July 20, 2021 Insight Report Premium June 2021 US Retail Sales: Total Sales Up 24% on a Two-Year Basis Even as Spending Shifts to ServicesTotal US retail sales, excluding gasoline and automobiles, grew by a strong 12.3% year over year and by 24.2% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in June 2021.
July 20, 2021 Insight Report Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.
July 20, 2021 Deep Dive Databank Members US Consumer Tracker: Holiday Early Read—Higher Earners To Drive Increase in SpendOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on consumers’ expected spending for the 2021 holiday season. We also cover where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks.
July 19, 2021 Free Data Graphic Free Report Coresight Bites: US Back-to-School 2021—The Outlook for RetailWe present Coresight Bites: US Back-to-School 2021—The Outlook for Retail
July 19, 2021 Insight Report Premium June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift RestrictionsIn June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
July 19, 2021 Deep Dive Premium Aldi, Lidl and Grocery Outlet: Impacts in US GroceryDiscounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.
July 18, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: It’s Amazon Prime Day All Over Again—in India’s $800 Billion Retail SectorThis week’s note “From the Desk of Deborah Weinswig” discusses Amazon India’s upcoming Prime Day and the retailer’s strategies to capture a greater share of the country’s e-commerce market.
July 16, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 28: US Store Closures Down 13% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ashley HomeStore, Hy-Vee and Whole Foods Market in the US and Disney, Kutchenhaus and Shoe Zone in the UK.
July 16, 2021 Insight Report Premium US Travel Recovery: Part 5—Impacts of a Travel Renaissance on Consumer Spending and Industry EmployeesA rebound in travel and associated spending will benefit millions of low-income US workers who were adversely affected by the steep drop-off in travel in 2020. We examine these benefits and the ripple effects across the entire economy.
July 16, 2021 Insight Report Premium The US Sleep Economy: A Multibillion-Dollar Pillar of the Wellness MarketAs consumers’ concerns related to physical and mental health grow, the sleep economy is emerging as a multibillion-dollar pillar of the US wellness market. In this report, we discuss four product segments within the booming US sleep economy, including key players and their offerings.
July 15, 2021 Insight Report Premium Livestreaming Latest, July 2021: Rakuten Launches Weekly Livestreams in France; L’Oréal Canada Embraces Multichannel StreamingOur Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, including multichannel streaming, a new emphasis on educational, informative content and moves toward regular broadcast schedules. We also offer examples of recent livestreaming events from retail companies globally.
July 15, 2021 Deep Dive Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions.
July 15, 2021 Insight Report Premium US Travel Recovery: Part 4—The Slow Rebound of International Travel and Its Implications for RetailInbound international travel will be the final piece of the puzzle to form a full rebound of leisure travel spending in the US but will depend heavily on the pace of vaccination rollouts in other countries. We analyze the slow rebound of international travel and its impacts on US retail.
July 15, 2021 Insight Report Premium June 2021 Leading Indicators of US Retail Sales: Higher Labor Prices To Help Offset Decline of Stimulus EffectIn 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 of June 2021, covering income, savings, the job market and housing.
July 14, 2021 Deep Dive Premium Playbook: Inclusivity in RetailInclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations.
