Research DigestInsights Video: Singles’ Day 2024 Findings—Premium Subscriber Call Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 20, 2024 Reasons to ReadThis Insights Video is part of our Premium Subscriber Call series, which presents exclusive insights from our global team of analysts on hot topics and key trends in retail and related industries. In this video, moderated by John Mercer, Head of Global Research and Managing Director of Data-Driven Research, analyst Charlie Poon discusses performance metrics and highlights from this year’s Singles’ Day shopping festival in China (also known as 11.11 or Double 11). Insights touch on e-commerce platform cooperation, government subsidies, livestreaming and more. Data in this video include: Singles’ Day GMV, in total and by platform type—2021–2024 Proprietary survey analysis—China-based consumers’ participation in Singles’ Day, popular product categories, reasons behind shopping behavior, perceptions of promotions Sales results from Alibaba and JD.com Insights by category—breakdown of sales share by platform, and top brands Companies mentioned in this video include: Alibaba (Tmall/Taobao), Douyin, JD.com, Pinduoduo Other relevant research: Access the presentation used in this video here. All Coresight Research coverage of Singles’ Day in 2024 and prior years More reports on China retail 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. For more exclusive insights from our expert analysts, look out for our next Premium Subscriber Call! Not a subscriber? Learn more about subscriptions here. 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
Event PresentationSingles’ Day 2024 in China—Performance Metrics and Consumer Survey Analysis Charlie Poon, Analyst November 20, 2024 Reasons to ReadReleased on November 20, 2024, our Premium Subscriber Call on Singles’ Day 2024 presented exclusive insights from our expert analysts on performance metrics and highlights from the shopping festival in China (also known as 11.11 or Double 11). Dive into our full presentation to discover insights on e-commerce platform cooperation, government subsidies, livestreaming and more. In addition, we analyze proprietary survey findings to assess consumer behavior during Singles’ Day. Data in this presentation include: Singles’ Day GMV, in total and by platform type—2021–2024 Proprietary survey analysis—China-based consumers’ participation in Singles’ Day, popular product categories, reasons behind shopping behavior, perceptions of promotions Sales results from Alibaba and JD.com Insights by category—breakdown of sales share by platform, and top brands Methodology: The data in this presentation are informed by online surveys of China-based consumers aged 18+, conducted by Coresight Research. We surveyed 578 respondents on November 11, 2023, and 555 respondents on November 15–18, 2024. At a total level, the results have a margin of error of +/- 4%, at a 95% confidence level. Companies mentioned in this presentation include: Alibaba (Tmall/Taobao), Douyin, JD.com, Pinduoduo Other relevant research: Watch the full Premium Subscriber Call where these insights were presented in our Insights Video. All Coresight Research coverage of Singles’ Day in 2024 and prior years More reports on China retail 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. 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
Deep DiveBuilding Winning Content Experiences: The Impact of AI-Powered Digital Asset Management Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services November 20, 2024 Reasons to ReadDigital asset management (DAM) solutions help retailers with the creation, management and distribution of content at scale, enabling them to deliver exceptional content experiences. In this report, we explore the benefits, use and functionality of DAM solutions, with a focus on AI (artificial intelligence) and integration capabilities. Our analysis in this report is informed by a Coresight Research survey of decision-makers at North American brands and retailers. Key learnings: DAM solutions help brands and retailers drive business outcomes. The full potential of AI in untapped in DAM. Expanding DAM integrations can enhance software efficacy. Data in this research report include proprietary survey findings on: Strategic objectives to which a DAM solution can contribute Financial savings attributed to DAM software usage The prevalence of AI-powered functionality in DAM solutions Integration of marketing tools with DAM solutions—benefits and current prevalence This report is produced and made available to non-subscribers of Coresight Research in partnership with Bynder, a software-as-a-service (SaaS) DAM platform. Other relevant research: Catch up on our exclusive webinar with Bynder to hear critical insights on the importance and advancement of DAM in retail. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read more reports on retail management and digital commerce 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. 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
Deep DiveHoliday 2024—Apparel Demand Strengthens as the Holiday Peak Draws Closer: US Consumer Survey Insights Aditya Kaushik, Analyst November 19, 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, 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 11, 2024, with headline findings on the popularity of apparel as a holiday category and the battle between Amazon and Walmart to capture holiday spending. 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, Dollar Tree/Family Dollar, Five Below, 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. 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
Insight ReportThe 4-5-4 US Retail Calendar, 2025–26 Ristha Dsa, Data Manager Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 19, 2024 Reasons to ReadThe 4-5-4 US retail calendar is a guide to the fiscal year ending January 31, 2026. We note major holidays and calendar events within each week across the year and compare when these fall to the prior year. Other relevant research: Look out for our guides to key festivals and promotional campaigns in China and India in 2025. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. 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
Insight ReportUlta Beauty Investor Day 2024: Targeting Sustainable Growth, with a Focus on Digital Innovation Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 18, 2024 Reasons to ReadThe Coresight Research team attended beauty specialist Ulta Beauty’s Investor Day 2024, which took place on October 16, 2024. We present insights from the event, covering the company’s strategic priorities for sustainable growth. Other relevant research: Beauty Shopping in Focus: US Consumer Survey Insights What’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the Way All our coverage of beauty retail The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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
