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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Reasons to Read

We present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. Plus, dive into recent commentary on shrink from selected retailers in the US and the UK.

Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report covers the period mid-September to mid-October 2024.

Companies mentioned in this report include: Co-op, DeterTech, Gatekeeper Systems, Natural Grocers, Rite Aid, Tesco, ZeroEyes

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Reasons to Read

India-based online marketplace Flipkart—majority owned by Walmart—held the 11th edition of its annual flagship shopping event, Big Billion Days (BBD), on September 27–October 6, 2024. We present key insights into BBD 2024, based on our observations and a company statement released by Flipkart on September 28, 2024.

Companies mentioned in this report include: Ajio, Amazon, Flipkart, Myntra, Tata Cliq, Walmart

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Reasons to Read

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

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on holiday shopping specifically—beginning our holiday focus for the fourth quarter of 2024. The latest data are from our October 7, 2024, survey.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have made any holiday purchases in the past seven days
  • Popular retailers and product categories among holiday shoppers
  • Activities that consumers have done in the past two weeks
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Consumers’ expectations for the economy overall and for their own personal financial situation

Companies mentioned in this research report include: Amazon, Dollar Tree/Family Dollar, Target, Walmart

Other relevant research:

  • Look out for our annual, in-depth holiday survey and outlook, publishing this week—we will explore where, when and how US consumers will spend for holiday 2024.
  • All our coverage of US holiday retail
  • Every 12 weeks, we survey consumers about each major retail sector, and we include that data in full in our US Consumer Survey Insights Databank. Look out for focused analysis on more retail sectors in future reports in our US Consumer Survey Insights report series.
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Reasons to Read

In the US, retail media is taking center stage for many brands and retailers due to its lucrative margin opportunities; however, retail media also presents numerous challenges to retailers and brands alike, especially around data use, implementation and collaboration. We explore how AI (artificial intelligence) can help brands, ad buyers and retailers solve these problems, as well as the benefits traditional AI can bring to the retail media market as a whole and potential applications for generative AI (GenAI).

Data in this research report include:

  • US retail media market size and year-over-year growth rates, 2023–2028E
  • Proprietary survey data on the challenges CPG (consumer packaged goods) and FMCG (fast-moving consumer goods) brand manufacturers in the US face when working with retail media networks (RMNs)

Companies mentioned in this report include: Carrefour SA, Colgate-Palmolive Company, Criteo, Databricks, Mastercard, The Save Mart Companies, Trade Desk

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Reasons to Read

China’s Singles’ Day 2024 is the largest online shopping festival in the world, and the peak of the event is now less than one month away. Concluding our countdown to the event, we shed light on the Singles’ Day plans of major Chinese e-commerce platforms Alibaba and JD.com as well as short-video/e-commerce platforms Douyin and Kuaishou.

This report presents timelines for the shopping festival across the covered platforms, and details of their investments and other strategies to gain a competitive edge by supporting merchants and deepening discounts for shoppers.

Companies mentioned in this report include: Alibaba (Taobao and Tmall), Douyin, JD.com, Kuaishou

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Reasons to Read

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, Aditya Kaushik, Analyst, discusses US consumers’ spending expectations for shopping events in the fourth quarter of 2024 (4Q24)—namely, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season.

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.

Data in this research report include:

  • Proprietary survey data on US consumers’ expectations to spend on major shopping events in 4Q24

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

This week, highlights include the closure of three Amazon Go stores and the opening of one Primark store in the US, as well as store updates for supermarket chain Tesco in the UK.

This report presents data up to week 41 of 2024, ended October 11, 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: Amazon, Daiso, Primark, Staples, Tesco

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Reasons to Read

Groceryshop 2024 took place during October 7–9 in Las Vegas, Nevada. The annual retail conference helps businesses navigate the evolving grocery landscape.

In this report, we present key takeaways from the third and final day of Groceryshop 2024, with highlights covering innovation, sustainability, unified commerce and more.

Coresight Research is a research partner of Groceryshop 2024.

Companies mentioned in this report include: Foodstuffs North Island, Giant Eagle, The Honest Company, Impact Analytics, PepsiCo, Placer.ai, Schnuck Markets, The Save Mart Companies

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Reasons to Read

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail.

In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the second quarter of 2024 (2Q24). Discover key management commentary on inventory levels ahead of the holiday season.

The sectors covered in this report are beauty, department stores, discount, drugstores, electronics, food and grocery, home and home improvement, jewelry, luxury, mass merchandisers, specialty apparel and footwear, and warehouse clubs.

The companies featured in this series are among those listed in the Coresight 100.

Data in this report include:

  • Inventory turnover ratios by quarter for the latest quarter and the prior eight quarters
  • Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter

Among the 40 companies discussed in this report are: Academy Sports + Outdoors, Bath & Body Works, Best Buy, Capri Holdings, Costco, Dollar Tree, Foot Locker, Gap Inc., Home Depot, Kohl’s, Kroger, Macy’s, Nordstrom, Tapestry, Target, TJX, Ulta Beauty, Walmart

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Reasons to Read

Don’t miss our insights from Groceryshop 2024! Taking place during October 7–9 in Las Vegas, Nevada, the annual retail conference helps businesses navigate the evolving grocery landscape.

In this report, we present key takeaways from the second day of Groceryshop 2024, with highlights covering food waste reduction, AI (artificial intelligence), seamless shopping experiences and more.

Coresight Research is a research partner of Groceryshop 2024.

Companies mentioned in this report include: Colgate-Palmolive, DoorDash, Instacart, Mars Wrigley, Uber Eats, Walmart

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Reasons to Read

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

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns (with the latest data from our September 30, 2024, survey), we present new data on the role of social media in the shopping process. Dive into the popularity of social commerce and the social media platforms and product categories that are leading the way.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have used social media as part of the shopping process in the past three months
  • Popular social media platforms and product categories among social media shoppers
  • Activities that consumers have done in the past two weeks
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Consumers’ expectations for the economy overall and for their own personal financial situation

Companies mentioned in this research report include: Amazon, Dollar General/Family Dollar, Facebook, Instagram, TikTok, Walmart

Other relevant research:

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Reasons to Read

On October 8, 2024, Deborah Weinswig, CEO and Founder of Coresight Research, presented on demand forecasting in grocery retail at Groceryshop 2024.

Dive into our full presentation to discover how to get ahead with AI (artificial intelligence)-powered pricing strategies, demand forecasting and inventory planning. Use the Coresight Research FRESH framework to win with fresh and prepared food while minimizing the impact of food waste.

Our data-driven insights answer the following critical questions:

  • What are the costs of poor pricing, forecasting and inventory planning, from food waste to mispricing to out-of-stocks?
  • What positive impacts can next-generation demand forecasting drive?
  • How can AI reduce food waste?
  • How can AI refine inventory planning and improve estimating demand?
  • How can AI help with dynamic price setting?
  • What is the social impact of reducing food waste?

Companies mentioned in this presentation include: Cub, Finsbury Food Group, Kraft Heinz, SpartanNash, Unilever

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Reasons to Read

Groceryshop 2024 is under way! Taking place during October 7–9 in Las Vegas, Nevada, the annual retail conference helps businesses navigate the evolving grocery landscape.

In this report, we present key insights from the first day of Groceryshop 2024, with highlights covering retail media, unified commerce and more.

Coresight Research is a research partner of Groceryshop 2024.

Companies mentioned in this report include: Ahold Delhaize, Circana, Mars, Newell Brands, NielsenIQ, PepsiCo, Sam’s Club

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