Reasons to Read

The Coresight Research and Circana 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 & beverages, health & beauty, and general merchandise & homecare.

This report presents key insights for the four weeks ended October 6, 2024.

Data in this research report include:

  • CPG sales growth—e-commerce, in-store and in total
  • E-commerce and total CPG sales growth by category type
  • Food & beverages department breakdown by category: e-commerce and total sales growth
  • Nonfood department breakdowns by category: e-commerce and total sales growth

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Groceryshop 2024 took place during October 7–9, 2024, in Las Vegas, Nevada, US. Groceryshop is an annual conference that helps businesses navigate the evolving grocery landscape, exploring the latest business models, advanced technologies and shifting consumer behaviors.

We present our top takeaways from the conference, across vital themes in the grocery space, such as artificial intelligence (AI), retail media, unified shopping experiences, new growth opportunities, and collaboration and partnerships, among others

Coresight Research is a research partner of Groceryshop 2024.

Companies mentioned in this report include: Alimentation Couche-Tard, BJ’s Wholesale Club Holdings, Instacart, Mars, McCormick & Company, Mondelēz International, PepsiCo, Reckitt Benckiser, Walmart

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Dive into our insights from Shoptalk Fall 2024! The conference, which took place in Chicago, Illinois, during October 16–18, 2024, explored the latest trends, innovations, challenges and opportunities in the retail industry.

In this report, we present highlights from the third and final day of Shoptalk Fall 2024, covering unified commerce, personalization, the customer experience, applications of GenAI (generative artificial intelligence) and more.

Coresight Research is a research partner of Shoptalk Fall 2024.

Companies mentioned in this report include: Bain Capital Ventures, Build-A-Bear Workshop, Dermalogica, Ever/Body, KEEN Footwear, McDonald’s Corporation, PetSmart, Studs, ThredUp, Ulta Beauty, The Wendy’s Company

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Our Holiday Survey Bites series for 2024 spotlights proprietary survey data and analysis for the end-of-year holiday season.

This series covers US consumer expectations for holiday spending, the shape and scale of demand, and trends in shopper behavior during the holidays.

In this graphic, we highlight expectations related to resale. Discover US consumers’ plans for secondhand shopping and selling—in total, and broken down by gender and age.

Methodology: Insights in the Holiday Survey Bites series draw on findings from online surveys of US consumers aged 18+, conducted by Coresight Research. The data in this graphic are informed by an October 2024 survey of 1,931 respondents who typically spend on the holiday season. At a total level, the results have a margin of error of +/- 2%, at a 95% confidence level.

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Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

Companies mentioned in this report include: CVS Health, Eli Lilly, Pfizer, Rite Aid, Walgreens Boots Alliance, Walmart

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Where, when and how will US consumers spend for holiday 2024? We analyze findings from our proprietary Holiday 2024 US Consumer Survey to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

We present our holiday sales projections, examine how shopper behavior will differ this year from last, and assess how the current economic and inflationary environment will impact spending.

Data in this research report include proprietary survey findings on:

  • When consumers expect to start holiday shopping
  • Consumers’ holiday spending relative to 2023
  • Purchase expectations by product category
  • Where consumers expect to shop and their preferred payment methods

Companies mentioned in this research report include: Amazon, Kohl’s, Target, TJX, Walmart

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Dive into our insights from Shoptalk Fall 2024! Taking place in Chicago, Illinois, during October 16–18, 2024, this new conference from the Shoptalk team explores the latest trends, innovations, challenges and opportunities in the retail industry.

In this report, we present highlights from the second day of Shoptalk Fall 2024, covering the supply chain, sustainability, AI (artificial intelligence) strategies and more.

Coresight Research is a research partner of Shoptalk Fall 2024.

Companies mentioned in this report include: Abercrombie & Fitch, Build-A-Bear Workshop, Fabletics, Havenly, J.Crew Group, Macy’s, McDonald’s, Pinterest, Soona, Target, True Religion, Walmart

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Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include additional closures from 7-Eleven and Walgreens Boots Alliance.

This report presents data up to week 42 of 2024, ended October 18, 2024.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings, 2024
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: 7-Eleven, Albertsons, Trader Joe’s, Walgreens Boots Alliance

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Using data from the US Census Bureau, we analyze US retail sales in September 2024, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2023–September 2024
  • Year-over-year changes in retail sales by sector, August and September 2024

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Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole.

Data in this research report include:

  • Total domestic spending and average spending per tourist during Golden Week, 2019–2024
  • Total domestic trips during Golden Week, 2019–2024
  • Total sales growth of key retail and catering enterprises in China during Golden Week 2024

Companies mentioned in this report include: Alibaba Group, Fliggy, Gree, Haier, Meituan, Xinhuanet

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Shoptalk Fall 2024 is under way! Taking place in Chicago, Illinois, during October 16–18, 2024, this new conference from the Shoptalk team explores the latest trends, innovations, challenges and opportunities in the retail industry.

In this report, we present key insights from the first day of Shoptalk Fall 2024, with highlights covering unified commerce, AI (artificial intelligence) strategies, retail media and more.

Coresight Research is a research partner of Shoptalk Fall 2024.

Companies mentioned in this report include: Glossier, Kohl’s, Lowe’s, Rent the Runway, Target, ThredUp

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The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on September 30, 2024.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months, considering recent efforts by China to grow the economy
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

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Amazon Prime Big Deal Days, Target Circle Week and Walmart Holiday Deals all took place in early October 2024. Dive into data-driven insights on the impacts of these promotional events on the shape of holiday demand. We also assess what Amazon reported for its event this year.

Data in this research report include:

  • Amazon’s commentary on Prime Big Deal Days sales
  • Proprietary US consumer survey data on expected and actual participation in Amazon’s Prime Day and Big Deal Days 2024
  • Year-over-year change in US CPG e-commerce sales, September 2023–September 2024
  • Year-over-year change in US total retail sales and nonstore retailers’ sales—monthly, August 2023–August 2024; year-over-year change in US online retail sales—quarterly, 1Q23–2Q24

Companies mentioned in this report are: Amazon, Target, Walmart

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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