Deep Dive | April 6, 2022 Premium Head-to-Head in US Off-Price Retail: Ross Stores vs. TJX MarmaxxRoss Stores and TJX Marmaxx are the two largest players in the US off-price sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, store fleets, supply chain capabilities and more. Read More
Insight Report | April 5, 2022 Premium India Retail Insights: Supply Chain Disruption and Strategies To Address ChallengesAs part of our India Retail Insights series, we examine supply chain woes impacting retail—primarily caused by the Covid-19 pandemic and the Russia-Ukraine war—and discuss how retailers can address disruption. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Insight Report | April 4, 2022 Premium US Retail Foodservice: Three Key TrendsWe examine three key trends in the US retail foodservice space, which has seen significant shifts due to the pandemic. We discuss how grocery retailers can tap ghost kitchens, meal kits and deli departments to boost sales. Read More
Deep Dive | April 4, 2022 Premium Onshoring: Is Now the Time for the US?Amid revived debate around reshoring sourcing and manufacturing to the US, we discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US. Read More
Insight Report | March 30, 2022 Premium March 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in February 2022, we saw strong growth in retail sales in both the US and the UK, and solid sales growth in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | March 28, 2022 Premium March 2022 Leading Indicators of US Retail Sales: Year-Over-Year Sales Growth To Slow Against Historic 2021 ComparativesIn 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 February 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Insight Report | March 28, 2022 Premium February 2022 UK Retail Sales: Volumes Grow Even as Inflation Drives Value Expansion; Online Sales See Record DropAmidst inflation, overall sales increased 10.0% year-over-year while online sales declined by 16.9%. We analyze February UK retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | March 21, 2022 Premium January and February 2022 China Retail Sales: Chinese New Year Travel and Olympics Boost Sales; Lockdowns To Impact GrowthWe present monthly data for retail sales in China showing that in January and February year-over-year sales growth accelerated while online sales decelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | March 17, 2022 Premium February 2022 US Retail Sales: When Will Consumer Spending Slow?February 2022 US retail sales, excluding gasoline and automobiles, grew by a very strong 12.8% year over year. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
Insight Report | March 15, 2022 Premium February 2022 US Retail Traffic and In-Store Metrics: Traffic Strengthens Amid Decline in Covid-19 CasesIn February 2022, total US nonfood store traffic increased by 31.9% year over year, higher than that of January’s growth of 26.9% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | March 9, 2022 Premium US Consumer Tracker Extra: Where Consumers Shop—Purchase Behaviors by Income as Inflation SoarsWith consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers’ avoidance of public places by region, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Deep Dive | March 1, 2022 Premium US Consumer Tracker: How Is Inflation Affecting Consumer Behavior?What impact are the highest levels of inflation seen in four decades having on shoppers’ choices? Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | February 28, 2022 Premium February 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2022, we saw strong growth in retail sales in the US and the UK. Retail sales data was not reported for China. We assess trends and consider wage growth and food and fuel prices in these three markets. Read More
