Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With grocery prices rising, we examine changing consumer behavior and major food retailers’ shopper profiles by income.

We assess emerging trends in the following key areas:

  • Consumers’ perceptions of inflation by income band
  • Consumers’ changes of behavior in response to inflation by income band
  • Where consumers shop by income band
  • Average number of retailers consumers shop at

Click here to view our full collection of US Consumer Tracker weekly survey reports.

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.

Read more on the sector in our separate 2022 US Grocery Market Outlook and 10 Trends in US Grocery reports.

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Reasons to Read

The Coresight Research team is attending and participating in World Retail Congress 2022 in Rome, Italy, from April 5 to 7. In this report, we present our top insights from day one of the event on April 5, 2022.

We cover macroeconomic impacts on retail, sustainability in fast fashion and Walgreens’ wellness plans, as well as insights from Whole Foods’ former Co-CEO Walter Robb and retail legend Ron Johnson.

For more insights from World Retail Congress 2022 look out for our reports in the coming days.

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Reasons to Read

Ross Stores and TJX Marmaxx are the two largest players in the US off-price sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, store fleets, supply chain capabilities and more.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Ross Stores vs. TJX Marmaxx: Coresight Research Analysis

Business Overview

Revenue Growth

Market Share

Store Analysis

Category Analysis

Supply Chain: Buying and Distribution Capabilities

Inventory Turnover

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 April 1, 2022 (corresponding to week 13 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2021 (the four weeks ended February 26, 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

We examine the US apparel and footwear market for 2022 and beyond, providing growth rates, a competitive landscape analysis and information about six key themes including:

  • Factors that impact gross margins
  • Supply chain agility improvements
  • Metaverse
  • Sustainability
  • Physical store innovations
  • Alternative selling models

Find our coverage of US children’s apparel and footwear retailing here. Read our US e-commerce outlook for apparel and footwear here.

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

On April 6, 2022, Coresight Research presented at World Retail Congress on the topic of the metaverse in retail.

In this presentation, we present 10 things that retailers need to know about the metaverse, covering demand for virtual land, immersive experiences, cryptocurrencies, NFTs, sustainability and more.

Read more Coresight Research coverage of World Retail Congress 2022.

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

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Reasons to Read

As part of our India Retail Insights series, we examine supply chain woes impacting retail—primarily caused by the Covid-19 pandemic and the Russia-Ukraine war—and discuss how retailers can protect supply chains against future disruption.

We cover the following key topics:

  • India’s overall retail sales
  • Impacts by retail sector—across apparel, consumer electronics, CPG and furniture
  • Causes of disruption for retailers
  • Disruptions impacting the consumer—including inflation
  • Strategies for retailers and India more broadly to address supply chain disruption

Read the previous report in our India Retail Insights series, which presents highlights from India’s Union Budget 2022 and the implications for the country’s retail industry and associated sectors.

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Reasons to Read

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among US retailers listed in the Coresight 100.

In this report, we look at the inventory levels of various retailers in 4Q21 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters
  • Beauty retail—Bath & Body Works and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • Discount stores—Big Lots, Dollar General and Dollar Tree
  • Drugstores—CVS Health and Walgreen Boots Alliance
  • Electronics retail—Best Buy
  • Food and grocery retail—Kroger
  • Home and home-improvement retail—Home Depot, Lowe’s, Tractor Supply Company, Wayfair and Williams-Sonoma
  • Luxury retail—Capri Holdings and Tapestry
  • Mass merchandisers—Target and Walmart
  • Off-price retail—Burlington Stores, Ross Stores and The TJX Companies
  • Warehouse clubs—BJ’s Wholesale Club and Costco

Click here to read the previous report in the series, which looks at 3Q21.

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Reasons to Read

We examine three key trends in the US retail foodservice space, which has seen significant shifts due to the pandemic. We discuss how grocery retailers can tap ghost kitchens, meal kits and deli departments to boost sales.

Click here to read our Market Outlook for US grocery retail in 2022.

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Reasons to Read

Coresight Research’s March 28, 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:

  • Easter spending and activity expectations
  • 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

The blockchain is a system in which a shared record of transactions made in cryptocurrencies is maintained across several computers working together to form a decentralized peer-to-peer network.

In this report, we discuss how the blockchain forms the basis of the metaverse, explore the history and technological infrastructure of blockchains, and detail what brands and retailers should know.

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 first report in the series, on NFTs (non-fungible tokens).

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

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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.

The e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. In our E-Commerce Outlook, we examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.

Click the image to read more about the topic.

Reasons to Read

Pandemic-led lockdowns and ensuing factory shutdowns, widely documented port congestion and sky-rocketing inflation have revived the debate around reshoring sourcing and manufacturing to the US.

We discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US.

For more on sourcing, read our report on sustainable supply chains and our latest Supply Chain Briefing.

Read all Coresight Research coverage of supply chains.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Onshoring Retail Sourcing in the US: Coresight Research Analysis

  1. Onshoring Sourcing: Advantages
  2. Onshoring Sourcing: Hand-in-Hand with Local Manufacturing
  3. Onshoring: An Ongoing Process
  4. Nearshoring: An Alternative to Onshoring?

What We Think

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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 Coresight Research’s livestreaming e-commerce presentation at Shoptalk.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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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 strong sales from February 2022.

We discuss changes in US consumer spending, year over year and on a two-year basis, 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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