Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers’ avoidance of public places by region.

We assess emerging trends in the following key areas:  

  • Inflation as measured by CPI and PPI versus rises in average hourly earnings
  • Consumers’ varying avoidance of public places by region in 2022 so far
  • Breakdowns of shoppers by household income at major food and nonfood retailers

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.

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Reasons to Read

Each year, the IRS reports tax return filings and refunds on a weekly basis. This year, the filing deadline is on April 18. We look at what has happened in the 2022 tax filing season so far, as of February 25, 2022.

This report covers the following:

  • Number of returns filed and processed, and total and average refunds returned, as of February 5, 2022
  • A comparison of 2022 tax filing season to 2021
  • Total annual refunds disbursed, 2016–2022YTD

Click here to read our wrap-up report on the 2021 tax filing season.

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2021 earnings.

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

  • Management commentary on demand trends in the fourth 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 March 6, 2022, across multiple sectors: apparel and footwear brand owners (Carter’s), apparel specialty retailers (American Eagle, Foot Locker, Gap and Urban Outfitters), department stores (Kohl’s and Nordstrom), discount stores (Big Lots and Dollar Tree), e-commerce (Qurate Retail), electronics retailers (Best Buy) food retailers (Kroger), mass merchandisers (Target), off-price retailers (Burlington Stores and Ross Stores), warehouse clubs (BJ’s Wholesale Club and Costco).

Click here to read Week 5 of the Earnings Insight 4Q21 series.

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

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Reasons to Read

The pandemic provided luxury department stores with an opportunity to reinvent themselves following pressure from the consumer shift to online and brands’ movement away from wholesale in recent years.

We present our outlook for the global sector’s recovery and explore five key ways in which luxury department stores are evolving to remain relevant.

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Reasons to Read

Coresight Research’s February 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:

  • 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.

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

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Reasons to Read

Decentraland, The Sandbox and Bloktopia are three notable metaverse platforms that have been laying the frameworks for active in-world economies. We explore the virtual land-grabbing craze across these platforms and discuss the opportunities for businesses, brands and retailers.

We cover blockchain, NFT (non-fungible token) and cryptocurrency technologies, and present recent developments by notable brands and retailers across the three metaverse platforms.

  • For more on the virtual land-grabbing craze, see the first report in our new Metaverse Latest series.
  • Click here to read more Coresight Research coverage of the metaverse.
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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.

  • There has been an unprecedented online channel demand surge for footwear across the US since the pandemic began. While the 2020 shift to online slightly consolidated in 2021, we expect many footwear consumers to retain the habit of online shopping in 2022 and beyond.

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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 why the figure $5 billion tells us where retail is headed.

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

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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, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Allbirds, Bath & Body Works, Camping World, Carter’s, Floor & Decor, Foot Locker, Harbor Freight Tools, Lowe’s, Lumber Liquidators, Office Depot, Sleep Number, Sprouts Farmers Market, TJX Companies and Wawa.

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

During 2022, CPG retailers and grocers must look to build on pandemic-driven momentum and position themselves for longer-term growth. In this report, we discuss five key ongoing consumer shopping trends in the US grocery market, using data sourced from IRI—identifying which are shifting back toward pre-pandemic preferences and which are proving sticky. We analyze basket size and trip frequency, sales channels, price per unit, private labels and foodservice.

For our grocery sector Market Outlook for 2022, please click here.

Contents (Click to navigate)

Introduction

How US Consumers are Shopping for Groceries: Coresight Research Analysis

1. Basket Size and Trip Frequency

2. Sales Channel

3. Price Per Unit

4. Private Label

5. Retail Foodservice

What We Think

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Reasons to Read

Furniture and home improvement retail is experiencing a revival in India, due to pandemic-driven consumer behavior and market trends. We explore consumer spending projections, market drivers and the following in this Market Outlook:

  • The sector’s use of innovative technology, including AR and VR
  • The rising popularity of rental services
  • Consumers’ growing interest in sustainability

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

Pandemic-induced growth in e-commerce sales has led to increased focus among brands and retailers on developing their payment infrastructure. This Retail-Tech Landscape comprises selected startups globally with innovative payment technology solutions.

To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here

Contents (Click to navigate)

Retail-Tech Landscape: Payments

Payments Trends in Retail

Retail-Tech Landscape: Payments—Infographic

Retail-Tech Landscape: Payments, by Category

BNPL

Checkout Experiences

Cross-Border Payment Solutions

Cryptocurrency and Digital Assets

Digital Wallets

Payment Gateways and Processors

Payment-Linked Loyalty/Rewards

Risk Management and Fraud Prevention

Subscription Management

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Reasons to Read

We discuss the US children’s and infants’ apparel and footwear market, which we define as catering for those up to 14 years old. We present the market size and growth outlook, plus key market drivers, competitive landscape and major trends among brands and retailers looking to better serve childrenswear retail.

  • Read all Coresight Research coverage of the apparel and footwear market.
  • Click here to view our full collection of Market Outlook reports.

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

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 February 25, 2022 (corresponding to week 8 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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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.

Apparel and footwear brands and retailers are focusing on new strategies and solutions to tempt customers back to physical stores. We explore the ways in which stores can drive customer engagement and remove friction from the shopping process, with examples of recent innovations and developments.

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