Innovator ProfileInnovator Profile: Kodif—Transforming Customer Support with AI-Powered Automation Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Kodif! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More
Innovator ProfileInnovator Profile: Hummingbirds—Connecting Brands with Local Influencers for Authentic Marketing Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Hummingbirds! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsThe CORE Framework for Artificial Intelligence in RetailFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
Innovator ProfileInnovator Profile: Cimulate—Optimizing the Customer Journey To Drive Conversion Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Cimulate! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav PitaliyaConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsAnalyst Corner: The Brave New World of Agentic Shopping, with John HarmonRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Deep DiveHome and Home-Improvement Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst September 24, 2024 Reasons to ReadThe 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 16, 2024, survey), we present new data on the home and home-improvement retail sectors specifically, diving into where home-furnishing and home-improvement shoppers make purchases and what they buy. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased home-furnishing or home-improvement products in the past three months Popular retailers and product categories among home and home-improvement 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, The Home Depot, Lowe’s, Walmart Other relevant research: US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally Recover All our research reports on home and home-improvement retailing Our monthly US Retail Sales Outlook reports cover the state of the US housing market 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. 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 Other research you may be interested in:Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicThe US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To StayHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal
Insight ReportUS CPG Sales Tracker: Post-Spike Lull for CPG E-Commerce as Beauty Declines Again Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 24, 2024 Reasons to ReadThe 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 September 8, 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 Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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 Other research you may be interested in:Holiday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the HolidaysNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand TransformationFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores
Market Navigators/Market OutlookResearch Preview: Market Navigator—US Grocery Retailing Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 23, 2024 Reasons to ReadOur Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming Market Navigator report on US grocery retailing. Gain insights into emerging ideas and opportunities in the US grocery market, understand the competitive landscape and explore our grocery-related survey data. We also provide a sneak peek of the themes we are watching in the market, aligning with our proprietary RESET framework. Look out for our full report, publishing next week, where we will explore these topics in further detail and present key insights about market factors, the macro context and more. Data in this research report include: Total sales in the US grocery retail market and year-over-year change, 2019–2028E Proprietary survey data on where US grocery shoppers buy their products and why Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, The Fresh Market, H-E-B, Kroger, Publix, Sprouts Farmers Market, Walmart, Wegmans Other relevant research: US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce Five Ways AI Is Being Used in Grocery Retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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 Other research you may be interested in:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesEssential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail AlchemyThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus
Event Coverage“Let’s Talk Beauty”: Innovation, Digital Transformation and Sustainability Are Strategic Priorities for L’Oréal Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 23, 2024 Reasons to ReadDiscover how beauty company L’Oréal is driving innovation and achieving sustainability with our insights from the company’s “Let’s Talk Beauty” strategic presentation. The virtual session took place on September 12, 2024, and was delivered by COO Antoine Vanlaeys. Other relevant research: Read our Earnings Insights report for management commentary on L’Oréal’s performance in its latest fiscal quarter What’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the Way All our coverage of beauty retailing More research reports on sustainability and GenAI 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 Other research you may be interested in:Four Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationPlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure
Analyst CornerAnalyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 22, 2024 Reasons to ReadWelcome 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, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US. 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 findings—US consumers’ expectations for their personal finances and the economy over the next 12 months Other relevant research: Data Dive: US Consumer Debt in Focus as the Fed Cuts Rates Read previous Analyst Corner reports, including last week’s report, which discusses whether the actual implementation of AI (artificial intelligence) in retail lives up to the technology’s dominance in industry conversation. 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 Other research you may be interested in:Lower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New Stores
Deep Dive2Q24 US Earnings Season Wrap-Up: Most Companies Deliver Positive Sales Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 20, 2024 Reasons to ReadWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Burlington Stores, Coty, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Levi Strauss, Macy’s, Nordstrom, Ralph Lauren, Ross Stores, The TJX Companies, Ulta Beauty, Under Armour, VF Corporation Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Coresight 100 list 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 Other research you may be interested in:US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social Media
