba, How Are Chinese Consumers Embracing Sustainability?

We cover China’s national sustainability goals, Chinese consumers’ attitudes to sustainability and opportunities to drive growth.

This report is available for free and can be accessed by registering for a free account.

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.

  • Our survey on March 1, 2022, found that around 11% of respondents purchased clothing from Victoria’s Secret in the past 12 months versus some 5% who said that they purchased from Aerie.
  • As of 2021, Victoria’s Secret accounts for more than 25% of the fragmented US women’s underwear market, while Aerie’s share is less than half of its competitor’s. Although Aerie is behind Victoria’s Secret brand in terms of total revenues, the former is quickly gaining market share.

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