Deep DiveFinancial Health Update and Consumers’ Increase in Activity: US Consumer Tracker 2023, Week 25 Owen Riley, Analyst June 20, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Tracker takes a regular temperature check on US consumer behavior and sentiment, based on exclusive, proprietary survey data. In this report, we present findings from our survey conducted on June 12, 2023, which included questions on the financial health of consumers. Data in this research report include proprietary survey findings on: Consumer financial health—respondents’ ability to cover bills after losing income, levels of debt and expectations for a financial windfall Where consumers have bought food and nonfood products in the last two weeks Product categories that 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 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: Read the full series of US Consumer Tracker and US Consumer Tracker Extra 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicThree Data Points We’re Watching This Week, Week 3: Retailer FocusMarch 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context
Market Navigators/Market OutlookMarket Navigator: US Grocery Retailing—Executive Summary Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 19, 2023 Reasons to ReadGain a sneak peek into our upcoming research on US grocery retailing! This Executive Summary offers selected highlights from the next report in our Market Navigator series, which offers in-depth, data-rich views of retail, consumer and technology sectors. We present critical insights into the US grocery retail market, covering its size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, and more. Our full Market Navigator on the US grocery retail market will publish on June 26, 2023. Data in this research report include: Coresight Research estimates on market scale and opportunity for the US grocery market, including estimated total sales growth for 2023 Proprietary US consumer survey data on the leading brands and retailers in the market Companies mentioned in this report include: Albertsons, Amazon, Costco, Dollar General, Dollar Tree, Kroger, Walmart Other relevant research: All Coresight Research reports on grocery retailing Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. More Market Navigator and Market Outlook reports For more information on the Market Navigator series, read the Weinswig’s Weekly report in which we announced this new product. 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:Profiling Six Artificial Intelligence Startups: AI Showcase InsightsThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable Games
Deep DiveConsumer Avoidance Falls: China Consumer Tracker Echo Gong, Senior Analyst June 19, 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 June 5, 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:JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusRetail-Tech Landscape: Supply Chain Technology
Analyst CornerWeinswig’s Weekly: Is the Metaverse Dead for Retail? John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 18, 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,” discusses whether the metaverse is still relevant for retail. Other relevant research: Our full report on the state of the metaverse in retail US Metaverse Fashion Market: Rapid Growth Ahead, Six Challenges To Watch More research reports on the metaverse 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:Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicCPG Giants Realign Through Over $100 Billion in M&A, Demergers and Divestments
Event PresentationRetail Shrink and Loss-Prevention Methods—Presentation Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 16, 2023 Reasons to ReadLoss-prevention events are becoming more frequent, impacting retailers’ profitability. As a percentage of total US retail sales, retail shrink represented $94.5 billion in losses in 2021, up 4% year over year. How are retail companies tackling security challenges? On June 15, 2023, Coresight Research presented on retail shrink and loss-prevention methods. In this presentation, we consider the factors causing retail shrink and the rise of ORC (organized retail crime), with examples of ORC and reports of shrink by notable retail companies. We also discuss retail investment in loss-prevention technology, including RFID and video surveillance. Data in this report include: Inventory shrink, by source Increase in risk and threat priorities to retailers over the past five years Reports of shrink by notable retailers in 1Q23 US cities affected by ORC Retailers’ prioritization of loss prevention and investment in technologies to tackle shrink Companies mentioned in this report include: Apple, CVS, Home Depot, Lowe’s, Target, Walmart Other relevant research: Watch our Insights Video for more insights from our analysts on loss prevention. Our free report, sponsored by Sensormatic: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 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: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonFinancial Sentiment Improves; Plus, Online Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
Research DigestInsights Video: Retail Shrink and Loss-Prevention Methods Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 16, 2023 Reasons to ReadLoss-prevention events are becoming more frequent, impacting retailers’ profitability. How are retail companies tackling security challenges? In this Insights Video, Coresight Research analysts John Harmon and Primel Konok present key insights on loss prevention and enabling technologies, including RFID and video surveillance. Data in this video include: Inventory shrink, by source Increase in risk and threat priorities to retailers over the past five years Reports of shrink by notable retailers in 1Q23 US cities affected by ORC Retailers’ prioritization of loss prevention and investment in technologies to tackle shrink Companies mentioned in this video include: Apple, CVS, Home Depot, Lowe’s, Target, Walmart Other relevant research: Retail Shrink and Loss-Prevention Methods—Presentation Our free report, sponsored by Sensormatic: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 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:Retail-Tech Landscape: Retail MediaTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025April 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds
Insight ReportMay 2023 US Retail Sales: Resilient Consumers Drive Retail Sales Growth Primel Konok, Analyst June 16, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in May 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), May 2022–May 2023 Year-over-year changes in retail sales by sector, April 2023 and May 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:Financial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicRetail-Tech Landscape: Unified CommerceThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 24: UK Openings Up 38% Aaron Mark Dsouza, Data Analyst June 16, 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: Casey’s General Stores and M&Co Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 23: US Closures Up 61% 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:Weekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresInnovator Matrix: Retail MediaChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik Bhatia
Insight ReportUS and UK Retail Bankruptcies Latest, June 2023 John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 16, 2023 Reasons to ReadWe provide an update on retailers and retail-adjacent companies filing for bankruptcy in the US and the UK so far in 2Q23. Data in this research report are: Major US and UK retail bankruptcies in 2Q23 Companies mentioned in this report include: Bed Bath & Beyond and Planet Organic Other relevant research: 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:Weekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data Graphic
