Deep DiveUS Consumer Tracker: Hints of a More Active Consumer Owen Riley, Analyst April 18, 2023 Reasons to ReadThe 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 April 10, 2023. Data in this report, based on proprietary survey findings, include: Profiles of consumers who avoid continue to public places and those who buy nonfood products from Amazon Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place 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: Amazon, Costco, Dollar General, Dollar Tree, Sam’s Club, Target, Walmart Other relevant research: All of our 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:Analyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights
Insight ReportMarch 2023 US Retail Sales: Growth Decelerates from February Daniel Rodden, Analyst April 18, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in March 2023, in total and by sector. Data in this report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), February 2022–February 2023 Year-over-year changes in retail sales by sector, December 2022 and January 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:The New Coresight 100: Leading the Retail Charge in 2025—InfographicSector Focus: Off-Price Shopping—Data GraphicNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook
Insight ReportTikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social Platform Charlotte Rothschild, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 17, 2023 Reasons to ReadThe expansion of TikTok Shop indicates TikTok’s intent to pursue its e-commerce strategy in the US. We discuss what the shopping feature means for brands and retailers, covering how it works, the Affiliate Marketplace and retailer case studies. Data in this report include: Proprietary survey data—Top social media platforms used for shopping by US social media shoppers Companies mentioned in this report include: Bytedance, Douyin, PacSun, Revolve, TikTok Other relevant research: Think Tank: Seizing Social Commerce Opportunities in the US US Social Commerce Survey 2022: Capitalizing on Social Media Influence in Retail Retail-Tech Landscape: Social Commerce All our 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:Retail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreThe Great Retail Reset: When Cost, Culture, and AI CollidePlaybook: GenAI To Reinvent Supply ChainsCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand
Deep DiveChina Consumer Tracker: Consumer Sentiment Continues To Fluctuate Echo Gong, Senior Analyst April 17, 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 report, we present findings from our survey conducted on April 3, 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 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:Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer LatestHead-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl
Analyst CornerWeinswig’s Weekly: Walmart Leans In on Automation To Boost Margins John Harmon, CFA, Managing Director of Technology Research April 16, 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,” (CEO and Founder of Coresight Research), discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain. Other relevant research: Walmart Investor Community Meeting 2023: Leveraging Automation To Achieve $130 Billion in Additional Sales in the Next Five Years The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery Innovation Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025 Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Read last week’s Weinswig’s Weekly, which presents four trends identified by our recent data dive on how US consumers are shopping for groceries. 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:Three Data Points We’re Watching This Week, Week 34: US Retail Sales OutlookAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelUS Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 15: Closures Up in US and UK Aaron Mark Dsouza, Data Analyst April 14, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this 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: Walmart Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 14: Harbor Freight Tools and Urban Outfitters Drive US Openings Store Tracker Extra: US and UK Store Openings and Closures 2022 Review and 2023 Outlook The full collection of Weekly US and UK Store Openings and Closures Tracker reports 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. 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:CEO Brief: A Turning Point for US Consumers and the Economy?Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerRetail 2025: 10 Trends in Retail TechnologyUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet
Deep DiveRetail-Tech Landscape: Retail Media Vijay Doijad, Analyst April 13, 2023 Reasons to Read We published an update to this report in June 2025, which you can access here: Retail-Tech Landscape: Retail Media Retail media is a key advertising channel, providing retailers with a new revenue stream and marketers with a valuable opportunity to reach consumers. We highlight key industry trends in retail media and present selected companies globally whose technology solutions are helping retailers to build and optimize their retail media capabilities. Categories covered in this landscape are: Digital marketing platforms In-store advertising Marketing personalization platforms Retail analytics Experiential technologies Retail media accelerators Companies mentioned in this report include: AdAdapted, Aki Technologies, Banyan, Firework, Obsess, Octane AI, Pathr.ai, Placer.ai, RetargetLinks, Swiftly Our landscape infographic summarizes the companies outlined in this report. Other relevant research: A Guide to Multiplying Retail Media Dollars The Evolution of Retail Media: Five Trends To Watch More Coresight Research reports on retail media All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:Unlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 20256.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two Winners
