Reasons to Read

In February 2022, UK retail sales continued to grow year over year while 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
  • Two-year growth rates, in total and by sector
  • 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

We present recent market developments in the metaverse, including key partnerships and investment activity. We also discuss two notable metaverse trends—namely, the development of AR and VR headsets (immersive tech) and the increasing popularity of virtual concerts.

This report is part of our Metaverse Latest series, which provides regular updates on metaverse developments globally, showing how key players and new entrants are seizing opportunities in the space. In this report, we present developments as of March 22, 2022.

Read the previous report in the series, which covers Layer 2 solutions, NFT collections and community experiences.

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

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Reasons to Read

This report offers analysis of the fourth-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss companies across several sectors:

  • Apparel and footwear brand owners—Carter’s, Columbia Sportswear Company, Crocs, Deckers Outdoor Corporation, Gildan Activeware, Guess?, Hanesbrands, Levi Strauss & Co, NIKE, Ralph Lauren, Skechers U.S.A., Under Armor, and V.F. Corporation.
  • Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters
  • Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies
  • Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder, L’Oréal S.A and Ulta Beauty
  • CPG companies—Clorox Company, Colgate-Palmolive Company, Herablife Nutrition, Kimberly-Clark Corporation, and Procter & Gamble Company
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • E-commerce platforms—Alibaba, Amazon, JD.com and Qurate Retail
  • Electronics retailers—Best Buy
  • Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, and Dollar Tree
  • Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance
  • Food, drug and mass retailers (food retailers)—Albertsons Companies, Kroger, and Sprouts Farmers Market
  • Food, drug and mass retailers (mass merchandisers)—Target and Walmart
  • Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco
  • Home and home-improvement retailers—Floor & Décor Holdings, Home Depot, Lowe’s, Tractor Supply Company, Wayfair and Williams-Sonoma
  • Jewelry Retailers—Signet Jewelers Limited
  • Luxury companies—Capri Holdings and Tapestry
  • Pet care retailers—Petco Health and Wellness Company

Click here to read the 3Q21 US Earnings Season Wrap-Up.

Contents (Click to navigate)

Introduction

Apparel and Footwear Brand Owners

Apparel Specialty Retailers

Off-Price Retailers

Beauty Brands and Retailers

CPG

Department Stores

E-Commerce Platforms

Electronics Retailers

Food, Drug and Mass Retailers: Discount Stores

Food, Drug and Mass Retailers: Drugstores

Food, Drug and Mass Retailers: Food Retailers

Food, Drug and Mass Retailers: Mass Merchandisers

Food, Drug and Mass Retailers: Warehouse Clubs

Home and Home-Improvement Retailers

Jewelry Retailers

Luxury Companies

Pet Care Retailers

Looking Forward

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Reasons to Read

Based on a proprietary survey of large US-based retailers conducted in February 2022, we explore the use of in-store video analytics, AI and computer vision in US retail.

We present our key findings in a free infographic, sponsored by Sensormatic.

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Reasons to Read

Livestreaming works across all of retail and provides a unique way for brands and retailers to interact with consumers to drive sales.

March 28, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, presented at Shoptalk 2022 on the topic of livestreaming e-commerce. In this presentation, we explore the shoppable-video opportunity for brands and retailers, covering key survey findings and strategies by notable companies.

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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 varied investment interests in US department store Kohl’s.

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

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will moderate and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we profiled each of the participating innovators. Click here to read those profiles and more innovator research.

In this free report, we preview the pitch competition, covering its format and the judging panel as well as a profile for each participating startup.

We also provide details of the three panel discussions in which Coresight Research will participate at Shoptalk 2022.

Look out for our insights from Shoptalk 2022—we will provide daily coverage to keep you up to date with the trending topics and key business takeaways.

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Reasons to Read

Substantial shifts in consumer preferences, the e-commerce surge and rising inflation amid the Covid-19 pandemic have added to the ever-growing complexity of planning and forecasting for brands and retailers. We explore the current state of planning and forecasting processes in retail, including the impacts of the Covid-19 pandemic, leveraging proprietary survey findings.

We present three key strategies for businesses to succeed in a volatile environment, focusing on the use of external economic data, investments and planning systems.

This free report is sponsored by Prevedere, an intelligent forecasting and predictive analytics solutions provider.

Click here to read more Innovator Research from Coresight Research.

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we are profiling the participating innovators. In this free report, we present Calico, a retail-technology software-as-a-service (Saas) company whose smart production management platform helps direct-to-consumer (DTC) brands streamline the supply chain management process.

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.

Click here to read more innovator research (including Innovator Profile reports) from Coresight Research.

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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 Boot Barn, Dillard’s and Whole Foods Market in the US and Adidas, Peacocks and River Island in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Designer Brands, Dollar General, GameStop, Guess?, J.Jill, Kirkland’s, Shoe Carnival, Signet Jewelers, Warby Parker and Williams-Sonoma.

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. Click here to view.

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we are profiling the participating innovators. In this free report, we present Glimpse, a retail-technology company that enables brands and retailers to create immersive product trial experiences through collaborations with short-term rentals.

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.

Click here to read more innovator research (including Innovator Profile reports) from Coresight Research.

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Reasons to Read

Coresight Research attended MarketingPulse and EtailingPulse 2022, a virtual forum held on March 16–17, 2022. The event brought together more than 60 marketing executives, brand representatives, advertising elites and e-commerce experts globally.

We present our key insights on the latest global trends in marketing and e-commerce, with a focus on the following:

  • Retailers’ approaches to entering the metaverse
  • New consumer behavior in China
  • Strategies for deploying influencers

Read more about the intersection of retail and the metaverse in our new Metaverse Latest series.

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Reasons to Read

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

Beauty has traditionally focused on young, Caucasian women, but there are opportunities for the beauty sector to serve underrepresented consumers from diverse races and ethnicities. As part of our coverage of the inclusive beauty retail landscape, we examine how brands and retailers are incorporating diversity into their strategic goals and the trends driving the race-inclusive movement in beauty.

Read the first report in our Inclusive Beauty series, on the male cosmetics sector. Look out for the next report, which will cover opportunities for beauty brands and retailers to reach consumers of diverse ages.

For more on inclusivity in retail, read our separate report.

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we are profiling the participating innovators. In this free report, we present Niftmint, a retail-technology company operating at the intersection of commerce and blockchain technology through NFTs (non-fungible tokens).

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.

Read more about NFTs in Coresight Research’s first Building Blocks of the Metaverse report.

Click here to read more innovator research (including Innovator Profile reports) from Coresight Research.

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

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Reasons to Read

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

Inclusivity is influencing long-term change within the retail industry, driving billion-dollar growth in multiple product categories, including beauty for all ages, races and genders. As part of our coverage of the inclusive beauty retail landscape, we explore five key market drivers and notable brand launches in the male cosmetics sector.

Look out for the next reports in our Inclusive Beauty series, covering opportunities in beauty to reach consumers of diverse races and ages.

For more on inclusivity in retail, read our separate report.

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