Deep DiveUS Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Aditya Kaushik, Analyst June 13, 2024 Reasons to ReadMajor drugstore chains play a significant role in the US real estate market, shaping commercial properties across the country. The strategic locations chosen by these establishments not only influence property values and real estate market trends, but also cater to the healthcare needs of their local communities. We explore the real estate impact of drugstores’ and pharmacies’ evolving business models. We also dive into ongoing store closures in the sector, store traffic at major drugstore chains, and how drugstores and pharmacies are combating retail theft. Data in this research report include: US drugstores and pharmacies’ total sales and YoY% change, 2018–2027E Total US retail space and estimated net-selling space for major US drugstore retailers Announced store closures and openings for major US drugstore companies, 2020–2023 YTD Store traffic data for major US drugstore retailers, January 2023–March 2024 Companies mentioned in this research report include: Albertsons, Amazon, CVS Health, Hy-Vee, Kroger, Rite Aid, Target, Walgreens Boots Alliance, Walmart Other relevant research: Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond US Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare Expansion Five Ways AI Is Being Used in Drugstore Retail Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots Alliance 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:Three Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025CES 2026: Pre-Conference Insights—Tech Markets, Key Technologies and Innovative New Products
Insight ReportRetail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 13, 2024 Reasons to ReadContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers. Data in this research report include: Proprietary survey findings—US consumers’ perceptions of and responses to shoplifting and theft-prevention measures Companies mentioned in this report include: Dick’s Sporting Goods, Dollar General, Dollar Tree, Five Below, The Home Depot, Kroger, Lowe’s, The TJX Companies, Ulta Beauty Other relevant research: Read the previous report in the Retail Shrink and ORC 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:US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Weekly UK Store Openings and Closures Tracker 2026, Week 12: The Original Factory Shop Continues Store ClosureSentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey InsightsBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China
Deep DiveUS Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 12, 2024 Reasons to ReadHow and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season. Data in this research report include: BTS shopping expectations by channel—online versus in-store Average planned spend per child on BTS shopping by channel—2023 vs. 2022 Where BTS shoppers plan to shop, by retailer—overall and breakdowns by school level and household income Where BTS shoppers plan to shop, by retailer—online versus in-store Companies mentioned in this report include: Amazon, American Eagle Outfitters, Dollar Tree, Dollar General, Gap, Target, Walmart Other relevant research: US Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Survey Insights and US Consumer Survey Insights Extra The Coresight Research US Consumer Survey Insights Databank provides 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24Five Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Deep DiveUS Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 11, 2024 Reasons to ReadWe kick off our US Back to School 2024 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season! How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping. Data in this research report include: When consumers will shop for BTS, 2024 vs. 2023 How much consumers expect to spend on BTS per child Whether inflation will impact BTS shopping How much consumers expect to spend on BTS compared to 2023—overall (in dollar and volume terms) and breakdowns by income, geography and school level What consumers plan to buy Where consumers plan to shop Attitudes to BTS shopping—including key influences on purchasing decisions Companies mentioned in this report include: Amazon, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Survey Insights and US Consumer Survey Insights Extra The Coresight Research US Consumer Survey Insights Databank provides 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsRetail 2025: India Retail Predictions—Midyear Trends UpdateNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate DevicesWeekly UK Store Openings and Closures Tracker 2026, Week 16: The Original Factory Shop Shutters All Stores
Insight ReportEarnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 11, 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 first-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended June 9, 2024, across five sectors: apparel and footwear, beauty, discount stores, 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: Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon, PVH Corp. Other relevant research: Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season 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: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for AdministrationAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Insight ReportUS CPG Sales Tracker: Beauty Slowdown Sees E-Commerce Growth Turn Negative Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 11, 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 & beverage, health & beauty, and general merchandise & homecare. This edition of the report presents key insights from the four weeks ended April 21, 2024. Data in this research report include: CPG e-commerce, in-store and total sales growth E-commerce CPG sales growth by category type Food & beverage departments: e-commerce and total sales growth Nonfood departments: 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:Amazon Apparel US Consumer Survey 2026: Premium Subscriber Call PresentationChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelSector Focus: Department Stores—Data Graphic
Deep DiveResponses to Inflation—Fewer Shoppers Are Changing Their Spending Habits: US Consumer Survey Insights Aditya Kaushik, Analyst June 10, 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. In this report, our new findings are from a survey conducted on June 3, 2024. We dive into consumers’ perceptions of and responses to inflation. Data in this research report are our latest proprietary survey findings on: Consumers’ perceptions of and responses to inflation, and its impact on grocery and nongrocery spending 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: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports 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 Other research you may be interested in:2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough EnvironmentUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic
Event CoverageTackling Theft, Standardizing RMNs and More: Tech Insights from Retail Innovation Conference & Expo 2024 John Harmon, CFA, Managing Director of Technology Research June 10, 2024 Reasons to ReadDiscover key technology-related insights from the 2024 RICE conference. Dive into the technologies support loss prevention, the need for standardization in retail media, the opportunities for tying together digital gaming and retail, and more! Companies mentioned in this report include: Albertsons, Mattel, RevTech Ventures, The Home Depot Other relevant research: Keep up to date with retail shrink developments globally in our monthly series. All our coverage of retail media More Coresight Research event coverage reports 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:Weekly UK Store Openings and Closures Tracker 2026, Week 15: Lidl To Open StoresUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdSector Focus: Home and Home-Improvement Shopping—Data GraphicUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%
Company ProfileSainsbury’s (LSE: SBRY) Company Profile Madhav Pitaliya, Analyst June 10, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:The Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitUS Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain ShareConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraInnovator Profile: ShopSight—Consumer co-creation platform for product trend discovery
Company ProfileMarks and Spencer (LSE: MKS) Company Profile Madhav Pitaliya, Analyst June 10, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Self-Service Technology: Powering The Modern In-Store Experience and OperationsInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data Graphic
Analyst CornerAnalyst Corner—High-Tech Healing: Four Ways AI Is Revamping Healthcare, with Madhav Pitaliya Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 9, 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. 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. This week, Madhav Pitalitya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers. Other relevant research: Market Navigator: US Healthcare Retail 2024: Top 10 Trends in US Healthcare All our 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, which discussed category trends in the US apparel and footwear market. 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:2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual ChallengesGroceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights
Company ProfileBoohoo Group (AIM: BOO) Company Profile Madhav Pitaliya, Analyst June 8, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for AdministrationWhat Is the AI Supply Chain Supercycle? AI Insights with the IMPACT Framework—June 2026Weekly UK Store Openings and Closures Tracker 2026, Week 25: Ernest Jones To Open Stores
Company ProfileCVS Health Corporation (NYSE: CVS) Company Profile Aditya Kaushik, Analyst June 8, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Retail Crime and Shrink: Cargo Theft Remains Elevated; Amazon Steps Up Anti-Counterfeit DriveJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicEnergy and Inflation Update + Retail Tech for the Holidays: Premium Subscriber Call
Company ProfileASOS (AIM: ASC) Company Profile Madhav Pitaliya, Analyst June 8, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealCanada Store Openings and Closures Tracker 2026: Dollarama and Pet Valu To Open Stores2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionShoptalk Spring 2026: Day 1—Agentic Commerce and AI-Driven Personalization; Retail Media Innovation and Omnichannel Data; Emotional Connection and Loyalty in the AI Era
Company ProfileAssociated British Foods PLC (Primark) (LSE: ABF) Company Profile Madhav Pitaliya, Analyst June 8, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicThree Data Points We’re Watching This Week, Week 8Economic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open Stores
