April 13, 2021 Deep Dive Databank Members US Consumer Tracker: Slow but Steady Progress Toward Normalcy (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 5.
April 12, 2021 Insight Report Premium March 2021 Leading Indicators of US Retail Sales: Economy Is Poised To Lift Off with Stimulus and VaccinesIn 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 March 2021, covering the job market, income and savings, and housing.
April 12, 2021 Deep Dive Premium Think Tank: Textile Innovations in the Apparel and Footwear MarketIn this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.
April 12, 2021 Free Data Graphic Free Report Coresight Bites: US Beauty Spending Update—Growth ModeratesWe present Coresight Bites: US Beauty Spending Update—Growth Moderates
April 11, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Surge in Demand for Outdoor Activities Opens the Door to New Store CategoriesThis week’s note “From the Desk of Deborah Weinswig” discusses how retailers are bolstering innovative store experiences to capitalize on demand for outdoor activities and sporting goods.
April 9, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: After February Slide, Clothing and Footwear Spending Growth To JumpThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear.
April 9, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK.
April 8, 2021 Insight Report Premium Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With FreshThe Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.”
April 8, 2021 Deep Dive Premium Think Tank: SPACs in Retail—What Rapid Expansion Means for RetailersCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs.
April 8, 2021 Free Data Graphic Free Report Coresight Bites: Online US CPG Sales Growth Continues to DecelerateWe present Coresight Bites: Online US CPG Sales Growth Continues to Decelerate
April 7, 2021 Insight Report Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.
April 7, 2021 Insight Report Register for Free Access US CPG Sales Tracker: Food Continues To Outpace Other CPG Categories OnlineThe Coresight Research and IRI 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. In this free report, we present five key insights from the four weeks ended February 21, 2021.
April 7, 2021 Deep Dive Databank Members US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29.
April 6, 2021 Deep Dive Premium Playbook: New Ways of Living and Spending in the USIn this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering market segmentation, e-commerce adoption, customer loyalty and more.
April 6, 2021 Deep Dive Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.
