Free Data GraphicThree Things You Need To Know: DNVBs in the US Beauty Market Coresight Research March 7, 2023 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights into DNVBs (digitally native vertical brands) in the beauty market. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Click the image below to read the full report, which discusses the growth and competitive landscape of the US DNVB beauty sector, including trends that brands are leveraging to better serve this market and capitalize on its opportunities. DNVBs (digitally native vertical brands) are a key segment in the US beauty market, comprising US-based brands and global brands that generate revenue in the 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 RetailInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Deep DiveUS Consumer Tracker: Consumers May Slowly Be Getting Out and About More Owen Riley, Analyst March 7, 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 February 27, 2023. Data in this report are our latest proprietary survey findings and four-week changes for: Consumers’ expectations of their Easter spending compared to last year Which retailers consumers have bought food and nonfood products from in the last two weeks Avoidance of public places, by type of public place Activities that consumers have done in the past 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 Other relevant research: Read the full series of US Consumer Tracker 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:The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra
Insight ReportData Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the Most John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 7, 2023 Reasons to ReadWith US shoppers cutting their unit purchases in grocery retail and adjacent sectors, we assess the CPG (consumer packaged goods)/grocery-store categories where unit declines are the steepest. We also summarize reported metrics and commentary on volumes from selected major CPG brand owners. 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 report are: US food retailers’ CPI, value sales and CPG unit sales—year-over-year change and PPT difference, January 2022–January 2023 US food retailers—20 categories seeing the deepest unit sales declines in 13-week periods US food, drug, convenience and mass retailers—20 categories seeing the deepest unit sales declines in in 13-week periods Companies mentioned in this report are: Clorox, Colgate-Palmolive, Haleon, Kimberly-Clark, Kroger, Procter & Gamble, Reckitt, Unilever Other relevant research: Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility The Coresight Research x IRI US CPG Sales Tracker provides data-driven insights into online sales trends in the US CPG industry. All Coresight Research coverage of the CPG sector and food and grocery retail The previous report in our Data Dive series, Mapping Bed Bath & Beyond Store Closures—States Impacted and Retailers Likely To Benefit 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:Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades
Event CoverageA Must-Read Guide to Shoptalk 2023: How To Maximize Your Time and Create Opportunities Across Five Retail Themes Charlotte Rothschild, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 7, 2023 Reasons to ReadShoptalk 2023 is nearly here! We offer a guide for attendees of notable sessions across the major themes of this year’s event. We also highlight the “Shark Reef” startup pitch competition as well as the sessions in which Coresight Research will participate. Coresight Research is a research partner of Shoptalk 2023. Other relevant research: In the lead-up to Shoptalk 2023, we will publish an Innovator Profile on each of the participating companies in the “Shark Reef” startup pitch competition. Look out for our coverage of Shoptalk 2023 during the event. All Coresight Research coverage of emerging technology 2023 Retail and Technology Outlook: Facing into the Headwinds Global Retail in 2023: Five Forces, Five Trends This report is available for free. Executive SummaryCoresight Research Insights Key sessions during Shoptalk 2023 cover five major themes, as identified by Shoptalk: shopper engagement, emerging channels, store experience, technology and organizational changes. The “Shark Reef” startup pitch competition will see 12 startups present on their innovative technologies that are solving challenges in retail. The Coresight Research team will participate in two panels and a workshop during the conference, exploring Web 3.0, supply chain, beauty retail, opportunities in luxury, and more. Introduction Coresight Research is a research partner of Shoptalk 2023, which will take place during March 26–29 in Las Vegas. Shoptalk is an annual retail conference focusing on retail innovation and the trends, business models and technologies that are shaping the future of retail. In