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 July 3, 2023.

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

  • 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
  • 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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Reasons to Read

How can retailers harness the power of data to drive sales and enhance operational efficiency? We present selected technology providers globally whose solutions are helping retailers to build and optimize their analytics capabilities, covering customer behavior analysis, demand forecasting, pricing optimization and more.

Categories covered in this landscape are:

  • Customer analytics
  • In-store, web and mobile analytics
  • Inventory and supply chain analytics
  • Predictive analytics and demand forecasting
  • Pricing and revenue optimization

Companies mentioned in this report include: Afresh, Amplitude, Banyan, Bluecore, Impact Analytics, Pathr.ai, Placer.ai, Quantum Metric, Syrup

Our landscape infographic summarizes the companies outlined in this report.

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Reasons to Read

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 June 26, 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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Reasons to Read

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 key technologies that are driving the evolution of the checkout process in online and offline retail.

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Reasons to Read

We assess the transformative impacts of artificial intelligence (AI)-powered predictive analytics in the retail industry, exploring how advancing technologies and changing consumer expectations are transforming retailers’ decision-making, personalization efforts and supply chain management. Discover key opportunities in the fast-changing data forecasting and predictive analytics sector, which will total $49.5 billion in 2027, Coresight Research estimates.

Data in this research report include:

  • US predictive analytics solution providers’ revenues—total and year-over-year changes, 2018–2027E
  • The functions of demand forecasting and predictive analytics
  • Key examples of companies deploying predictive and prescriptive analytics

Companies mentioned in this research report include: Amazon, 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: Alimentation Couche-Tard, Superdry

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

Data in this research report include:

  • BTS shopping expectations by channel—online versus in-store
  • Average planned spend per child on BTS shopping by channel—2023 vs. 2022
  • Where BTS shoppers plan to shop, by retailer—overall and breakdowns by school level and household income
  • Where BTS shoppers plan to shop, by retailer—online versus in-store
  • Additional survey findings from our weekly US Consumer Tracker—proportions of consumers shopping for nonfood products at selected retailers

Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree, Foot Locker, Kohl’s, Macy’s, Sam’s Club, Shoe Carnival, Target, TJX, Walmart

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Amazon India will hold its seventh annual Prime Day shopping festival on July 15–16, 2023. We present five key insights ahead of the event, covering its focus areas, Amazon India’s continued support for SMBs (small and medium-sized businesses), headline discounts and more.

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Reasons to Read

The US will see more than 60 million square feet of retail space close in 2023, with Walgreens contributing over 2 million square feet to that figure.

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of June 30, 2023.

Data in this report are:

  • Year-to-date announced US store closures and openings estimates for 2023, by retailer
  • Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer
  • US announced store closures and openings: week-by-week data for year-to-date 2023 versus the comparable period in 2022

Companies mentioned in this report include: Amazon, Casey’s General Stores, Dollar General, Gap Inc., Walgreens Boots Alliance

Other relevant research:

  • View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.
  • The Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2022 year to date, filterable by sector and year.
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In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among US retailers listed in the Coresight 100.

In this report, we look at the inventory levels of various retailers in 1Q23 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—Academy Sports & Outdoors, American Eagle Outfitters, Burlington Stores, Gap Inc., Ross Stores, The TJX Companies and Urban Outfitters
  • Beauty retail—Bath & Body Works and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • Discount stores—Big Lots and Dollar Tree
  • Drugstores—CVS Health and Walgreen Boots Alliance
  • Electronics retail—Best Buy
  • Food and grocery retail—Albertsons Companies, Kroger, Sprouts Farmers Market, Weis Markets
  • Home and home-improvement retail—Home Depot, Lowe’s Companies and Williams-Sonoma
  • Jewelry retail—Signet Jewelers
  • Luxury retail—Capri Holdings and Tapestry
  • Mass merchandisers—Target and Walmart
  • Warehouse clubs—BJ’s Wholesale Club and Costco

Click here to read the previous report in the series, which looks at 4Q22.

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Reasons to Read

Coresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team.

Companies mentioned in this research report include: Alibaba, Bloomingdales, Cartier, Guess?, JD.com, Saks Fifth Avenue, Sephora, Target

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Reasons to Read

The Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector.

This report analyzes the latest data available as of the end of June 2023.

Data in this report include:

  • US housing permits, starts and completions
  • US existing home sales
  • US Pending Home Sales Index
  • US new home sales
  • US Housing Affordability Index

Other relevant research:

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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, as well as our four-weekly check on consumers’ perceptions of and reactions to inflation, based on exclusive proprietary survey data.

In this report, we present findings from our survey conducted on June 26, 2023.

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

  • Consumers’ perceptions of and responses to inflation
  • 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 research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart

Other relevant research:

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Boohoo Group and Primark (which is owned by Associated British Foods) are two major UK-based apparel retailers offering fast fashion products at ultra-low prices. However, the retailers each have distinctive business models and target different customer bases. As part of the Head-to-Head series from Coresight Research, we provide insights into the companies’ business models, revenues, key strategies, collaborations and sustainable initiatives.

Data in this research report include:

  • UK revenue and year-over-year revenue growth for both Boohoo Group and Primark
  • Worldwide revenue for Boohoo Group and Primark for fiscal 2022, broken down by geography
  • Each company’s total operating margin for fiscal 2018–2022
  • Primark stores by geography
  • Social media follower counts for Boohoo and Primark

Companies mentioned in this report include: Associated British Foods, Boohoo Group, DHL, Myntra, Primark and Shein

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Coresight Research estimates that the US market for checkout and payment technology totals nearly $23 billion in 2023 and will grow at a CAGR of 11.5% through 2027. From traditional manned counters to self-service kiosks and mobile payments, checkout technologies have evolved to enhance customer convenience, streamline operations and improve sales performance.

We present selected companies globally whose technology solutions are helping retailers to build and optimize their checkout capabilities, both online and offline.

Categories covered in this landscape are:

  • BNPL (buy now, pay later) and mobile payment solutions
  • Fraud detection and prevention
  • Payment gateways
  • POS (point-of-sale) systems
  • Product recommendation and data analytics

Companies mentioned in this report include: Bolt, Caper, Grabango, Personalization, Riskified, Sezzle, Signifyd, Standard AI, Trigo

Our landscape infographic summarizes the companies outlined in this report.

Other relevant research:

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