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 May 15, 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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With the worst effects of the pandemic and Covid-19-related fears in the rear-view mirror, in-person retail, including malls and standalone stores, is witnessing a revival in India as consumers venture out for shopping, dining and entertainment. We examine five key trends signaling this strong revival of brick-and-mortar retail in India.

Data in this research report include:

  • Consumer spending on retail categories in India and year-over-year change for fiscal 2017–2027E
  • Indian consumers reason for preferring in-store shopping
  • Retail real estate leasing rates for full-year 2022 in India

Companies mentioned in this research report include: Apple, Biba, Levi Strauss, Reliance Retail and Tata Group

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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 the power of generative AI (artificial intelligence) and its significance in retail.

Other relevant research:

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Reasons to Read

We present highlights from our sixth annual Amazon Apparel US Consumer Survey research report, which explores the preferences and habits of US clothing and footwear shoppers on Amazon.com.

In this infographic, we answer three key questions:

  • How popular is Amazon.com among apparel shoppers?
  • Does Prime membership influence apparel shopping?
  • Why do apparel shoppers buy from Amazon?

Proprietary survey data in this infographic include:

  • Proportions of US shoppers who have bought and expect to buy apparel from Amazon.com, 2028–2023
  • Proportion of US apparel shoppers who made an apparel purchase via a Prime membership, 2023
  • Apparel shoppers’ reasons for shopping on Amazon.com, 2023 vs. 2022

Other relevant research:

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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: Boot Barn and Shoe Zone

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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The Coresight Research monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

In this week’s report, we examine which retailers are successfully persuading consumers to cross the aisle and shop for both food and nonfood products, based on our proprietary survey data in year-to-date 2023.

Data in this research report, based on proprietary survey findings, include:

  • Proportions of consumers who have bought food, nonfood, both or neither at mass merchandisers, dollar stores and warehouse clubs
  • Breakdown of shopping trends by household income
  • Product categories purchased by selected groups of shoppers

Companies mentioned in this report include: Amazon, Costco, Dollar General/Family Dollar, Sam’s Club, Target, Walmart

Other relevant research:

  • Read the full series of US Consumer Tracker and US Consumer Tracker Extra reports
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Reasons to Read

We present five trending technology themes from Shoptalk US and Shoptalk Europe 2023, covering generative AI (artificial intelligence), Web3 in the supply chain, and more.

Coresight Research is a research partner of Shoptalk US and Shoptalk Europe.

Companies mentioned in this research report include: Ahold Delhaize, Chewy, COS, GNC, Google, Haute.ai, Lowe’s, OpenAI, PacSun, Pinterest, Poshmark, Sonae MC, Verishop, Zalando

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We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management.

Companies featured are those within our Coresight 100 coverage list, our watch list of key brands and retailers.

Data in this research report include:

  • Revenues and gross margins of selected sportswear brands in the first quarter of 2023
  • Inventories of selected sportswear brands at the end of the first quarter of 2023
  • Apparel and footwear sales of selected sportswear brands in the first quarter of 2023

Companies mentioned in this report include: Adidas, Columbia Sportswear, Puma, Skechers and Under Armour

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Reasons to Read

The Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of May 19, 2023.

Data in this research report include:

  • Proprietary Coresight Research projections for retail sales growth by month for the next 12 months
  • US actual retail sales versus model predicted sales
  • US unemployment rate and labor force participation rate
  • US average hourly wages for all private-sector employees
  • US annualized real disposable income per capita

Other relevant research:

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

This week, there are highlights from companies that reported in the week ended May 21, 2023, across five sectors: beauty, e-commerce, home and home improvement, mass merchandisers and specialty apparel. 

Data in this research 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: Alibaba, Bath & Body Works, Home Depot, Ross Stores, Target, The TJX Companies and Walmart

Other relevant research: 

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On May 10, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, presented at Shoptalk Europe 2023 on Web3 (sometimes styled Web 3 or Web 3.0) and the supply chain.

Coresight Research is a research partner of Shoptalk Europe 2023.

In this presentation, we explore the following:

  • Why Coresight Research is talking about intelligent, connected supply chains
  • Current supply chain challenges and limitations
  • The benefits of intelligent, connected supply chains
  • Our proprietary framework for Web3 supply chains
  • Why retailers are not yet considering Web3 supply chains
  • Supply chain solutions available today

We cover key topics including associate empowerment, blockchain, demand forecasting, digital twins, on-demand manufacturing and the last mile.

Other relevant research:

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On May 9, 2023, Coresight Research hosted the Startup Pitch competition at Shoptalk Europe 2023, which saw 10 early-stage retail-technology innovators compete to win the Judges’ Choice and Audience Choice awards.

Coresight Research is a research partner of Shoptalk Europe 2023.

In this presentation, we outline the following:

  • Startup Pitch history—past winners
  • Event format, comprising two rounds
  • Judging panel, which includes Deborah Weinswig, CEO and Founder of Coresight Research
  • Startup selection criteria
  • The 10 participating innovators across three areas of retail disruption
  • Choosing the winners—how to vote and things to consider when voting

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Reasons to Read

Generative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI.

This report updates our previous research report on the topic.

Companies mentioned in this research report include: Alibaba, Amazon, Baidu, Databricks, Google, IBM, JD.com, Microsoft, OpenAI

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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 May 15, 2023.

Data in this research report are our latest proprietary survey findings and four-week changes for:

  • Consumers’ ability to pay bills without income, levels of unsecured debt and expectations of financial windfalls
  • Avoidance of public places, by type of public place
  • 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 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: 

The Coresight Research US Consumer Tracker Databank provides insight into US consumer behaviors from our weekly tracker surveys.

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Reasons to Read

Generative AI (artificial intelligence) has the potential to transform the retail industry. We present highlights on generative AI in this infographic.

We answer three key questions:

  • What are key examples of the technology?
  • Why such a retail buzz around generative AI?
  • What are the potential applications of generative AI in retail?

Companies mentioned in this infographic include: Google, Nvidia, OpenAI

Other relevant research:

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