this report, we offer a guide of notable sessions for attendees across five major themes identified by the Shoptalk team: shopper engagement, emerging channels, store experience, technology and organizational changes. We also highlight the “Shark Reef” startup pitch competition (which will take place on the first day of Shoptalk) as well as the sessions in which Coresight Research will participate. To ensure you don’t miss out on critical insights, we will provide regular coverage of Shoptalk 2023 on stage.coresight.com. Closing the event, Ben Miller, Director of Original Content at Shoptalk, will host the “Shoptalk Recap: Key Takeaways for 2023” session in the Lyceum Theatre at 11.05 a.m. on Wednesday, March 29. Coresight Research will also publish a wrap-up of everything you need to know from Shoptalk 2023 after the event. Guide to Shoptalk 2023: Coresight Research Insights Notable Sessions Across Five Major Themes Shopper Engagement With more brands, products and marketing noise than ever before, retailers need to provide unique and immersive shopping experiences to capture consumers’ attention and wallets. What does best-in-class shopper engagement look like? Highlighted sessions explore how retailers can engage shoppers through immersive technologies and channels, such as livestreaming and personalized experiences powered by AI (artificial intelligence) and data. Sessions will also cover how retailers can improve the customer experience to increase product discovery and drive conversion across channels. Below, we present notable sessions relevant to this theme. Date Time Location Session Interviewer/ Presenter Participating Companies Monday, March 27 8.30– 9.10 a.m. Palace Theatre The Forefront of Livestreaming and Shoppable Video Kendra Braken-Ferguson, Founder & CEO, BrainTrust NEST New York Qurate Retail Group Monday, March 27 4.05– 4.25 p.m. Lyceum Theatre Track Keynote: Innovative Approaches to Customer Loyalty Innovative Approaches to Customer Loyalty: A Conversation Linh Peters, SVP & Chief Marketing Officer, Walgreens (Speaker) Lokesh Ohri, Partner, EY (Interviewer) Casey’s Petco Walgreens Monday, March 27 4.55– 5.35 p.m. Beacon Theatre Customer Care, Loyalty, and The Post-Purchase Experience Tony Ward, Retail Leader, Ernst & Young Co:Create EON Forethought Tuesday, March 28 8.30– 9.10 a.m. Apollo Theatre Facilitating Product Discovery Online and In Stores Anne Mezzenga, Co-CEO, Omnitalk Meta Savage X Fenty Wayfair Tuesday, March 28 4.05– 4.45 p.m. Apollo Theatre Achieving Personalization at Scale Veronika Sonsev, Co-Founder, CommerceNext The Estée Lauder Companies Inc. Kate Spade Shipt Tuesday, March 28 4.05– 4.45 p.m. Fox Theatre Deep Dive: Catering to Today’s Beauty Consumer Alexa Tietjen, Content Director, Shoptalk Bubble Skincare The Estée Lauder Companies Inc. WinkyLux Tuesday, March 28 4.55– 5.35 p.m. Fox Theatre Deep Dive: New Challenges and Opportunities in Luxury Marie Driscoll, Managing Director, Beauty and Luxury, Coresight Research Coach Saks Vestiaire Collective Wednesday, March 29 9.55– 10.55 a.m. Apollo Theatre The Rise of the Creator Economy Jasmine Enberg, Principal Analyst, Social Media, Insider Intelligence Overstock TikTok UTA Ventures Wednesday, March 29 11.05 a.m.– 12.05 p.m. Apollo Theatre The Latest Omnichannel Marketing Tactics Beth Wade, Global Chief Marketing Officer, VMLY&R Georgia-Pacific HARMAN International On Related Coresight Research reports: All our coverage of livestreaming e-commerce Think Tank: US Retail Loyalty Programs—Redefining Customer Engagement Five Strategies for Success in US Grocery Retail: Leveraging First-Party Data To Offer a Connected Shopping Experience Emerging Channels In the current uncertain macroeconomic environment, retailers can turn to new and emerging channels to drive alternative revenue streams. What emerging channels will deliver business growth? At Shoptalk 2023, sessions under this theme will cover established channels such as DTC (direct to consumer), wholesale and marketplaces, as well as new developments in Web 3.0 and retail media networks. Below, we present notable sessions relevant to this theme. Date Time Location Session Interviewer/ Presenter Participating Companies Sunday, March 26 2.50– 3.30 p.m. Lyceum Theatre Track Keynote: Building an Omnichannel Organization Building an Omnichannel Organization: A Conversation Seemantini Godbole, EVP, Chief Digital & Information Officer Lowes (Presenter) and Brendan Witcher, VP & Principal Analyst, Forrester (Interviewer) Boardriders Lowe’s Navy Exchange Service Command Monday, March 27 8.30– 9.10 a.m. Globe Theatre New Insights on Global Retail Trends Joe Laszlo, VP Content, Shoptalk McKinsey & Company Tuesday, March 28 8.30– 9.10 a.m. Palace Theatre Web3 in Retail: Virtual Goods and Immersive Consumer Experiences Hilary Milnes, Executive Americas Editor, Vogue Business American Eagle PacSun