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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings. We also explore recent holiday-related commentary from these companies.

This week, there are highlights from companies that reported in the week ended December 1, 2024, across five sectors: apparel and footwear, beauty, department stores, electronics retailers, and specialty apparel.

Data in this report are:

Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Bath & Body Works, Best Buy, Dick’s Sporting Goods, Guess?, Kohl’s, Macy’s, Ross Stores, Urban Outfitters

Other relevant research:

Explore all our Earnings Insights reports, including quarterly wrap-ups.
The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.
The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.

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Reasons to Read

On December 3, 2024, Coresight Research and Ken Pilot Ventures hosted Legends of Commerce: Content & Cocktails, which brought together top retail and technology leaders for rapid-fire panels, fascinating keynotes and unmissable networking.

The event saw insightful discussions on the transformative impact of AI (artificial intelligence) and the future of technology-powered retail.

This presentation from Legends of Commerce details the sessions, sponsors and esteemed speakers.

Deborah Weinswig, CEO and Founder of Coresight Research, in a Barside Chat with Joe Preston, CEO of New Balance.
Source: Coresight Research

Other relevant research:

Look out for our report offering insights from the full event!
Explore AI and the Future of Retail at Legends of Commerce: Content & Cocktails—Event Preview
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
Discover upcoming events here.

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Reasons to Read

In this infographic, we present selected findings from our research on the “unserved hands” opportunity among US retailers, meaning equipping retail staff with dedicated mobile devices.

Data in this infographic include proprietary survey findings on:

Retailers’ adoption of mobile devices
Top barrier to the adoption of mobile devices
Top business functions and workflows that stand to gain from the implementation of more mobile devices
Benefits of equipping employees with mobile devices

This infographic is produced and made available to non-subscribers of Coresight Research in partnership with Zebra Technologies, a leading digital solution provider enabling businesses to intelligently connect data, assets and people.

Methodology: Informing the data in this infographic is an online survey of 400 decision-makers at US-based retailers, conducted by Coresight Research on July 8, 2024. Respondents are senior executives at companies with $50+ million in annual revenue and 50+ retail employees (less than 100% of which currently use dedicated mobile devices).

Other relevant research:

Read the full report: Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers
Retail-Tech Landscape: Store Associate Enablement
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
Read more reports on retail management and physical retail
More Innovator Research from Coresight Research

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Reasons to Read

Equipping associates with dedicated mobile devices presents numerous benefits for retailers, from employee satisfaction to improved customer experience to retailer efficiency. We refer to this as filling “unserved hands,” meaning retail employees that do not have handheld devices allocated to them for their exclusive use.

In this report, we examine the “unserved hands” opportunity among US retailers, quantifying its scale and exploring the benefits and opportunities for retailers of equipping retail staff with dedicated mobile devices.

Our analysis in this report is informed by a Coresight Research survey of US-based companies operating in a range of retail sectors.

Key Learnings:

The labor shortage in the US is impacting retailers and hindering the adoption of mobile devices for employees.
Improve operational efficiency and enhance customer satisfaction by powering operations and merchandising with more mobile devices.
The benefits of filling unserved hands are prevalent across multiple business workflows.
Retailers are willing to invest even more in devices with advanced technology.

Data in this research report include proprietary survey findings on:

Retailers’ adoption of mobile devices—in total and by retailer size and segment
Challenges that organizations are facing due to the skills gap
Barriers hindering the adoption of mobile devices
Business functions and workflows that stand to gain from the implementation of more mobile devices
Benefits of equipping employees with mobile devices

We also offer several case studies involving leading retailers and brands, such as Lowe’s, Office Depot and Walgreens.

This report is produced and made available to non-subscribers of Coresight Research in partnership with Zebra Technologies, a leading digital solution provider enabling businesses to intelligently connect data, assets and people.

Download the associated infographic for selected findings from this report.

Other relevant research:

Retail-Tech Landscape: Store Associate Enablement
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
Read more reports on retail management and physical retail
More Innovator Research from Coresight Research

Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form.

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Reasons to Read

Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states: Arizona, Massachusetts, New Jersey, New York, Oregon and Rhode Island. During these store visits, our team covered outlets, malls, strip malls, super-regional centers, downtown locations and neighborhood centers. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics.

Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Foot Locker, H&M, Lululemon, Macy’s, Target, Walmart, Williams-Sonoma, Zara

Other relevant research:

US Black Friday 2024: Early Read—Moderate Early-Morning Footfall Bears Out the Reinvention of Black Friday
Holiday 2024—Black Friday Preview: Projecting Low-Single-Digit Sales Growth as Early Deals Pull Demand Forward
Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season
Holiday 2023: Black Friday Insights from Store Visits in the US and the UK
All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics

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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, Manik Bhatia, Head of Custom Research, discusses what’s ahead for retail advertising. From AI (artificial intelligence) to the in-store opportunity, find out how retail media networks (RMNs) are set to evolve.

