Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this research report include:

  • 2023 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2022 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2023 major US store closures and openings
  • 2023 major UK store closures and openings

Companies mentioned in this research report include: Office Depot, Frasers Group

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Reasons to Read

This presentation accompanies our Insights Video, in which Swarooprani Muralidhar, Director of Research and Managing Director of Health Care, and John Mercer, Head of Global Research and Managing Director of Data-Driven Research, present highlights from the Coresight Research Market Navigator on US beauty retailing.

In this presentation, we provide insights into growth drivers and the competitive landscape of the market, and explore key themes in US beauty.

Data in this presentation include:

  • US beauty market size and year-over-year growth rates for 2018–2027E
  • Category shares for the US beauty market for 2017, 2022 and 2027E
  • Online sales as a percentage of total sales for the US beauty market for 2018–2027E
  • Proprietary survey data on where and why US consumers buy their beauty products

Companies mentioned in this presentation include: Coty, Dillard’s, Estée Lauder, L’Oréal, Macy’s, Sephora, Target, Ulta Beauty, Unilever, Walgreens, Walmart

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This Research Preview offers an early look at our report on the future of the US mall, The Future of Malls: Analyzing Mall Retail Dynamics Through 2030. In that report, we will provide quantitative predictions and analyze sector dynamics for US malls through 2030, including market scale, opportunities, retailer behavior and new trends in construction and mall space usage.

The Coresight Research Future of… series analyzes trends and technology that could transform retail by 2030.

Other relevant research:

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We explore the market size and trajectory of the US men’s plus-size apparel market, major factors impacting the market, its competitive landscape, and themes we are watching in 2023 and beyond in the space. Key topics include the growing overweight population in the US, inflation, changing consumer preferences and emerging trends in the sector.

Data in this research report include:

  • US men’s plus-size apparel market size and year-over-year growth rates, 2018–2027E
  • The US men’s plus-size apparel market’s share of the entire men’s apparel market, 2018–2027E
  • Obese males’ share of the total us adult male population, 2011–2021
  • Proprietary survey data on US male consumers’ plus-size purchasing habits and spending levels

Companies mentioned in this report include: Adidas, Amazon, Gap, Kohls, NIKE, Target, Under Armour, Walmart

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Step into a world where data transforms into insights, and fragmented trails of customer interactions find their way into coherent identities. This report unveils the challenges and opportunities that lie ahead for brands and retailers in the wake of the impending end of third-party cookies. As the digital realm expands with an array of channels and devices, deciphering customer data trails becomes essential.

In this report, readers will learn about:

  • The importance of data insights in a growing digital landscape
  • Hidden customer interactions and their implications
  • The impacts of the “cookie apocalypse” by Apple and Google
  • Challenges and opportunities in the era post third-party cookies
  • The evolution and capabilities of customer data platforms (CDPs)
  • The role of CDPs in creating unified customer profiles
  • The functions of CDPs
  • Strategies for adapting to changing privacy norms
  • How to leverage customer data for personalized growth in the digital space

Stay ahead in data-driven marketing. Dive into this report to unlock the secrets of customer data transformation and make informed decisions for a successful future. This free Custom Report is produced in partnership with VASS, a diversified technology consulting firm headquartered in Madrid, Spain, with offices in 26 countries. This report presents real-world case studies from VASS that illuminate the transformative potential of CDPs and their role in constructing robust customer profiles.

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Reasons to Read

The Coresight Research weekly US Consumer Tracker takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this report, we present findings from our survey conducted on August 14, 2023.

Data in this report are our latest proprietary survey findings on:

  • Which retailers consumers have bought food and nonfood products from in the last two weeks
  • What products consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and four-week PPT changes

Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2023 earnings.

This week, there are highlights from companies that reported in the week ended August 20, 2023, across six sectors: beauty, e-commerce, home and home-improvement, luxury, mass merchandisers and specialty apparel. 

Data in this report are:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Estée Lauder, Home Depot, JD.com, Ross Stores, Tapestry, Target, The TJX Companies, Walmart

Other relevant research: 

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How can retailers tap the benefits of Web3? We present selected technology providers globally that are offering Web3 solutions for retail, in the areas of infrastructure, payments, security, supply chain and more.

Companies mentioned in this report include: 3DOS, Alchemy Insights, Ava Labs, Baanx, Caldera, CertiK, Chainalysis, ConsenSys, Cultos, DSCVR, Fireblocks, IndyKite,  MoonPay, Mysten Labs, Neon Labs, Ocavu, Tezos, WaveBL, Yuga Labs

Our landscape infographic summarizes the companies outlined in this report.

Other relevant research:

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Reasons to Read

Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries.

In this Market Navigator report, Coresight Research explores the US beauty market in the post-pandemic retail environment. We provide the size and trajectory of the US beauty retail market for 2023 and beyond and critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, key themes and innovators, as well as blue-sky thinking for the market.

Data in this research report include:

  • US beauty market size and year-over-year growth rates for 2018–2027E
  • Category shares for the US beauty market for 2017, 2022 and 2027E
  • Category sales breakdown for the US beauty market for 2022, 2023E and 2027
  • Total online sales for the US beauty market for 2018–2027E
  • Online sales as a percentage of total sales for the US beauty market for 2018–2027E

Companies mentioned in this report include: Bath & Body Works, Coty, The Estée Lauder Companies, Kohl’s Corporation, L’Oréal, LVMH, Sally Beauty Supply, Sephora, Target, Ulta Beauty

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The Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—from retailers, governments, and platform and solution providers.

Learn about key trends in the space; topics in this report include Amazon’s initiatives (announced at AWS Summit 2023), the foray of the home sector into the generative AI space, and Dyntatrace’s launch of hypermodal AI.

Companies mentioned in this report include: Adobe, Amazon, Colgate-Palmolive, Dynatrace, IKEA, Kickstarter, Newegg, Nvidia, Shopify, Wayfair, Wix

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The Coresight Research weekly China Consumer Tracker takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our survey conducted on August 7, 2023.

Data in this research report are:

  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes
  • What products consumers have bought in-store and online in the last two weeks
  • Expectations for economic conditions and personal finances in the next 12 months
  • A timeline of selected Covid-19 policy changes in China

Other relevant research:

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Using data from the Office for National Statistics (ONS), we analyze UK retail sales in July 2023, in total and by sector.

Data in this report are:

  • Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months
  • Year-over-year changes in retail sales by sector, May–July 2023
  • Year-over-year changes in online retail sales for the past 13 months

Other relevant research:

Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US.

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Each report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

This week’s note, “From the Desk of Deborah Weinswig,” discusses Amazon’s retreat in private label. We look at this move and wider private-label trends in US retail.

Data in this research report include:

  • Proprietary US consumer survey data—proportion of Amazon apparel shoppers who bought private labels on Amazon.com in the past 12 months, 2018–2023

Companies mentioned in this report include: Amazon, Macy’s, Shein, Target, Temu, Zalando

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this research report include:

  • 2023 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2022 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2023 major US store closures and openings
  • 2023 major UK store closures and openings

Companies mentioned in this research report include: Office Depot, Frasers Group

Other relevant research:

Complementing our weekly reports, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2023 year to date, filterable by sector and year—now including retailer-level data.

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On August 16, 2023, supermarket chain Aldi announced plans to increase its presence in the Southeast region of the US by acquiring Winn-Dixie and Harveys Supermarket stores.

We discuss the details of the acquisition its implications for the US grocery retail sector.

Data in this research report include:

  • US store counts of selected grocery discounters in the US
  • Proprietary US consumer survey analysis—proportions of respondents who recently shopped for food from selected grocery chains (overall and by age)

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi US, Kroger, Grocery Outlet, Lidl, Publix, Save A Lot

Other relevant research:

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