InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Retail Research September 27, 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 39 of 2024, spanning home-furnishing shopping trends, online beauty sales and L’Oreal’s patents. Dive into the full research reports behind these data points: US CPG Sales Tracker: Post-Spike Lull for CPG E-Commerce as Beauty Declines Again “Let’s Talk Beauty”: Innovation, Digital Transformation and Sustainability Are Strategic Priorities for L’Oréal Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights This document was generated for
Innovator ProfileInnovator Profile: Journey Foods—Innovating Food Product Development with AI-Powered Solutions Vijay Doijad, Analyst September 26, 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 Journey Foods! 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. This document was generated for
Innovator ProfileInnovator Profile: Leav—Simplifying In-Store Checkout with Scan & Go Vijay Doijad, Analyst September 26, 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 Leav! 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. This document was generated for
Innovator ProfileInnovator Profile: bops—Enhancing Retail Efficiency Through Collaborative Inventory Intelligence Vijay Doijad, Analyst September 26, 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 bops! 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. This document was generated for
Deep DiveRetailTech: Loss Prevention—Understanding the Big Picture To Prevent, Mitigate and Recover “Shrink”ing Profits John Harmon, CFA, Managing Director of Technology Research September 26, 2024 Reasons to ReadRetailers globally are grappling with the heightened incidence of shoplifting, including events involving organized retail crime (ORC), and their actions to combat theft have meaningful consequences for customer sentiment. In this research report, we explore established and emerging technologies that retailers can leverage to reduce and prevent shrink from external sources, as well as critical loss-prevention measures before, during and after a theft incident. Dive into the applications and benefits of technologies such as item tags and computer vision, which can help identify, discourage and mitigate the impact of incidents, in addition to enormous benefits from improving inventory accuracy. Plus, discover the central role of AI (artificial intelligence)-powered computer vision in loss prevention and operational efficiency. Protect your profits today. Gain essential insights to help your business implement a comprehensive loss-prevention strategy that ensures a positive customer experience while safeguarding assets. This report is made available to non-subscribers of Coresight Research through its sponsorship by Diebold Nixdorf. Data in this research report include: US retail shrink, in total and as a proportion of total sales Quarterly earnings analysis—references to shrink by selected US- and UK-based retailers Proprietary survey analysis of US consumers’ perceptions of and responses to shoplifting and theft-prevention measures Companies mentioned in this report include: Aldi, Impinj, Rite Aid, NCR Voyix, Sensormatic, Target, Walgreens, Zebra Technologies, Other relevant research: This analysis refines and expands our previous research on loss-prevention technologies, published in June 2023 and October 2020. Keep up to date with developments in retail shrink and ORC with our monthly report series. RetailTech: RFID Is the Technology That Keeps on Giving to Retailers (and Associates and Consumers) Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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
Insight ReportSeptember 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate Cut Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 25, 2024 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of September 19, 2024. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this research report include: Our projections for retail sales growth by month for the next 12 months US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024 The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports 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
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. This document was generated for
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. This document was generated for
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. This document was generated for
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
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 Retail 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
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
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
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 Retail 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. This document was generated for
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
