Reasons to Read

How can technology providers accelerate the consumerization of healthcare? AI (artificial intelligence) is revolutionizing healthcare, from medical diagnosis to improving patient outcomes—but the implementation of AI technology is not without its challenges.

We discuss the key applications and challenges of AI in healthcare, with examples of technology companies that are making waves in the space.

Companies mentioned in this report include: Ada, Amwell, Babylon Health, Fitbit, MyFitnessPal

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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 July 10, 2023, which included questions on the financial health of consumers.

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

  • Consumer financial health—respondents’ ability to cover bills after losing income, levels of debt and expectations for a financial windfall
  • Avoidance of public places due to Covid-19 concerns, by type of public place—latest data and four-week PPT changes
  • Activities that consumers have done in the past two weeks
  • 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

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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Traditional department stores in China have been greatly impacted by the rapid development of online shopping in the country in recent years. Some have started to transform in response to the change, while others now face bankruptcy. As part of the Market Outlook series from Coresight Research, we dive into the Chinese department stores sector—covering its size and competitive landscape, as well as factors and themes impacting its growth—to offer insights that can help relevant department stores, brands and other retailers.

Data in this research report include:

  • Market size and year-over-year growth rates for Chinese department stores for 2018–2027E
  • Year-over-year changes in China’s GDP for the first quarter of 2019 through the first quarter of 2023
  • Overall urban and urban youth unemployment rates in China for May 2022 through May 2023
  • 2022 revenues of the top 20 department store groups in China

Companies mentioned in this research report include: Alibaba, Chongqing Department Store Co., Easyhome New Retail Group, Shanghai Bailian Group

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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; key topics in this report include how solution providers are solving for security concerns with content indemnification, as well as the latest generative AI announcements from China.

Companies mentioned in this report include: Adobe, Alibaba, Amazon (AWS), Huawei, IBM, Meta, Microsoft, Oracle, Salesforce, Shutterstock

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Louis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.

Data in this research report are:

  • Cora and Match’s store fleet, average selling area, net sales, EBITDA and EBITDA margin in 2022
  • French grocery market share by retailer, as of June 11, 2023

Companies mentioned in this research report are: Carrefour, Cora, E.Leclerc, Louis Delhaize, Match

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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 July 3, 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

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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 how AI (artificial intelligence)-powered predictive analytics is driving data-driven decision-making in retail.

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We present our observations of Amazon’s Prime Day 2023 in the US, held on July 11–12. We discuss Amazon’s foray into travel and healthcare, its supply chain management initiative, labor challenges and more.

Data in this research report include:

  • Proprietary US consumer survey findings—expectations to shop Prime Day deals
  • Selected retailers’ rival promotional events to Prime Day 2023

Companies mentioned in this report include: Amazon, Best Buy, Kohl’s, Macy’s, Target, Walmart

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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: Christmas Tree Shops, Søstrene Grene

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How can Web3 provide more agility and resilience to drive efficiency and profitability in the retail supply chain under today’s evolving industry pressures?

In this report, we explore how a circular, decentralized supply chain can drive key benefits and tackle the challenges currently facing retailers.

We also discuss barriers to Web3 adoption and present notable technology providers whose solutions can support companies in creating a connected, intelligent retail supply chain.

Data and insights in this research report include:

  • Estimated revenues of Web3 service providers, 2022–2027
  • Challenges and limitations facing the retail supply chain
  • Benefits of decentralized ledgers and smart contracts

Companies mentioned in this report include: Blockverify, Everledger, IBM, Project Verte, Provenance, Transborder Logistics, VeChain, Walmart

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The Clorox Company and Reckitt Benckiser Group are global producers of household care, health and wellness, nutrition and hygiene products. Their respective cleaning brands, Clorox and Lysol, are among the most prominent household cleaning products globally.

As part of our Head-to-Head series, we provide company overviews of Clorox and Reckitt, as well as insights into five key elements of their businesses: revenue growth and segmentation, product categories and brands, growth strategies, e-commerce and digital initiatives, and sustainability initiatives.

Data in this research report are:

  • Ranking of the top 15 public CPG companies worldwide by 2022 revenue
  • Revenues and year-over-year revenue change for both Clorox and Reckitt for fiscal 2017 through 2022
  • Clorox and Reckitt’s revenue broken down by product categories and geography for fiscal 2022
  • Operating profits and margin for Clorox and Reckitt for fiscal 2017 through 2022

Companies mentioned in this research report are: The Clorox Company, Reckitt Benckiser

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Selling directly offers increased speed to market, a better understanding of customer preferences and greater control over data, brand perception and pricing. So, how can brands succeed in the DTC (direct-to-consumer) channel?

We discuss the challenges they must overcome and present four technology-driven strategies for brands to scale their DTC businesses effectively, spanning marketing, the consumer journey, supply chain management and immersive customer experiences.

Data in this research report are:

  • Global DTC vs. wholesale metrics for selected apparel and footwear brands/brand owners, 2022
  • Proprietary US consumer survey analysis—product categories bought via DTC and reasons why shoppers buy directly from brands

Companies mentioned in this report include: Adidas, Bambuser, Digital Wave Technology, Hanesbrands, Impact Analytics, NielsenIQ, NIKE, Persado, SegmentStream, Sailthru. Under Armour

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Completing our coverage of the US back-to-school (BTS) retail season, we discuss the product categories and apparel brands that consumers look set to shop this year, analyzing findings from a proprietary survey of US consumers.

Data in this research report include:

  • Product categories that BTS shoppers expect to buy
  • BTS shoppers’ expectations for spending on product categories compared to last year
  • Apparel brands that consumers plan to buy this BTS season
  • Popular apparel and fashion trends for BTS

We break down our overall findings by school level and household income.

Companies mentioned in this report include: Adidas, NIKE, Old Navy, Target, Under Armour, Walmart

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How are brands and retailers using AI (artificial intelligence), retail media, headless commerce, Web3 and social commerce? Are these just fads or are these new technologies truly powering a retail revolution?

At the RetailNext Executive Forum on June 1, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, outlined key retail innovation themes from her latest book, “Next Generation Retail.”

In this presentation, we highlight frameworks for retailers to assess the opportunities that key new technologies offer and develop roadmaps for their implementation.

Key topics include:

  • The CORE framework for implementing AI in retail
  • The 3X3X3 framework: three new things to sell, three new ways to sell, three new promises to the consumer
  • Pillars to create an intelligent supply chain
  • Reassessing your loyalty strategy
  • Advancing sustainability in your organization

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The 6.18 shopping festival is the second largest annual online shopping festival in China. This year, livestreaming and international brands attracted shoppers. We discuss these trends and look at key performance results from Alibaba, JD.com and other notable participants in the 2023 event.

Data in this research report include:

  • Estimated GMV generated by e-commerce platforms during the 6.18 shopping festival
  • Performance data and results from notable players
  • Proprietary survey findings—participation and spending among Chinese consumers in this year’s 6.18

Companies mentioned in this report include: Alibaba (Taobao/Tmall), Douyin, JD.com, Kuaishou, Pinduoduo

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