Reasons to Read

As part of Coresight Research’s Head-to-Head series, we compare Aldi and Lidl, two major players in discount grocery retail. We provide insights into the two companies’ business strategies, brand usage, growth strategies, and e-commerce initiatives.

Click here to read the latest report in the series, Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.

Contents (Click to navigate)

Introduction

Aldi vs. Lidl: Coresight Research Analysis

  1. Company Overview
  2. Sales Performance
  3. Business Strategy
  4. Growth Strategy
  5. Brand Usage
  6. E-Commerce Strategy

What We Think

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Reasons to Read

We assess US retail traffic in January 2022, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type

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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Reasons to Read

We present insights from the Brand Bharat Summit—a virtual event focusing on lower-tier cities and villages in India—held on January 27, 2022.

This report covers the following key topics for brands looking for growth opportunities in the Bharat market:

  • The importance of taking a regional-focused approach
  • The role of voice, video and vernacular in driving consumer engagement
  • The implications of the pandemic-led increase in digital adoption among consumers
  • Financial inclusion
  • Metaverse opportunities

For more on the India market, read our separate reports:

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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 Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Capri Holdings, CVS Health, Tapestry, Under Armour and Your CBD Store.

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

The UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area.

Contents (Click to navigate)

What’s the Story?

Why It Matters

IPOs in US and UK Retail: Coresight Research Analysis

Key Retail Sectors for IPOs

Aftermarket Performance of Recently Completed Retail-Focused IPOs

Upcoming Noteworthy Retail and Consumer Goods IPOs

Key Considerations for Private Retailers Entering the Public Market Via IPOs

Five Key Insights into the Growth of Retailed-Focused IPOs

Potential Headwinds

What We Think

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Reasons to Read

Instacart is reportedly preparing for an IPO (initial public offering) in 2022. We examine the grocery delivery provider’s actions to diversify its service offerings beyond logistics, covering recent acquisitions and initiatives in fulfillment as a service and rapid delivery.

Click here read our US grocery Market Outlook for 2022. Click here to read our report on IPOs in US and UK retail, which also discusses Instacart. 

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Reasons to Read

Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well in January 2022. This report covers the following:

  • US total retail sales excluding gasoline and automobiles—year-over-year and two-year growth
  • US total retail sales including gasoline and automobiles—year-over-year change
  • US total retail sales excluding gasoline and automobiles—month-over-month change
  • Retail sales growth by sector, including two-year growth

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.

The Coresight Research US Consumer Tracker provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail.

  • Our latest weekly consumer survey, undertaken on February 7, 2022, found that avoidance of public places is down 26 percentage points (PPTs) compared to a year ago, with a significant week-over-week decline of 5 PPTs.
  • Avoidance is still higher than the 2021 summer low, but as consumers start to feel more confident re-entering public places and as indoor mask mandates are lifted in some states, we will monitor the overall avoidance rate to see if it moderates at a new, lower level.

Click the image to read more about the topic.

Reasons to Read

Beauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. In this report, we analyze the performance of, and outlook for, beauty sales in department store retail. We explore four key areas of growth for the category—covering live selling, inclusivity and more.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Beauty at US Department Stores: Coresight Research Analysis

Market Overview

The Beauty Category at Major US Department Stores: Key Metrics

Four Key Focus Areas for Growth

What We Think

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Reasons to Read

As the US department store sector continues to recover from the impacts of the Covid-19 pandemic, it can look to international players for examples of key growth strategies and apply those learnings in fiscal 2022 and beyond.

We highlight five strategies that international department store retailers are implementing to increase store and online traffic, expand their customer base and grow revenues in the pandemic-impacted environment.

Our insights cover e-commerce, nontraditional retail services, livestreaming, sustainability and more.

Contents (Click to navigate)

Introduction

Five International Department Stores’ Growth Strategies: Coresight Research Analysis

1. Offer Local Services

2. Expand into New Services (Beyond Traditional Services)

3. Engage with Consumers Through Live Selling

4. Offer Fast, Free Delivery

5. Invest in the Circular Economy

What We Think

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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 into the four weeks ended December 26, 2021, across the following metrics:

  • Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as growth from two years prior
  • 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.

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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. In our first report of the season, we look at what has happened in the 2022 tax filing season so far, as of February 4, 2022.

This report covers the following:

  • Number of returns filed and processed, and total and average refunds returned, as of February 4, 2022
  • 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

Coresight Research’s monthly Leading Indicators of US RetailSales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data, as of the end of January 2022.

This report includes discussion of the following 10 indicators:

  1. Unemployment rate
  2. Labor force participation rate
  3. Disposable income
  4. Average hourly wages
  5. Consumer sentiment
  6. Saving rate
  7. Gas prices
  8. Interest rate
  9. Housing starts
  10. Home price index

Click here read the previous report in this series.

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, theCoresight 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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Reasons to Read

Retailers are focused on improving their last-mile capabilities to meet increasing demand from consumers for fast and convenient delivery services.

This Retail-Tech Landscape presents selected startups globally that provide last-mile delivery technologies—covering automated dispatching, autonomous driving, robotics integration and more.

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: Last-Mile Delivery Solutions

Retail-Tech Landscape: Last-Mile Delivery Solutions—Infographic

Retail-Tech Landscape: Last-Mile Delivery Solutions, by Category

Automated Dispatching

Autonomous Driving Technology

Parcel Locker Systems

Robotics Integration

Route Optimization Technology

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Reasons to Read

Coresight Research’s February 7, 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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