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.

Other relevant research:

Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward
All Coresight Research coverage of retail media
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
Read previous Analyst Corner reports, including last week’s report, which discusses the companies chasing a stake in the AI chip market.

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Reasons to Read

Today, the Coresight Research team is undertaking its annual Black Friday store tours, visiting the stores of more than 40 different retailers across the US. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.

Companies mentioned in this report include: Best Buy, The Home Depot, Kohl’s, Target, Walmart

Other relevant research:

Holiday 2024—Black Friday Preview: Projecting Low-Single-Digit Sales Growth as Early Deals Pull Demand Forward
Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season
Holiday 2023: Black Friday Insights from Store Visits in the US and the UK
All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Bath & Body Works and Save-A-Lot, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Kohl’s and Asda.

This report presents data up to week 48 of 2024, ended November 29, 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: Asda, Barnes & Noble, Bath & Body Works, Gap Inc., Kohl’s, Save-A-Lot

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.

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Reasons to Read

Our 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 48 of 2024. This week, we focus on the US holiday season, with insights on Black Friday, consumers’ economic optimism and our retail sales growth projection.

Dive into the full research report behind these data points:

Other relevant research:

All our coverage of US holiday retail
All graphics in the Three Data Points series

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Reasons to Read

The retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns—from Chinese New Year to the 6.18 shopping festival to Singles’ Day and more.

Use our 2025 calendar to plan your marketing and sales strategies for the China market.

Companies mentioned in this report include: Alibaba, JD.com, Suning.com

Other relevant research:

Read our insights from 2024 festivals and holidays in China: Chinese New Year, 18, Golden Week, Singles’ Day
All our coverage of festivals/holidays and China retail
The Coresight Research China Consumer Survey Insights series presents our weekly survey findings, providing a detailed update on consumer behavior and sentiment.
The China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. This Databank is updated monthly.
Key Festivals and Holidays for Promotional Campaigns in India in 2025: Calendar

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Reasons to Read

The retail calendar in India sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns—from Holi to Diwali to sales events by Amazon and Flipkart, and more.

Use our 2025 calendar to plan your marketing and sales strategies for the India market.

Companies mentioned in this report include: Amazon, Flipkart (Walmart)

Other relevant research:

Read our insights from 2024 festivals and holidays in India: Amazon Prime Day, Flipkart Big Billion Days
All our coverage of festivals/holidays and India retail
Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar

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Reasons to Read

This week, there are highlights from companies that reported in the week ended November 24, 2024, across four sectors: home and home improvement, mass merchandisers, specialty apparel and warehouse clubs.

Data in this report are:

Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: BJ’s Wholesale, Gap, Lowe’s, Target, The TJX Companies, Walmart, Williams-Sonoma

Other relevant research:

Explore all our Earnings Insights reports, including quarterly wrap-ups.
The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.
The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.

You are currently viewing a preview of this report.

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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. Which retailers are popular, and what are holiday shoppers buying? Track US consumers’ shopping behavior through the holiday season in this report series.

The latest data in this report are from our survey conducted on November 18, 2024, with headline findings on the rising participation in holiday shopping and the popularity of decorations as a holiday category.

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

Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days
Popular retailers and product categories among holiday shoppers
Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
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
Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: Amazon, Target, Walmart

Other relevant research:

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season
All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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Reasons to Read

Join Coresight Research and Ken Pilot Ventures at our exclusive Legends of Commerce: Content & Cocktails event, which will bring together top retail and technology leaders for rapid-fire panels, fascinating keynotes and unmissable networking.

Read this free preview to take a peak at what this exciting event will offer.

We look forward to seeing you there!

This report was updated on November 29, 2024.

Other relevant research:

Register now for Legends of Commerce: Content & Cocktails.
Explore all our upcoming and past events here.
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

Executive Summary

On Tuesday, December 3, 2024, in New York City, Coresight Research and Ken Pilot Ventures will co-host an exclusive event, Legends of Commerce: Content & Cocktails. Join us for rapid-fire panels, fascinating keynotes and unmissable networking with top retail and tech leaders!

Coresight Research Insights

The event promises insightful discussions on the transformative impact of AI (artificial intelligence) and the future of technology-powered retail.
A highlight of the event will be two Barside Chats, featuring industry powerhouses Todd Snyder, Founder of Todd Snyder and Creative Director at Woolrich Black Label, and Joe Preston, President & CEO of New Balance.
Esteemed speakers include senior executives from AmericoGroup, Bayer, Digital Wave Technology, Dogwood Brands, LifeStyles Healthcare, Performance Beauty Group, Tractor Supply Company and Wayfair.

