Deep DiveSurprisingly Strong In-Store Shopping Accompanies Prime Day Week: US Consumer Tracker 2023, Week 30 Owen Riley, Analyst July 25, 2023 Reasons to ReadThe 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 July 17, 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 Avoidance of public places, by type of public place—latest data and four-week PPT changes Activities that consumers have done in the past two weeks 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 Other relevant research: Read the full series of US Consumer Tracker reports The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly tracker surveys Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer Sentiment
Event Coverage10 Insights from The Lead Innovation Summit 2023: Winning in Retail Through Immersive Experiences and Genuine Care Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 25, 2023 Reasons to ReadWe present 10 key insights from The Lead Innovation Summit 2023, held on July 12–13, 2023. The event brought together over 2,000 retail leaders from the fashion, beauty, home, consumer and retail innovation community to discuss growth strategies and solutions to key challenges. Don’t miss out on these critical takeaways from industry experts and leading brands, covering inclusivity, consumer engagement and more. Other relevant research: Coresight Research reports on retail technology, physical retail and inclusivity More coverage of industry events Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic
Research DigestInsights Video: Market Navigator—US Grocery Retailing John Mercer, Head of Global Research and Managing Director of Data-Driven ResearchSujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 24, 2023 Reasons to ReadIn this Insights Video, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, and Sujeet Naik, Analyst, present highlights from our Market Navigator on US grocery retailing. They discuss growth drivers and the competitive landscape, and explore key themes in the market. Data in this Insights Video include: Coresight Research estimates on the US grocery market scale—distribution by type of retailer and e-commerce trajectory Proprietary US consumer survey data on the leading brands and retailers in the market Private label vs. name brands—sales growth and market share Completed M&A transactions in the US grocery sector Other relevant research: View the presentation accompanying this video here. Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies All our coverage of grocery retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresAnalyst Corner: Understand Who Shops Where in US Retail, with John Mercer
Insight ReportM&A in US Food and Beverage CPG: Three Key Themes—Category Expansion, Brand Focus and Evolving Consumer Needs Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 24, 2023 Reasons to ReadThe food and beverage consumer packaged goods (CPG) category in the US has witnessed over 100 mergers and acquisitions (M&A) deals over the past four years, as CPG food and beverage companies have increasingly found these deals favorable. Examining recent M&A deals, we explore three key themes in M&A in the US food and beverage sector—namely, category expansion, increased category focus, and evolving consumer needs and expectations. Companies mentioned in this report include: J&J Snack Foods, Keurig Dr. Pepper, Mars, Incorporated, Mondelēz International, Nestlé, Starbucks, Unilever Other relevant research: Five Trends in US Food CPG: Transparency, Sustainability and Technology Lead the Way Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023 See all reports in the Coresight Research US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth
Deep DiveRetail-Related Activities Tick Down: China Consumer Tracker Echo Gong, Senior Analyst July 24, 2023 Reasons to ReadThe 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 July 10, 2023. Data in this research report are: Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes Activities that consumers have done in the past two weeks 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: Read the full series of China Consumer Tracker reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China E-Commerce Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersSector Focus: Luxury Goods—Data GraphicHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsAnalyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John Harmon
Insight ReportJune 2023 UK Retail Sales: Warm Weather Boosts Retail Sales Growth Aditya Kaushik, Analyst July 24, 2023 Reasons to ReadUsing data from the Office for National Statistics (ONS), we analyze UK retail sales in June 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, April–June 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityRetail-Tech Landscape: MarTechDiwali’s Global Rise Is Reshaping the Retail Growth Cycle
Analyst CornerWeinswig’s Weekly: Helping the Retail Ecosystem Understand Generative AI and Its Opportunities John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 23, 2023 Reasons to ReadEach 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,” looks at new research on generative AI (artificial intelligence) and its applications in retail. Other relevant research: Generative AI Latest: Content Indemnification, Security Concerns and Response from Chinese Giants The Coresight Research CORE framework for generative AI in retail The Retail Buzz Around Generative AI—Infographic All Coresight Research coverage of generative AI in retail Read last week’s Weinswig’s Weekly, which discusses how AI-powered predictive analytics is driving data-decision decision-making in retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Stretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores
Event PresentationUS Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies: Highlights from the Market Navigator Sujeet Naik, Analyst July 21, 2023 Reasons to ReadThis presentation accompanies our Insights Video, in which John Mercer, Head of Global Research and Managing Director of Data-Driven Research, and Sujeet Naik, Analyst, present highlights from the Coresight Research Market Navigator on US grocery retailing. In this presentation, we provide insights into growth drivers and the competitive landscape, and explore key themes in the market Data in this presentation include: Coresight Research estimates on the US grocery market scale—distribution by type of retailer and e-commerce trajectory Proprietary US consumer survey data on the leading brands and retailers in the market Private label vs. name brands—sales growth and market share Completed M&A transactions in the US grocery sector Companies mentioned in this presentation include: Albertsons, Ahold Delhaize, Aldi, Dollar General, Dollar Tree, Costco, Kroger, Publix, Target, Walmart Other relevant research: Watch the Insights Video on US grocery retailing. Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies All our coverage of grocery retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September
