Mass Merchandisers, Discount Stores, Warehouse Clubs

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Deep Dive | July 12, 2022 Premium

US Consumer Tracker: How Did Consumers Celebrate Independence Day?

Fewer US consumers avoided public places over the Fourth of July holiday weekend, with many choosing to dine out or visit coffee shops. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | July 5, 2022 Premium

Reducing GHG Emissions in Retailers’ Supply Chains: The Beginning of a Long Journey to Sustainability

US corporations are facing growing pressure from the government and stakeholders to reduce their greenhouse gas (GHG) emissions through their supply chains. We discuss how 10 US retailers with global supply chains (selected from the Coresight 100) are responding—covering net-zero goals, science-based targets and more.

Deep Dive | July 5, 2022 Premium

US Consumer Tracker: The Summer of Travel Rages On

US consumers continue to travel more. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | July 4, 2022 Premium

1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory Surge

Our 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year.

Deep Dive | June 28, 2022 Premium

US Consumer Tracker: Consumers Shop More In Person as Avoidance Drops

Consumers are shopping more in-person as overall avoidance drops. The latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | June 23, 2022 Premium

Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational Strategies

This report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected.

Deep Dive | June 23, 2022 Free Report

Discovering Hidden Treasure in Your Supply Chain Data

We analyze the supply chain challenges that fast-moving consumer goods (FMCG) retailers and suppliers are currently facing and how data sharing and supply chain management solutions can solve these challenges and provide revenue-generating opportunities. This free report is sponsored by NielsenIQ.

Deep Dive | June 22, 2022 Premium

1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Deep Dive | June 22, 2022 Premium

US Consumer Tracker: Consumers Further Shift Spending To Experiences

Consumer spending is shifting toward travel and experiences, even as inflation forces shoppers to cut back on groceries. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Store Tracker | June 17, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 24: Amazon and BJ’s Wholesale Club Announce Store Expansion Plans

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, BJ’s Wholesale Club and Casey’s General Stores, among others, in the US and Boots, Costcutter and Deichmann, among others, in the UK.

Deep Dive | June 16, 2022 Premium

Think Tank: Livestreaming E-Commerce Gains Ground in the US

The live shopping landscape is growing more competitive as consumer adoption increases. In this Think Tank, we explore the livestreaming e-commerce market in the US, including its size, market factors and themes we are watching.

Insight Report | June 15, 2022 Premium

Walmart Spearheads RFID, Again

We examine Walmart’s growing use of radio frequency identification (RFID) technology, including its January 2022 mandate for its suppliers. Read more about RFID’s place in the mass retailer’s omnichannel strategy.

Deep Dive | June 7, 2022 Premium

US Consumer Tracker: Shoppers Feel the Impact of Rising Grocery Prices

Forty-year-high inflation is dampening consumers’ grocery shopping patterns and discretionary spending. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | June 7, 2022 Premium

Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ Sales Decline

Our 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 29, 2022, namely Big Lots, Capri Holdings, Lululemon, PVH Corp. and RH.

Deep Dive | June 6, 2022 Premium

US Consumer Tracker Extra: Are Shoppers Consolidating Trips to Stores Amid Record-High Gas Prices?

As record-high US gas prices force consumers to adapt their shopping patterns, we examine consumer behavior broken down by age and income band, 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.