InfographicUS Social Commerce Survey 2023—Infographic: Video-Centric Platforms and Influencers Offer Opportunities for Brands Charlotte Rothschild, Analyst June 15, 2023 Reasons to ReadHow are US consumers shopping on social media? This infographic presents highlights from our latest annual social commerce survey, analyzing how shoppers engage with social media platforms and the trends shaping the future of social commerce. We provide valuable insights for brands and retailers to gain a competitive edge in developing and enhancing their social commerce strategies. In this infographic, we focus on opportunities in three areas: Video-based platforms Influencers Trust Data in this infographic, based on proprietary survey findings, include: Use of social media in the shopping process—platforms used, reasons for shopping on social media, and more Tapping the power of influencers/celebrities—reasons for following influencers and the impact of influencers on shopping behaviors Companies mentioned in this report include: Facebook, Instagram, TikTok, Twitter, YouTube Other relevant research: Read the full report for our complete survey analysis of consumer trends across product categories, social media platforms and consumer demographics. All Coresight Research coverage of digital 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:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
Deep DiveUS Social Commerce Survey 2023: Video-Centric Platforms and Influencers Offer Opportunities for Brands Charlotte Rothschild, Analyst Sector Lead: Philip Moore, Head of Custom Research June 15, 2023 Reasons to ReadHow popular is social commerce in the US, and how are consumers shopping on social media? Our latest annual social commerce survey analyzes consumer trends across product categories, social media platforms and consumer demographics. We provide valuable insights for brands and retailers to gain a competitive edge in developing and enhancing their social commerce strategies. Data in this research report, based on proprietary survey findings, include: Use of social media in the shopping process—social platforms used, purchase frequency, reasons for shopping on social media, prevalence of and reasoning behind abandoning purchases, and more Tapping the power of influencers/celebrities—types of influencers that consumers follow, their reasons for doing so, and the impact of influencers on shopping behaviors Companies mentioned in this report include: Facebook, Instagram, TikTok, Twitter, YouTube Other relevant research: View highlights from this report in our corresponding infographic. All Coresight Research coverage of digital 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterThree Data Points We’re Watching This Week, Week 34: US Retail Sales OutlookEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
Deep DiveExploring International Home and Home-Improvement Sector Retailing in the UAE Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 15, 2023 Reasons to ReadWe discuss international home and home-improvement retailers operating in the United Arab Emirates (UAE), drawing on data from Statista and the UN and the Coresight Research team’s interviews with retail executives and customers in the UAE. Data in this research report Include: UAE home and home-improvement market size and year-over-year growth, 2018–2027E UAE population size, population density and age demographics Coresight Research interviews with retail executives and customers in the UAE Companies mentioned in this research report are: Ace Hardware, Ashley Furniture HomeStore, IKEA, La-Z-Boy and Williams-Sonoma Other relevant research: E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online Offerings Home and Home-Improvement Retail: Key Factors Influencing US Shoppers How the US Home and Home-Improvement Market Can Target Millennials 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:Innovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights
Insight ReportFive Things To Know About Generative AI in China Terence Ng, Senior Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 14, 2023 Reasons to ReadChina is racing against the US to become a prominent global leader in AI (artificial intelligence), with Chinese tech giants launching their own generative AI chatbots to compete with OpenAI’s ChatGPT. We present five things brands and retailers should know about China’s generative AI market, covering the latest technology developments, details of major chatbots and the business benefits and risks of generative AI. Data in this report include: New, proprietary estimates and projections for global generative AI software revenues, 2022–2027E Timeline of generative AI chatbot launches in China Companies mentioned in this report include: Alibaba, Baidu, JD.com, OpenAI, SenseTime Other relevant research: ChatGPT and Generative AI: Five Things Retailers Should Know Building Blocks of the Metaverse: Artificial Intelligence (AI) All Coresight Research coverage of emerging technology and China 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:Sector Focus: Home and Home-Improvement Shopping—Data GraphicAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
Event CoverageManhattan Momentum 2023 Conference: Manhattan Associates Adds RFID, Touts Cloud-Native Architecture, Generative AI Potential and Google Shopping Integration John Harmon, CFA, Managing Director of Technology Research June 14, 2023 Reasons to ReadThe Coresight Research team attended the Manhattan Momentum 2023 conference in Phoenix, Arizona, during May 22–25, hosted by software solutions provider Manhattan Associates. Catch up on the highlights from the event with our report, which covers developments from Manhattan Associates on RFID (radio-frequency identification), new software architecture, generative AI, Google integration and more. Other relevant research: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More ChatGPT and Generative AI: Five Things Retailers Should Know—Update More research reports on emerging technology All Coresight Research event coverage 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:Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerAugust 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost Fades4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged
Deep DiveUS Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To Grow Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 14, 2023 Reasons to ReadWith professionals’ return to the office, consumers’ growing emphasis on active lifestyles and technological advancements driving watch purchases in the US, we examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond. Data in this research report include: US consumer spending on watches for 2018–2027E Year-over-year sales growth, both overall and by category, for the US watch market for 2018–2027E Year-over-year changes in the consumer price index of watches for April 2022–April 2023 Proprietary survey data on dollar amount spent per watch bought, watch brands shopped, important watch features and more Number of high-net-worth individuals by country Companies mentioned in this report include: Casio, Kering, LVMH, Richemont, Rolex, Tapestry and Timex Other relevant research: Market Navigator: US Apparel and Footwear Retailing—After the Bounce, What’s Next? Market Outlook: US Luxury Set for Solid Growth Why Now for YNAP? Farfetch’s Acquisition of YOOX Net-A-Porter Group Empowers Richemont To Focus on Jewelry and Watches 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:Rolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusThe Great Retail Reset: When Cost, Culture, and AI CollideAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya
