Reasons to Read

We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including the retailers that will likely benefit from its bankruptcy and its key strategic failures.

Companies mentioned in this report include: Bed Bath & Beyond, Kohl’s, Macy’s, Target, Walmart, Wayfair

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Reasons to Read

The Coresight Research biweekly China Consumer Tracker takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this report, we present findings from our survey conducted on April 17, 2023.

Data in this 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 since December 2022

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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present Rentle, a circular-commerce software platform that supports retailers entering the rental market.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present Inoqo, a technology platform that enables food and beverage businesses to produce, and consumers to shop, more sustainably.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Other relevant research:

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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present Quiver, a logistics technology provider that enables e-commerce retailers to offer different fulfillment options and track deliveries, inventory flow and climate impact from a central dashboard.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Other relevant research:

  • Don’t miss all our coverage of Shoptalk Europe 2023, including more Innovator Profiles plus previews, daily insights and a wrap-up of the event.
  • More Innovator Research from Coresight Research

All Coresight Research coverage of supply chain (including the last mile), sustainability and retail technology

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Reasons to Read

We examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators: earnings versus inflation, retail sales and food and fuel prices.

Data in this research report are: 

  • Average weekly earnings versus consumer prices in the US and the UK—year-over-year change
  • Per capita disposable income versus consumer prices in China—year-over-year change
  • Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China—year-over-year change
  • Total retail sales (excluding automobiles and automotive fuel) in US, the UK and China—year-over-year change

Other relevant research:  

Our full collection of monthly reports

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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present Metav.rs, an all-in-one Web3 platform for brands and retailers to manage their metaverse strategy.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Other relevant research:

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Reasons to Read

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 report include: Bed Bath & Beyond and WHSmith

Other relevant research:

Complementing our weekly report, 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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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present Radd., a video-marketing solution for e-commerce brands and retailers.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Other relevant research:

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Reasons to Read

Coresight Research is a research partner of Shoptalk Europe 2023. On May 9, 2023, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of the event’s Startup Pitch competition.

In advance of the Startup Pitch, we are profiling the participating innovators. In this report, we present SegmentStream, a conversion modeling platform that helps brand advertisers solve the attribution challenge and understand how ads are performing across different digital channels.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Other relevant research:

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Reasons to Read

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 month’s report, we examine some key differences we are seeing in 2023’s consumer behavior trends relative to 2022, based on proprietary survey data.

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

  • Consumers’ avoidance of all and selected public places, by income, 2022 vs. 2023
  • Consumers’ attendance at enclosed and open-air shopping centers, by income, 2022 vs. 2023
  • What products consumers have bought in-store and online, 2022 vs. 2023

Other relevant research:

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Reasons to Read

We examine what major US, European and Australian retail companies are reporting on capital expenditures (capex)—their investments in physical infrastructure such as stores, distribution and technology.

We also consider how the themes called our in capex activities by the covered retailers (selected Coresight 100 companies) overlap with much of our proprietary BEST framework for retail excellence.

This report is part of our Data Dive series, in which each report offers an essential briefing on topical, need-to-know data.

Data in this research report include:

  • Capex and revenues of covered companies—including previous years’ totals, year-over-year changes and current-year guidance
  • Capex commentary highlights

Companies mentioned in this research report include: Amazon, BJ’s Wholesale Club, Dollar General, Dollar Tree, Five Below, H&M, Inditex, Lowe’s, Ulta Beauty, Walmart, Wayfair, Weis Markets

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Indian consumers’ apparel preferences have been evolving toward global on-trend fashion over the past few decades. The entry of various international apparel retailers into India, as well as partnerships between Indian apparel conglomerates and global fashion brands, is inspiring other international apparel players to follow suit.

In this research report, we examine apparel retail in India, including its defining characteristics and market growth estimates as well as the opportunities and challenges for international apparel retailers looking to enter and expand in the market.

Data in this research report include:

  • Consumer spending on apparel in India, FY18–FY28E
  • Per capita income in India, 2011–2021
  • Per capita consumer spending on clothing and footwear in selected countries, 2020
  • Key metrics of prominent international brands in India’s apparel retail sector
  • Timeline of FDI (foreign direct investment) liberalization in India, as well as FDI policy for different types of retail businesses

Companies mentioned in this report include: Aditya Birla Fashion and Retail Limited, American Eagle Outfitters, Calvin Klein, Flipkart, H&M, M&S, Reliance Retail, Trent Retail, Under Armour, United Colors of Benetton, Zara

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Private label can help apparel and footwear retailers increase sales, reduce costs and increase margins. We dive into the state of the US apparel and footwear private-label market, including opportunities, key players and themes we are watching.

Data in this report include:

  • Market size—US private-label apparel and footwear sales and penetration, 2021–2027E
  • Inflation—Consumer price index in apparel and footwear, February 2022–February 2023
  • Proprietary US consumer survey data on purchasing fashion products from private labels
  • Estimated private-label apparel and footwear sales by the top five apparel and footwear retailers

We also detail selected private-label brands and their offerings from major apparel and footwear retailers in the US.

Companies mentioned in this report include: Amazon, Costco, Dick’s Sporting Goods, JCPenney, Kohl’s, Macy’s, Nordstrom, Target, Walmart

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