Deep Dive | November 30, 2021 Premium US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS 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. Read More
Insight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Insight Report | November 26, 2021 Premium US Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by One-FifthThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from October 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Store Tracker | November 26, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% 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 CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK. Read More
Deep Dive | November 24, 2021 Premium US Apparel and Footwear Distribution: Winning and Losing Channels Amid Market UpheavalUS apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers. Read More
Insight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Our 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 November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com. Read More
Deep Dive | November 23, 2021 Premium Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACsIn this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs (special purpose acquisitions companies). Read More
Deep Dive | November 23, 2021 Premium US Consumer Tracker: Supply Chain Crisis Worries Holiday ShoppersUS 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. Read More
Insight Report | November 22, 2021 Premium October 2021 UK Retail Sales: Further Slow GrowthUK retail sales growth returned to modest growth, year over year, in October 2021, ahead of the holiday season. We review data for UK retail in total and by sector for October 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | November 22, 2021 Premium The 12 Weeks of Holidays 2021: #8—US Livestream Shopping Gears Up for the HolidaysUS brands and retailers are embracing livestreaming for holiday 2021. As part of our The 12 Weeks of Holidays 2021 series, we examine livestreaming trends for the holiday shopping season. Read More
Store Tracker | November 19, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 46: US Store Closures Down 39% 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 Daiso Japan, Giant Food and Kmart in the US and Amazon, The Food Warehouse and Yours Clothing in the UK. Read More
Insight Report | November 19, 2021 Premium Singles’ Day 2021: New Marketing TrendsAs part of our coverage of Singles’ Day 2021, we discuss four new marketing trends that we have identified among brands and retailers participating in this year’s shopping festival. Read More
Insight Report | November 18, 2021 Premium Singles’ Day 2021: New EntrantsAs part of our coverage of Singles’ Day 2021, we look at new entrants in the festival, detailing which brands are participating for the first time, across apparel and footwear, beauty and jewelry categories. Read More
Insight Report | November 17, 2021 Premium October 2021 US Retail Sales: Strong Sales Growth Implies Earlier Holiday Season Than UsualOctober 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 25.0% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Insight Report | November 16, 2021 Premium Singles’ Day 2021: Making an Impact Around the WorldAs part of our coverage of Singles’ Day 2021, we look at participation in the shopping festival by retailers around the world—outside of Mainland China—and present examples of the promotions offered around November 11. Read More