Insight ReportEarnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Coresight Research November 23, 2021 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report third-quarter 2021 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the third 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 November 21, 2021, across multiple sectors: beauty brands and retailers (Bed Bath & Beyond), department stores (Macy’s and Kohl’s), e-commerce players (Alibaba and JD.com), home and home-improvement retailers (Home Depot and Lowe’s), luxury e-commerce (Farfetch), mass merchandisers (Target and Walmart), off-price retailers (Ross Stores and The TJX Companies) and warehouse clubs (BJ’s Wholesale Club). Click here to read Week 3 of the Earnings Insights 3Q21 series. Click here to read 2Q21 Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DivePlaybook: How Retailers Can Capitalize on Opportunities in M&A and SPACs Coresight Research November 23, 2021 Reasons to ReadThe Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. Coresight Research has identified the rise of SPACs (special purpose acquisitions companies) as one of the key trends to watch in retail. In this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs. We also detail a four-step action plan that retailers and brand owners should take to maximize the benefits of an M&A deal—both traditional and through SPACs—and present two approaches to countering key challenges in M&A/SPACs. Read our separate reports for more on noteworthy M&A completed transactions and opportunities in SPACs. Contents (Click to navigate) What’s the Story? Why It Matters M&A and SPACs in Retail: A Playbook Four Key Strategies To Adapt to Recent Trends in M&A A Four-Step Action Plan for Retailers To Maximize M&A Benefits Two Approaches for Retailers To Counter Key Challenges What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveUS Consumer Tracker: Supply Chain Crisis Worries Holiday Shoppers Coresight Research November 23, 2021 Reasons to ReadCoresight Research’s November 15, 2021, 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: Consumers’ expectations for the holiday season and how they expect to change their behavior as a result What consumers are doing and where they are going—including avoidance of public places What shoppers are buying online and in-store 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicHoliday Bites: Thanksgiving, Black Friday and Cyber Monday—The Rise of Online Shopping Coresight Research November 23, 2021 Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail. See our previous Holiday Bites for US consumer expectations of how they will shop during Thanksgiving, Black Friday and Cyber Monday this year. This document was generated for
Insight ReportOctober 2021 UK Retail Sales: Further Slow Growth Coresight Research November 22, 2021 Reasons to ReadIn October 2021, UK retail sales growth returned to modest growth, year over year, ahead of the holiday season. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportThe 12 Weeks of Holidays 2021: #8—US Livestream Shopping Gears Up for the Holidays Coresight Research November 22, 2021 Reasons to ReadOur The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In this report, we examine livestreaming trends in US retail for the holiday shopping season. We present insights across the following key areas: The livestreaming plans of the social media giants The surge in early holiday shopping—and early holiday livestreaming Strategies that are resonating with younger consumers Click here to read more Coresight Research coverage of US holiday retail. Click here to access our US Holiday Retail 2021 Databank. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicCoresight Bites: Food Insecurity in the US Coresight Research November 22, 2021 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. According to our analysis of Household Pulse Survey data from the US Census Bureau, fewer Americans are currently experiencing food shortages than a year ago. However, a recent uptick—likely due to the implications of a resurgence of Covid-19 cases—saw the proportion rise to 9.4% as of October 11, 2021 (latest available data). Click the image below to learn more about the prevalence of food insecurity in the US, and key trends by region, race and benefits. This document was generated for
Deep DiveRethinking Product Sampling: Are Retailers and CPG Brands Doing It Right? Coresight Research November 22, 2021 Reasons to ReadProduct sampling is a common and effective way for retailers and CPG brands to raise awareness of newly launched products and prompt reconsideration of established brands. However, the Covid-19 pandemic disrupted normal operations and highlighted the shortcomings in standard sampling practices. This report leverages findings from an August 2021 Coresight Research survey of 220 US retailers and CPG brands. We identify and explore key trends across the following topics: The benefits of product sampling, including in-store engagement and enhanced product discovery Key challenges of traditional and at-home sampling models The future of product sampling: digital sampling solutions This free report is sponsored by Freeosk, a next-generation digital discovery and automated sampling company. Click here to read more Innovator Research from Coresight Research. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: Hundreds of Amazon Fresh Stores Heading for the UK Grocery Sector? Coresight Research November 21, 2021 Reasons to ReadIn 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 Amazon’s reported plans for a large-scale push into UK and mainland European grocery. 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. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Insight ReportOctober 2021 China Retail Sales: Stuck in Mid-Single-Digit Growth Coresight Research November 19, 2021 Reasons to ReadIn October 2021, total year-over-year sales growth accelerated, but its slow pace is a challenge for China’s economic recovery. We review monthly data for retail sales in China in total and by sector, including the following: Retail sales growth over the last 13 months Retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months Growth in online retail sales We also present data for two-year retail growth compared to September 2019, prior to the Covid-19 outbreak. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 46: US Store Closures Down 39% Year over Year Coresight Research November 19, 2021 Reasons to ReadOur 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 year to date in 2021 What is happening in retail in the US and UK this week Year-to-date 2021 major US and UK store openings and closures This week, there are highlights from Daiso Japan, Giant Food and Kmart in the US and Amazon, The Food Warehouse and Yours Clothing in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Fossil Group, Sally Beauty, Tapestry and Warby Parker. 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 2021 year to date, filterable by sector and year. Click here to view. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportSingles’ Day 2021: New Marketing Trends Coresight Research November 19, 2021 Reasons to ReadAs part of our coverage of Singles’ Day 2021, we discuss four new marketing trends that we have identified among brands and retailers participating in this year’s shopping festival. Click here for all Coresight Research coverage of Singles’ Day. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicCoresight Bites: US Retail Sales, October 2021—Strong Sales Growth Implies Earlier Holiday Season Than Usual Coresight Research November 18, 2021 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. 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. 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. Coresight Research’s measure of core retail sales is the unadjusted year-over-year change, excluding gasoline and automobiles. As recently reported by the US Census Bureau, October 2021 saw healthy growth versus both 2020 and 2019, despite the month also seeing declining consumer sentiment and the largest increase in consumer prices in 30 years. Click the image to read more about October retail sales. Read our Mid-Holiday Macro Update for a review of macroeconomic metrics and their impacts on US retail for the 2021 holiday shopping season. This document was generated for
Insight ReportUS CPG Sales Tracker: Online CPG Growth Continues To Drop, Reporting Single-Digit Growth Coresight Research November 18, 2021 Reasons to ReadThe 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 October 3, 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. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Deep DiveFood Insecurity in the US: Five Key Trends Coresight Research November 18, 2021 Reasons to ReadThe Covid-19 pandemic has led to a severe and widespread increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
