Reasons to Read

Coresight Research’s April 5 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

Our US Consumer Tracker covers the following:

  • What consumers are buying
  • Which retailers consumers are buying from
  • What consumers are doing and where they are going

If you do not have a premium subscription, you can access select findings in a complimentary abridged report.

Click here to view all of our weekly survey reports.

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Reasons to Read

The Coresight Research monthly Leading Indicators of US Retail Sales 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 March 2021.

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. Savings rate
  7. Gas prices
  8. Interest rate
  9. Housing starts
  10. Home price index

Click here to read the previous report in this series.

Coresight Research’s monthly reports keep you up to date on US, UK and China retail sales, US retail traffic and in-store metrics and key global consumer indicators. 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.

Contents

What’s the Story?

Why It Matters

Leading Indicators of US Retail Sales: In Detail

Indicators Overview

The Job Market

Income, Savings and Sentiment

Housing

What We Think

Implications for Brands/Retailers

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Reasons to Read

The Coresight Research Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability.

We present analysis of the performance textiles and sustainable textiles markets, discussion of heightened consumer focus on wellness and sustainability as key market drivers, and an overview of selected textiles.

This report considers three notable innovators in the field of textile innovation in the apparel and footwear market—namely, Celliant, Evrnu and OROS.

We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.

Click here to read more Coresight Research coverage of the apparel and footwear sector.

Other reports in the Think Tank series include SPACs in Retail and Community Group Buying in China.

Contents 

What’s the Story?

Why It Matters

Think Tank: Textile Innovations in Apparel and Footwear

Performance Textiles

Sustainable Textiles

Innovators

Three Themes We Are Watching

What We Think

Implications for Brands/Retailers

Implications for Technology Vendors

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The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Data are sourced from the US Bureau of Economic Analysis (BEA).

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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 how retailers are bolstering innovative store experiences to capitalize on demand for outdoor activities and sporting goods.

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.

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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.

Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics and key global consumer indicators. Click here to view our full collection of Monthly Reports.

We discuss a fall back in consumer spending on apparel in February 2021 and moderated spending growth in the beauty category in the month. This report covers the following:

  • US consumer spending on clothing and footwear—year-over-year change
  • US consumer spending by subcategory, including children’s and infants’ clothing, men’s and boys’ clothing, and women’s and girls’ clothing—year-over-year change
  • US consumer spending on footwear—year-over-year change
  • US consumer spending on selected beauty categories—year-over-year change
  • Our estimates for year-over-year growth in the clothing and footwear and beauty categories in the coming months, as we annualize the Covid-19 impacts in 2020
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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 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

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK.

We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week.

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.

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Reasons to Read

The Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.”

Click here to read more Coresight Research coverage of Kroger.

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Reasons to Read

Coresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. We provide a definitive overview of each topic and its impact on retail.

In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs.

Click here to read our previous Think Tank report on community group buying.

Contents

What’s the Story?

Why It Matters

SPACs in Retail: A Think Tank

Key Retail Sectors for SPACs

Brands and Retailers Entering Public Markets Through SPACs: 2016 to 2020

Retail-Focused SPAC Activities in the Pipeline for 2021

Private Retailer and Investor Perspectives: Using SPACs To Enter the Public Market 

Key Considerations for Private Retailers Entering the Public Market Via SPACs.

Workings of a SPAC

Investor Perspective: Are SPACs a Good Investment?

Our Insights on the SPAC Boom and Future Prospects

What We Think

Implications for Retailers and Brand Owners

Appendix: SPACs in Retail

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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.

The online CPG channel has seen growth decelerate for four consecutive periods—falling to 53.1% for the four weeks ended February 21, 2021 from 55.4% in the four weeks ended January 24, 2021.

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Reasons to Read

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

In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—including American Eagle Outfitters and Burlington Stores
  • Department stores—including Kohl’s, Macy’s and Nordstrom
  • Food, drug and mass retail—including Target and Walmart
  • Home and home-improvement retail—including Home Depot and Lowe’s
  • Luxury retail—including Capri Holdings and Ralph Lauren
  • Beauty retail—Ulta Beauty

Click here to read the previous report in the series, which looks at 3Q20.

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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.

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

In this free report, we present five key insights from the four weeks ended February 21, 2021, across the following metrics:

  • Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as online penetration rates in food and nonfood CPG
  • 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.

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Reasons to Read

This report provides select findings from Coresight Research’s March 29 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers.

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

We highlight selected findings from our weekly survey across three key topics:

  • How respondents spent or plan to spend their third-round stimulus checks
  • Whether respondents anticipate keeping changed behaviors in the long term—and which they are most likely to retain
  • Whether respondents are avoiding public areas —and which types of places they are avoiding

Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the retailers they shopped at.

Click here to view all of our weekly survey reports.

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Reasons to Read

Coresight Research’s March 29 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail.

Our tracker questions cover the following:

  • How respondents spent or plan to spend their third-round stimulus checks
  • What product categories respondents had purchased in-store and online in the past two weeks
  • Which retailers respondents had bought food and nonfood products from in the past two weeks
  • Whether respondents expect to retain changed behaviors in the long term—and which they are most likely to maintain
  • What activities respondents have done in the past two weeks
  • Whether respondents are currently avoiding public areas—and which types of places they are avoiding

We also present findings and trend data on what consumers are buying more and less of than pre-pandemic.

If you do not have a premium subscription, you can access select findings in a complimentary abridged report.

Click here to view all of our weekly survey reports.

Content

What’s the Story?

How Consumers Spent or Plan To Spend Their Stimulus Checks

More Consumers Spend Latest Stimulus Checks on Discretionary Products

What Shoppers Are Buying and Which Retailers They Are Buying From

What Consumers Bought In-Store and Online

Which Retailers Consumers Purchased Food and Nonfood Products From

Reviewing Consumers’ Long-Term Behavior

Fewer Than Half Expect To Retain Changed Behaviors in the Long Term

What Shoppers Are Doing and Where They Are Going

More Consumers Visit Food-Service Locations and Shopping Centers

Consumers’ Avoidance of Public Places Falls

Reviewing Trend Data in Current Purchasing Behavior

What Consumers Are Currently Buying More Of and Less Of

What We Think

Methodology

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Reasons to Read

Coresight Research discusses how implementing goals and actions that align with the elements under our EnCORE framework for environmental sustainability in retail, retailers and brands can lower their carbon footprint and thus reduce their impact on climate change—which should support them in attracting and retaining new customers and investors.

To access these insights and join future events, subscribe to Coresight Research.

Click here to view a recording of the event.

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