Insight ReportJune 2023 China Retail Sales: Total Retail Sales Growth Slows Echo Gong, Senior Analyst July 21, 2023 Reasons to ReadWe analyze China’s retail sales for June 2023, in total and by sector, as well as online retail sales and penetration. Data in this research report are: Year-over-year changes in China total retail sales (ex. food service; incl. automobiles and gasoline) for the past 13 months Year-over-year changes in retail sales by sector—April, May and June 2023 Online retail sales as a proportion of total 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. More Coresight Research coverage of retail in China, including our China Consumer Tracker weekly survey reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The STORE Framework for Driving Innovation in RetailThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 29: UK Closures Up 91% Aaron Mark Dsouza, Data Analyst July 21, 2023 Reasons to ReadOur 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: 7-Eleven, Iceland Other relevant research: Weekly US and UK Store Openings and Closure Tracker 2023, Week 28: Christmas Tree Shops Drives US Closures The full collection of Weekly US and UK Store Openings and Closures Tracker reports 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubEarnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicPlaybook: GenAI to Agentic AI—From Pilot to PowerhouseThe CORE 3.0 Framework for Artificial Intelligence in Retail
Deep DiveRetail-Tech Landscape: Drones in Retail Vijay Doijad, Analyst July 20, 2023 Reasons to ReadHow can drones, or unmanned aerial vehicles (UAVs), enhance delivery capabilities and inventory management in retail? We present selected technology providers globally that are offering drone-based solutions for retail. Companies mentioned in this report include: Corvus Robotics, Delta Drone, DJI, Drone Delivery Canada, DroneScan, DroneUp, Gather AI, Manna Drone Delivery, Matternet, Skydio, SkyDrop, Zipline Our landscape infographic summarizes the companies outlined in this report. Other relevant research: Weinswig’s Weekly: Drones Are Really Beginning To Take Off The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery Innovation All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Tariffs and Earnings: What Companies Have Reported—Data GraphicMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John Harmon
Insight ReportUS Meal-Kit Market—Challenging Economic Environment Poses Growth Hurdles Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 20, 2023 Reasons to ReadMeal-kit companies have experienced tremendous growth throughout the pandemic, fueled by the lack of dining-out options. However, with pandemic demand fading, the meal-kit industry is struggling due to seasonal demand challenges, rising inflation and high operational and marketing costs. We examine the size and trajectory of the US meal-kit market, as well as its competitive landscape and key demographics, themes and challenges we will be watching in the space in 2023 and beyond. Data in this research report include: Total sales and sales growth for the US meal-kit market for 2018–2027E US meal-kit market share by company for 2019–2022 Proprietary research data on what meal-kit subscription services consumers used in the past year and why Marketing and fulfillment expenses for Blue Apron, Hello Fresh and Marley Spoon for 2020–2022 Companies mentioned in this report include: Blue Apron, DoorDash, HelloFresh, Kroger, Marley Spoon, Sunbasket Other relevant research: Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies US Online Grocery Survey 2023: Insights into Shopper Behaviors, Quick Commerce and Meal Kits Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over Year
Insight ReportCommerceTech Power List 2023: Unveiling the Innovators Shaping the Future of Retail Vijay Doijad, Analyst July 19, 2023 Reasons to ReadIn partnership with Bain & Company and Bain Capital Ventures, Coresight Research is thrilled to share the unveiling of the inaugural CommerceTech Power List 2023, which recognizes and celebrates exceptional, venture-backed innovators in the commerce and marketing tech space that are shaping the future of retail. The winners—the top 10 Power Players and five Rising Stars—are acknowledged for their contributions and achievements, with a focus on their potential implications for driving retail performance. Read this report to learn more about the CommerceTech Power List 2023, including details on the winners. Other relevant research: The Coresight Research Retail-Tech Landscape series spotlights innovators that are disrupting the retail industry. More Coresight Research reports on emerging technology This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores
Insight ReportUS and UK Retail Bankruptcies Latest, July 2023 John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 19, 2023 Reasons to ReadWe provide an update on retailers and retail-adjacent companies filing for bankruptcy in the US and the UK. Data in this research report are: Major US and UK retail bankruptcies in 2Q23 and 3Q23 to date Companies mentioned in this report include: Lunya, Rockport, Tuesday Morning Other relevant research: The previous report in the US and UK Bankruptcies Latest series, outlining developments as of mid-June 2023 Reviewing America’s Retail Bankruptcies: A Slowdown in 2022 but Warning Signs Ahead The full collection of Weekly US and UK Store Openings and Closures Tracker reports The Coresight Research Retail Bankruptcies Databank Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer CautionInnovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer VisionRetail 2025: China Retail PredictionsAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar
Insight ReportJune 2023 US Retail Sales: Higher Wages and Slower Inflation Drive Moderate Retail Sales Growth Primel Konok, Analyst July 18, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in June 2023, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), June 2022–June 2023 Year-over-year changes in retail sales by sector, May 2023 and June 2023 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. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Transforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverRetail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Innovator Matrix: Retail Media