Deep DiveHoliday 2024: Hottest Toys—Creativity-Boosting Toys and Promotions To Rule the Season Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 18, 2024 Reasons to ReadAs part of Coresight Research’s coverage of the 2024 holiday season, we discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Kohl’s, Macy’s (in partnership with Toys”R”Us), Target and Walmart. We also discuss these retailers’ initiatives to drive toy sales and outline five key trends that we expect to influence toy gifting in the US this holiday season (October–December). Data in this research report are: Proprietary survey data on US consumers’ holiday toy shopping intentions US toy industry sales, January–September 2024 Fourth quarter US retail sales as a percentage of annual sales, by retailer type, 2022 and 2023 Companies mentioned in this research report include: Amazon, Disney, Kohls, LEGO, Macy’s, Target, Toys“R”Us, Walmart Other relevant research: Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season Holiday 2024—Toys Are in Demand This Week: US Consumer Survey Insights Holiday 2024—Shoppers Are Buying Decorations, Toys and Apparel: US Consumer Survey Insights All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics 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
Analyst CornerAnalyst Corner—Is GenAI Changing the World? Part Two: Solving Four Major Hurdles Takes Progressive Improvement, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 17, 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, Charlie Poon, Analyst, discusses GenAI (generative artificial intelligence) as a progressive opportunity. What hurdles need to be overcome to realize the technology’s true potential? Understand the path to a GenAI revolution. This article follows on from Is GenAI Changing the World? Part One: An Optimistic Outlook. 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: The Coresight Research CORE Framework for Generative AI in Retail All Coresight Research coverage of GenAI in retail 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 moves by China’s AliExpress cross-border e-commerce platform (owned by Alibaba Group) to penetrate Western markets, including through its Singles’ Day promotions. 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
Insight ReportOctober 2024 US Retail Sales: Nonstore Retailers Lead as Growth Accelerates Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 15, 2024 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in October 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), October 2023–October 2024 Year-over-year changes in retail sales by sector, September and October 2024 Other relevant research: September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed Growth Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. 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. 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 46: Big-Ticket Weakness Claims Another Home Retailer Aaron Mark Dsouza, Data Analyst November 15, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight another significant rise in US store closures and detail recent announcements from major retailers. Non-store-closure news includes the appointment of a new Chief Marketing Officer at REI. This report presents data up to week 46 of 2024, ended November 15, 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: Big Lots, Frasers Group, Homebase, Office Depot, The Range 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
InfographicThree Data Points We’re Watching This Week, Week 46: US Retail and E-Commerce Focus John Mercer, Head of Global Research and Managing Director of Retail Research November 15, 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 46 of 2024. This week, we present highlights from our Market Navigator on US retailing, covering market projections, market share breakdown and e-commerce penetration. Dive into the full research report behind these data points: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Other relevant research: The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. All graphics in the Three Data Points series This document was generated for
Insight ReportRetail Shrink and ORC: US Retailers Continue To Backtrack on Self-Checkout, Shoplifting Soars to Record Levels in England and Wales Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 14, 2024 Reasons to ReadWe present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. 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-October to mid-November 2024. Companies mentioned in this report include: Ahold Delhaize, Hy-Vee, Rite Aid, Sainsbury’s, Walmart 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
Insight ReportRetail Around the World: Singles’ Day 2024—Coresight Research Observations Coresight Research Sector Lead: Anand Kumar, Associate Director of Retail Research November 14, 2024 Reasons to ReadCoresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2024. Companies mentioned in this research report include: Alibaba, Amazon, Boohoo, Carrefour, Costco, JD.com, Walmart, Zalando Other relevant research: All Coresight Research coverage of Singles’ Day in 2024 and prior years Our coverage of physical retail and e-commerce 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
Insight ReportEarnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside Earnings Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 13, 2024 Reasons to ReadOur 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. This week, there are highlights from companies that reported in the week ended November 10, 2024, across six sectors: apparel and footwear, beauty, drugstores, e-commerce, home and home improvement, and luxury. 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: Amazon, Coty, CVS Health, Hanesbrands, Qurate Retail, Ralph Lauren, Tapestry, Under Armour, Wayfair 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. 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
Deep DiveHoliday 2024—Food Finds Favor for Festive Spending: US Consumer Survey Insights Aditya Kaushik, Analyst November 12, 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, 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 4, 2024. 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, Dollar Tree/Family Dollar, Publix, 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. 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
