The Consumer

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 16, 2021 Premium

2022 China E-Commerce Trends: Opportunities Under Pressure

We present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022.

Deep Dive | December 15, 2021 Premium

2022 Global Retail Trends

We present the key global retail trends for 2022, which Coresight Research expects to be a year of transition for consumers and retailers. Our RESET framework for change provides retailers with a model for using that time to adapt to a new world marked by consumer-centricity.

Deep Dive | December 14, 2021 Databank Members

US Consumer Tracker: In-Store Shopping Bounces in the Holiday Homestretch

As we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | December 14, 2021 Premium

November 2021 Leading Indicators of US Retail Sales: Record-High Inflation Keeps Consumer Confidence Low

In 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.

Deep Dive | December 10, 2021 Premium

Retail Innovators: India E-Commerce—Platforms and Tech Enablers

As part of our Retail Innovators series, we discuss six online platforms and tech enablers that are disrupting India’s e-commerce market—namely, Boonbox, Bulbul, Increff, Jumbotail, Meesho and Pocket Aces.

Deep Dive | December 7, 2021 Databank Members

US Consumer Tracker: Omicron Variant Drives Heightened Consumer Concern

US 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.

Flash Report | December 2, 2021

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Omicron Implications for Retail: First Thoughts

The first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead.

Deep Dive | December 2, 2021 Premium

E-Commerce Outlook: Global Luxury—Pandemic-Driven Uncertainty To Fuel Growth

As with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. We discuss the trajectory of the global luxury e-commerce market and its major drivers. We also examine the competitive landscape, market innovators and key themes for 2022 and beyond.

Insight Report | November 30, 2021 Premium

October 2021 Monthly Consumer Update

Analyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets.

Deep Dive | November 30, 2021 Databank Members

US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 Cases

US consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | November 29, 2021 Databank Members

US Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-Up

We examine avoidance of public places by demographic and which retailers are seeing gains as holiday shopping begins, based on exclusive Coresight Research data. Read our US Consumer Tracker Extra for a deeper dive into key trends revealed by our weekly survey data.

Deep Dive | November 23, 2021 Databank Members

US Consumer Tracker: Supply Chain Crisis Worries Holiday Shoppers

US consumers are worried about product availability and inflation, contributing to an earlier than usual start to holiday shopping this year. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | November 18, 2021

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US CPG Sales Tracker: Online CPG Growth Continues To Drop, Reporting Single-Digit Growth

The 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 into the four weeks ended October 3, 2021.

Deep Dive | November 18, 2021 Premium

Food Insecurity in the US: Five Key Trends

The Covid-19 pandemic has led to a severe and widespread increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits.

Insight Report | November 17, 2021 Premium

The 12 Weeks of Holidays 2021: #7—A Mid-Holiday Macro Update and Review

As part of our The 12 Weeks of Holidays 2021 series, we review recent macroeconomic metrics and their impacts on US retail for the 2021 holiday shopping season.