Event CoverageRetail and Healthcare Innovation: Insights from NACDS Total Store Expo 2024 Coresight Research September 20, 2024 Reasons to ReadCoresight Research attended the National Association of Chain Drug Stores Total Store Expo (NACDS TSE) in August 2024, hosting the Innovation Forum alongside our partners GoCharlie, Omnistream, Placer.ai and Treasure Data. In this report, we offer key highlights and strategic insights from the event. Hot topics included GenAI (generative artificial intelligence), pharmacy benefit manager (PBM) reform and innovations shaping the US healthcare market. Companies mentioned in this report include: Amazon, CVS Health, GoCharlie, IBM, Omnistream, Placer.ai, Teladoc Health, Treasure Data, Walgreens Boots Alliance, Walmart Other relevant research: Innovator Profile: GoCharlie’s AI Assistant Provides Data Control and Drives Productivity for Brands The Power of First-Party Data: Five Ways To Maximize Business Success: A free report from Coresight Research and Treasure Data All Coresight Research coverage of drugstore retail Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused AI/XR, M.D.: Consumer-Facing Technology—Healthcare’s Tech-Enabled Future, Part One and Part Two Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Analyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie PoonHigher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2026, Week 9: Marks & Spencer Leads Store OpeningsSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 38: US Store Closures Climb Nearly 50% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 20, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. 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: Aldi, Adidas, Metro Mattress, Reebok Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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 Other research you may be interested in:Essential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail AlchemyMay 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesCEO Brief: Early Holiday 2026 US Retail ExpectationsShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
InfographicThree Data Points We’re Watching This Week: Global Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 20, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 38 of 2024, spanning India’s Big Billion Days 2024, US credit card balances and economic optimism in China. Dive into the full research reports behind these data points: Flipkart Big Billion Days 2024 Preview: Fast Delivery and Increased Sustainability To Boost Sales Data Dive: US Consumer Debt in Focus as the Fed Cuts Rates Consumer Confidence Hints at Economic Uptick: China Consumer Survey Insights This document was generated for Other research you may be interested in:Innovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerUS Retail and Consumer Outlook: June 2025Store Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—Infographic
Insight ReportRetail Shrink and ORC: California and New York Enact Tough New Anti-Theft Laws Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 19, 2024 Reasons to ReadWe present the latest developments in retail shrink, which include new anti-theft laws in the US and supermarket security measures in the UK. Plus, discover new solutions and partnerships in the loss-prevention technology space, and dive into recent commentary on shrink from selected US retailers. Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report covers the period mid-August to mid-September 2024. Companies mentioned in this report include: Appriss Retail, Associated British Foods, Co-op, Dick’s Sporting Goods, Giant Food, Morrisons, Nordstrom, Target, ZeroEyes Other relevant research: More reports in the Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention 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 Other research you may be interested in:Agentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber CallWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresHome and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—Infographic
Insight ReportData Dive: US Consumer Debt in Focus as the Fed Cuts Rates John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 18, 2024 Reasons to ReadThe US Federal Reserve is cutting interest rates, with the latest, 50-basis-point interest-rate cut announced on September 18, 2024. In this Data Dive, we review the state of consumer debt in the US amid these cuts, including trajectories, delinquencies (past-due) and ratios to income. Read our data-driven insights to understand key metrics shaping the US consumer economy. Data in this research report include: US household debt, 2Q24, including outstanding balances and delinquency rates US household credit card debt, 2010–2024 US household debt service payments as a proportion of disposable personal income Raio of US consumers’ unsecured debt to monthly household income, breakdown by income—proprietary survey data Companies mentioned in this report include: Costco, Dick’s Sporting Goods, Kohl’s, Shein, Target, The TJX Companies Other relevant research: More reports in the Coresight Research Data Dive series 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 Other research you may be interested in:Enhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicRetail 2025 Sector Outlooks: EbookPlaybook: AI for Productivity in Retail—Eight Areas of Opportunity
Insight ReportFlipkart Big Billion Days 2024 Preview: Fast Delivery and Increased Sustainability To Boost Sales Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 18, 2024 Reasons to ReadWe present key insights ahead of Flipkart’s Big Billion Days (BBD) 2024, which will begin on September 27. We discuss consumer sentiment for the festive season, categories that consumers are likely to buy during the event, and key initiatives from Flipkart to offer a seamless shopping experience and drive sales. Data in this research report include: Number of online shoppers in India, 2019–2027E Most popular categories that Indian consumers shop online, July 2023–June 2024 Companies mentioned in this report include: Amazon, Flipkart, Myntra, Samsung, Walmart Other relevant research: Flipkart Big Billion Days 2023: Wrap-Up—Value, Technology and Convenience Take the Lead Retail 2024: 10 Trends in India Retail Amazon Prime Day India 2024: Wrap-Up—Flagship Event Delivers Record Member Engagement Key Festivals and Holidays for Promotional Campaigns in India in 2024: Calendar 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 Other research you may be interested in:Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreHead-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro Environment