Introduction

On Tuesday, December 3, 2024, in New York City, Coresight Research and Ken Pilot Ventures will co-host an exclusive, evening event, Legends of Commerce: Content & Cocktails. This in-person event will bring together top retail and technology leaders for rapid-fire panels, fascinating keynotes and unmissable networking.

Wrapped in festive spirit, this exciting event is designed to spark new ideas, foster meaningful connections and inspire innovation in an evolving industry.

Legends of Commerce is sponsored by leading companies Bynder, CI&T, Cimulate, Crave Retail, Digital Wave Technology, Knot Standard, Lily AI, RADAR, Raspberry AI, RevTech Ventures and Wunderkind.

Legends of Commerce—Event Preview: Coresight Research Insights

Legends of Commerce: Content & Cocktails promises insightful discussions on the transformative impact of AI (artificial intelligence), and the future of technology-powered retail.

Leading our incredible lineup of expert speakers are co-hosts Deborah Weinswig, CEO and Founder of Coresight Research, and Ken Pilot, CEO and Founder of Ken Pilot Ventures.

Co-hosts Weinswig (left) and Pilot (right)
Source: Coresight Research

By attending the conference, you will gain the opportunity to:

Understand how to leverage AI effectively to enhance consumer trust, drive meaningful engagement and boost efficiency without stretching your budget.
Explore the latest strategies and platforms that are transforming advertising in retail and facilitating deeper connections with consumers.
Learn how to improve the quality of your visuals and supercharge productivity with digital asset management (DAM) solutions and creations.
Explore how innovative technologies and strategies are redefining the in-store customer journey and driving operational excellence.
Discuss how key advancements such as GenAI (generative AI), predictive analytics and autonomous retail are reshaping how brands will connect with consumers in the year ahead.

Agenda Highlights

At Legends of Commerce, attendees will gain insights into the trends and technologies that are fueling market disruption and innovation, learning from the unique perspectives of leaders from across the commerce and technology ecosystems.

A highlight of the event will be two Barside Chats, featuring industry powerhouses:

Todd Snyder, Founder of Todd Snyder and Creative Director at Woolrich Black Label, who will share insights on “Investing in Innovation: Building a Brand for the Future of Retail.”
Joe Preston, President & CEO of New Balance, who will delve into “The Sole of Success: Driving Global Growth in a Competitive Industry.”

Featured speakers in the Barside Chats: Snyder (left) and Preston (right)
Source: Coresight Research

Other captivating sessions on critical topics in retail today will offer attendees the chance to:

Explore how retailers are implementing AI responsibly and understand ethical challenges and best practices in AI deployment.
Uncover what the future of shopping will look like by diving into the applications and benefits of AI in design and the customer experience.
Ideate around experiential store design, AI-driven personalization, omnichannel integration and more technology-driven strategies that are transforming physical retail spaces.
Focus on the future—learn what 2025 holds for growth, market leadership and a retail transformation driven by smart technology.

Esteemed speakers include senior executives from AmericoGroup, Bayer, Digital Wave Technology, Dogwood Brands, LifeStyles Healthcare, Performance Beauty Group, Tractor Supply Company and Wayfair.

Keep an eye on our event page for the upcoming full agenda.

Has this preview captured your attention and sparked your curiosity? RSVP today to secure your spot at Legends of Commerce: Content & Cocktails! Fill this form or email us at RSVP@coresight.com.

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Reasons to Read

We dive into trending, retail-related social media posts we have seen during the 2024 holiday season so far, offering insights into the creative marketing strategies employed by brands and retailers.

From influencers to gifting recommendations to shopping hauls, discover how brands can successfully capture shoppers’ attention and share of wallet through social commerce this season.

Companies mentioned in this report include: Adidas, Costco Wholesale, Facebook, Gucci, Instagram, Macy’s, NIKE, The North Face, Sephora, Shein, Skechers, Target, TikTok, Walmart

Other relevant research:

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season
Social Commerce in Focus—Opportunity for TikTok; Apparel Captures Attention: US Consumer Survey Insights
All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics

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Deborah Weinswig, CEO and Founder of Coresight Research, in a Barside Chat with Joe Preston, CEO of New Balance. Source: Coresight Research

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Executive Summary

Coresight Research Insights

Introduction

Legends of Commerce—Event Preview: Coresight Research Insights

Co-hosts Weinswig (left) and Pilot (right) Source: Coresight Research

Agenda Highlights

Featured speakers in the Barside Chats: Snyder (left) and Preston (right) Source: Coresight Research

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Deborah Weinswig, CEO and Founder of Coresight Research, in a Barside Chat with Joe Preston, CEO of New Balance.
Source: Coresight Research

Co-hosts Weinswig (left) and Pilot (right)
Source: Coresight Research

Featured speakers in the Barside Chats: Snyder (left) and Preston (right)
Source: Coresight Research