December 14, 2021 Insight Report Premium November 2021 Leading Indicators of US Retail Sales: Record-High Inflation Keeps Consumer Confidence LowIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end November 2021, covering income, savings, the job market and housing.
December 13, 2021 Deep Dive Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail.
December 13, 2021 Insight Report Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally.
December 12, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Open Letter to Department Stores—Don‘t Give in Lightly to Pressure To Spin Off Your E-Commerce BusinessesThis week’s note “From the Desk of Deborah Weinswig” discusses activist investors’ interest in department store e-commerce businesses.
December 10, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.
December 9, 2021 Deep Dive Premium The US Footwear Market: Analyzing Trends and OpportunitiesConsumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment.
December 9, 2021 Deep Dive Premium Health and Wellness in CPG: Trends To WatchConsumer packaged goods (CPG) companies are positioning themselves and their brands to appeal to an increasing consumer focus on wellness and healthy lifestyles. We discuss four key health and wellness trends in the CPG industry.
December 8, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends.
December 8, 2021 Deep Dive Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.
December 7, 2021 Insight Report Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.
December 7, 2021 Deep Dive Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022.
December 7, 2021 Deep Dive Databank Members US Consumer Tracker: Omicron Variant Drives Heightened Consumer ConcernUS consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
December 6, 2021 Insight Report Premium The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.
December 6, 2021 Deep Dive Free Report Pathway to Agility in Merchandising: Three Actions That Retailers Must Take in 2022Retailers face an uphill task of adapting to the new shopper’s changed preferences and shopping habits in the post-Covid era. Leveraging proprietary survey data, we explore the importance of agility in merchandising and present three key actions that retailers must take in 2022 to achieve effective merchandising execution. This free report is sponsored by One Door.
December 5, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: The Stickiness of Online Grocery—Persisting into 2022This week’s note “From the Desk of Deborah Weinswig” discusses how online grocery demand is remaining buoyant and its prospects for 2022.
