Insight Report | March 8, 2022 Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur 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 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters. Read More
Deep Dive | March 7, 2022 Premium US Consumer Tracker: Beauty Purchases SlowOur latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. This week, we note a slowing of cosmetics purchases while the public avoidance rate seems to have stabilized. Read More
Store Tracker | March 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 9: Amazon Closing Dozens of Stores in Nonfood RetreatOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. Read More
Deep Dive | March 3, 2022 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce, Private Label and Retail FoodserviceWe discuss five key ongoing consumer shopping trends in the US grocery market, using data sourced from IRI. We examine basket size and trip frequency, sales channels, price per unit, private labels and foodservice. Read More
Deep Dive | March 2, 2022 Premium US Children’s Apparel and Footwear Retailing—Battling a Declining Birth RateWe discuss the US children’s and infants’ apparel and footwear market, covering the market size and growth outlook. We also present key market drivers, the competitive landscape and major trends among brands and retailers looking to better serve childrenswear retail. Read More
Insight Report | March 1, 2022 Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales ExpansionOur 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 February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX. 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
Insight Report | February 28, 2022 Premium US Apparel and Beauty Spending Tracker: January 2022 Sees Further Double-Digit Growth in Clothing and Footwear SpendThe 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 January 2022, showing continuing growth in consumer spending. Read More
Deep Dive | February 28, 2022 Register for Free Access The Secret to Fighting Inflation: Data-Driven Strategies for RetailersFocusing on the fast-moving consumer goods category (FMCG) in the US, we discuss the impact of the current inflationary environment on retailer processes and explore how retailers can deal with those pressures. This free report is sponsored by NielsenIQ. Read More
Store Tracker | February 25, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 8: Year-to-Date US Openings Outnumber Closures Two to OneOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Balenciaga, Hobby Lobby and Whole Foods Market in the US and Bensons for Beds, New Look and Wren Kitchens in the UK. Read More
Insight Report | February 23, 2022 Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur 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 February 20, 2022: Crocs, Under Armour and Walmart. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation. Read More
Insight Report | February 21, 2022 Premium Digitally Native Vertical Brands in the US Food, Beverage and Food Supplement Market: Outperforming in E-CommerceDigitally native vertical brands (DNVBs) are a growing presence in the US food, beverage and food supplement market. We discuss the competitive landscape and three key trends that are driving sector growth. Read More
Deep Dive | February 21, 2022 Premium US Consumer Tracker: Shoppers’ Behavior Is in TransitionUS consumer behavior is in transition as the Omicron surge fades. As consumers return to public places, they are still buying food online, suggesting a possible more permanent shift to e-grocery. Read More