Insight ReportUS Consumer Tracker Databank—New Data Coresight Research April 13, 2023 Reasons to ReadFrom beauty to footwear to luxury goods and beyond, explore hundreds of proprietary data points on which retailers US consumers are buying from and what they are purchasing. New in April 2023, the Coresight Research US Consumer Tracker Databank includes time-series data on where consumers are shopping and what they are buying in each of 12 major US retail sectors and categories, tracked quarter by quarter. 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:China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led Workflows
Deep DiveUS Consumer Tracker: Shoppers Show Reduced Awareness of Price Increases Owen Riley, Analyst April 12, 2023 Reasons to ReadThe 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 April 3, 2023, which includes our monthly check on consumers’ awareness of inflation. Data in this report, based on proprietary survey findings, include: Consumers’ perceptions of inflation Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place 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: Amazon, Costco, Dollar Tree, Target, Walmart Other relevant research: All of our 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. New in April 2023, the Databank includes quarterly data on where consumers are shopping and what they are buying for 12 major US retail sectors or categories. 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:Holiday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendRetail 2025: UK Retail Predictions—Midyear Trends UpdateMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025
Deep DiveChina Consumer Tracker: Avoidance Up, Activity Down Echo Gong, Senior Analyst April 12, 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 report, we present findings from our survey conducted on March 27, 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 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:Weekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights
Insight ReportMarch 2023 Leading Indicators of US Retail Sales: Mid-Single-Digit Growth Amid Growing Consumer Sentiment Royce Baretto, Analyst April 11, 2023 Reasons to ReadThe 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 March 28, 2023. Data in this 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: February 2023 Leading Indicators of US Retail Sales: Projecting Soft Retail Growth Ahead of Midyear Uptick The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Consumer Confidence Rebounds in October: China Consumer Survey InsightsInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food Innovation
Event CoverageWalmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five Years Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 11, 2023 Reasons to ReadWe present key insights from Walmart’s Investor Community Meeting, held on April 4–5, 2023. We discuss the company’s plans to leverage automation in the supply chain as a strategy to boost productivity, as well as the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US. Other relevant research: The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery Innovation Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025 Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Walmart (NYSE: WMT) Company Profile 4Q22 US Earnings Season Wrap-Up 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:Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion Plans
Insight Report4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 11, 2023 Reasons to ReadOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. This quarter, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Data in this report are: Quarterly inventory data from companies, including inventory turnover rates by quarter, category and retailer, from 4Q20 through 4Q22 Companies mentioned in this report include: BJ’s Wholesale Club, Dollar General, Kohl’s, Ulta Beauty and Walgreens Boots Alliance Other relevant research: 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak The Coresight 100 List 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 Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicRetail 2025: US Macro, Consumer and Retail Outlook
Deep DiveHead-to-Head in Global CPG: Procter & Gamble vs. Unilever Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 10, 2023 Reasons to ReadProcter & Gamble (P&G) and Unilever are two of the largest and most established consumer packaged goods (CPG) companies worldwide, both operating in a variety of categories, including beauty, personal care, grooming and home care. As part of our Head-to-Head series, we provide company overviews 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 report include: Revenues and year-over-year revenue change for both P&G and Unilever for fiscal 2017 through 2022 P&G and Unilever’s revenue broken down by product categories and geography for fiscal 2022 Operating profits and margin for P&G and Unilever for fiscal 2017 through 2022 Worldwide revenues for the top 10 public CPG companies for fiscal 2017 through 2022 Companies mentioned in this report include: Microsoft, Procter & Gamble and Unilever Other relevant research: Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023 Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility 10 Trends in the US CPG Market Explore CPG data, reports and company profiles on the Coresight Research Food, Grocery and CPG Retail Hub 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:Music Festivals: A Key Opportunity for Retail Brand EngagementRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends
Insight ReportRetail Around the World: Coresight Research Observations, March 2023 Coresight Research April 10, 2023 Reasons to ReadCoresight 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 report include: Bata, Clinique, Lego, MUJI, Prada and Reliance Retail Other relevant research: Retail Around the World: International Women’s Day 2023 Our coverage of physical retail Our coverage of sustainability in retail Our coverage of retail technology 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:Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores
