Deep Dive | May 6, 2022 Premium Retail-Tech Landscape: Digitally Native Vertical Brands (DNVBs)Digitally native vertical brands (DNVBs) position their success on their ability to directly understand and respond to today’s consumers’ unmet needs. We present selected digitally native vertical brands across compelling online retail categories Find more DNVBs on our new DNVB Databank, under the Data tab of this website. Read More
Store Tracker | May 6, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% 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 Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Deep Dive | May 3, 2022 Premium US Consumer Tracker: Shoppers Continue Spending on Services as Avoidance Hits New LowConsumer avoidance of public places reached another new low while inflation hits consumers’ pockets as Dollar General sees a rise in shoppers. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Store Tracker | April 29, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 17: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ashley HomeStore, Barnes & Noble and Faherty Brand in the US and Decathlon, Hobbycraft and JD Sports in the UK. Read More
Insight Report | April 29, 2022 Premium US Apparel and Beauty Spending Tracker: March 2022 Clothing and Footwear Growth Slows to 3%The 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 March 2022, showing that spending is up 3% year over year. Read More
Market Outlook | April 27, 2022 Premium Market Outlook: US Beauty Retailing—Clean Beauty and Premiumization Drive GrowthThe US beauty market is poised for growth driven by clean beauty and premiumization. This report analyzes the market factors, online market, competitive landscape, and themes we are watching for 2022. Read More
Deep Dive | April 25, 2022 Premium US Consumer Tracker: Consumer Travel Spikes as Avoidance Hits New LowConsumer avoidance of public places has hit a new low, and consumer travel has spiked, offering significant opportunities for physical US retail. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | April 22, 2022 Premium March 2022 UK Retail Sales: Volumes Slump as Inflation Finally Hits Consumers’ PocketsIn March 2022, UK retail sales volumes fell 2.5% year-over-year while online sales declined by 20.6%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Store Tracker | April 22, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 16: US Store Openings Approach 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, features highlights from Uniqlo, Walmart and West Elm in the US and Dunelm, Sweaty Betty and Tesco in the UK. Read More
Insight Report | April 19, 2022 Premium India Retail Insights: Retail and Retail-Tech—Upcoming IPOs in 2022As part of our India Retail Insights series, we examine upcoming initial public offerings (IPOs) in India in the retail and retail-tech sectors and discuss key reasons for the recent rise in India’s IPO activity. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 16.5%In March 2022, total US nonfood store traffic increased by 16.5% year over year, lower than February’s growth of 31.9% 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 | April 19, 2022 Premium US Consumer Tracker: Short-Term Ebbs and Flows Amidst Longer-Term Return to NormalcyConsumer avoidance rose this week, indicating short term ebbs and flows that are part of a longer-term return to normalcy. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Sales: Forty-Year High Inflation Squeezes Discretionary SpendingMarch 2022 US retail sales, excluding gasoline and automobiles, grew by 4% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Store Tracker | April 15, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 15: US Store Closures Down 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 Fresh Market, Outdoor Voices and Walmart in the US and Deichmann, HMV and Oliver Bonas in the UK. Read More