Snap Tuesday, March 28 8.30– 9.10 a.m. Lyceum Theatre Optimizing Between DTC and Wholesale Strategies Sonya Brown, General Partner & Co-Head of Growth Equity, Norwest Venture Partners (Interviewer) and Daniela Sirtori-Cortina, Reporter, Bloomberg News (Interviewer) Grove Collaborative Kohler Co. Randa Apparel & Accessories Tuesday, March 28 9.20– 10.00 a.m. Apollo Theatre Track Keynote: Building Unified Retail Experiences Krystina Gustafson, SVP Content, Shoptalk (Interviewer) and Hilary Milnes, Executive Americas Editor, Vogue (Interviewer) Best Buy Signet Tuesday, March 28 9.20– 10.00 a.m. Lyceum Theatre Brand Executives’ Perspectives on the Evolution of Marketplaces Jamie Dooley, Partner, The Partnering Group Johnson & Johnson Consumer Health Otrium The Vitamin Shoppe Tuesday, March 28 4.55– 5.35 p.m. Apollo Theatre Next-Generation Retail Media Offerings Stephen Mewborn, Partner, Bain & Company Church & Dwight Mondelēz International Walmart Wednesday, March 29 9.55– 10.55 a.m. Globe Theatre Pursuing New Revenue Streams and Adjacent Industries Jare’ Buckley-Cox, VP, Walmart Fulfillment Services, Walmart Jessica Ringena, President, Vivid Clear Rx, SVP, Hy-Vee Hy-Vee Walmart Related Coresight Research reports: Retail Media—New Opportunities for US Specialty Retailers Metaverse Pioneers: Learnings for Fashion Brands from the Web 3.0 Strategies of Adidas and NIKE US Apparel and Footwear Brands Adopt Hybrid Wholesale-DTC Models Store Experience After experiencing the convenience and benefits of online shopping over the past couple of years, consumers’ expectations around the in-store shopping experience are more demanding. How can retailers deliver an outstanding store experience? The reimagining of the physical store will be key for retailers to meet consumers’ evolving needs and will have impacts across the business, from store operations to merchandising. Below, we present notable sessions relevant to this theme. Date Time Location Session Interviewer/ Presenter Participating Companies Sunday, March 26 2.00– 2.40 p.m. Apollo Theatre Using Customer Data to Surprise and Delight Kelly Pedersen, Partner, US Retail Leader, PwC McDonald’s Rebag Stitch Fix Monday, March 27 8.30– 9.10 a.m. Apollo Theatre Track Keynote: Transforming the Store Workforce with New Roles and Capabilities Melissa Repko, Retail & Consumer Reporter, CNBC COS Macy’s Monday, March 27 9.20– 10.00 a.m. Apollo Theatre Providing Inspiration and Ease: Balancing Store Design Imperatives Melissa Gonzalez, Founder, The Lionesque Group, Principal, MG2 Studs WHP Global and Toys “R” Us YourStudio Monday, March 27 4.05– 4.45 p.m. Globe Theatre A Global Perspective on the Evolving Role of Stores Joe Laszlo, VP Content, Shoptalk (Interviewer) Hilary Milnes, Executive Americas Editor, Vogue Business (Interviewer) Canada Goose Ingka Group (IKEA Retail) Related Coresight Research reports: Coresight Research has identified physical retail renewal as a key theme in retail this year under our RESET framework: Global Retail in 2023: Five Forces, Five Trends How US Malls Can Embrace Digital Trends in Retail Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls Technology In the face of brisk headwinds, strong technology investment plans will be crucial in reducing inefficiencies and driving growth. Which tech investments will boost retailers’ revenue and profitability? Retailers and industry experts will share how next-generation technologies, such as AI, blockchain and digital twins, are transforming operations with positive impacts on the bottom line. Below, we present notable sessions relevant to this theme. Date Time Location Session Interviewer/ Presenter Participating Companies Monday, March 27 8.30– 9.10 a.m. Lyceum Theatre The Efficient Retailer: Case Studies on Successful Tech Deployments Poonam Goyal, Sector Head & Equity Analyst, Bloomberg GNC Kroger Lowe’s Monday, March 27 9.20– 10.00 a.m. Beacon Theatre Data and Personalization Technologies Adam Pressman, Partner & Managing Director, AlixPartners Google Cloud Netomi Persado Tandym Monday, March 27 4.05– 4.45 p.m. Palace Theatre New Applications of AI and Machine Learning Lauren Wiener, Managing Director & Partner, Boston Consulting Group Peapod Digital (Ahold Delhaize) Poshmark Under Armour Monday, March 27 4.55– 5.35 p.m. Palace Theatre Track Keynote: Leveraging Data Effectively Throughout the Organization Brendan Witcher, VP & Principal Analyst, Forrester H&M Tuesday, March 28 8.30– 9.10 a.m. Fox Theatre Leveraging Zero-Party Data Sam Tomlinson, EVP of Strategy & Analytics, Warschawski Mars Wrigley Tuesday, March 28 9.20– 10.00 a.m. Lyceum Theatre Pricing and Merchandising Technologies Amanda Astrologo, Partner, The Parker Avery Group Competera Nextail NuORDER by Lightspeed SKYPAD Tuesday, March 28 4.55– 5.35 p.m. Globe Theatre Web 3 and the Supply Chain: Blockchain, Digital Twins and More Deborah Weinswig, Founder & CEO, Coresight Research (Speaker) Ben Miller, Director of Original Content, Shoptalk (Emcee) Coresight Research Tuesday, March 28 4.55– 5.35 p.m. Palace Theatre Rapid Fire: Debating Nine Trending Retail Technologies Chris Walton, Co-CEO, Omni Talk (Interviewer) CB Insights Patagonia Ulta Beauty Related Coresight Research reports: Retail Challenges Drive Edge Technology Investment Motivating Customer Action and Driving Business Growth with AI-Generated, Personalized Digital Marketing The Future of AI in Retail: What Technology Could Make Possible by 2030 All Coresight Research coverage of emerging technology Organizational Changes Making structural and organizational changes is crucial for retailers to remain competitive in an uncertain and challenging macroeconomic environment. What organizational changes will help retailers win? Retail leaders will share how they leverage data and technology to better equip their workforce and access and share insights in order to maintain business agility. Below, we present notable sessions relevant to this theme. Date Time Location Session Interviewer/ Presenter Participating Companies Sunday, March 26 2.00– 2.40 p.m. Lyceum Theatre Creating and Maintaining a Culture of Excellence Sarah Engel, President, January Digital Abercrombie & Fitch Co. PepsiCo Under Armour Sunday, March 26 3.40– 4.20 p.m. Fox Theatre Track Keynote: The C-Suite on Thriving in Today’s Retail Environment Krystina Gustafson, SVP Content, Shoptalk (Interviewer) Joe Laszlo, VP Content, Shoptalk (Interviewer) OLAPLEX Target Monday, March 27 9.20– 10.00 a.m. Lyceum Theatre Leveraging Automation in a Tight Labor Market Gerry Hough, Partner, McKinsey & Company Nordstrom Tuesday, March 28 8.30– 9.10 a.m. Globe Theatre Making the Supply Chain a Strategic Differentiator Lindsey Mazza, Global Retail Lead, Capgemini Gap Inc. SHEIN Tuesday, March 28 4.05– 4.45 p.m. Palace Theatre Track Keynote: Perspectives on the Future of the Industry Joe Laszlo, VP Content, Shoptalk (Interviewer) Google Macy’s Wednesday, March 29 8.45– 9.45 a.m. Globe Theatre Attracting Top Tech Talent to Shape the Future of Retail David Welch, Managing Director & Senior Partner, Boston Consulting Group Advance Auto Parts L’Occitane Group MC Sonae Wednesday, March 29 11.05 a.m.– 12.05 p.m. Globe Theatre Innovation Strategies to Thrive in Retail’s Next Decade Steve Dennis, Founder & President, SageBerry Consulting (Presenter and Interviewer) maude Tractor Supply Company UGG Related Coresight Research reports: 2023 Retail and Technology Outlook: Facing into the Headwinds The C-Suite’s Evolution: Embracing Technology and Adapting to Hybrid Working in Retail RetailTech: Collaboration Tools for Retailers—Increasing Workplace Productivity Don’t Miss the “Shark Reef” Startup Pitch Competition! In addition to the aforementioned sessions, we strongly urge attendees to join the “Shark Reef” startup pitch competition, which will take place on Sunday, March 26, at the Beacon Theatre. The event will comprise two rounds across three sessions through the day. In the first round, 12 startups will present on their innovative technologies that are solving key retail challenges. A panel of expert judges will lead a short Q&A following each presentation, before selecting six companies to progress to the next round. During the second round, the finalists will participate in a more in-depth Q&A session. The judges will then reveal the Judges’ Choice winner, and the audience will have the opportunity to cast their votes for the Audience Choice winner. Deborah Weinswig, CEO and Founder of Coresight Research, will emcee the competition, in addition to participating as one of the judging panel. Participating startups in the Shark Reef Startup Pitch include Drop, Factored Quality, Frate, Gander, Hark, IN BOLD PRINT., Reflekt Me, Seer, Syrup Tech, Tolstoy and Wink. Look out for our separate coverage of the Shark Reef Startup Pitch, including an Innovator Profile on each of the participating startups, which we will publish in the lead-up to the event. Coresight Research at Shoptalk 2023 In addition to the “Shark Tank” startup pitch competition (see above), the Coresight Research team will participate in two panels and a workshop during the conference, the details of which we provide below. Web 3 and the Supply Chain: Blockchain, Digital Twins and More: 4.55–5.35 p.m. on Tuesday, March 28, 2023 Weinswig will deliver a Shoptalk Original Content presentation featuring a proprietary model from Coresight Research to help retailers leverage Web 3.0 technologies, such as blockchain, computer vision and augmented reality, to create “digital twins,” improving visibility and operational efficiency in their supply chains. Deborah Weinswig, CEO and Founder of Coresight Research Ben Miller, Director of Original Shoptalk Content at Shoptalk Deep Dive: New Challenges and Opportunities in Luxury: 4.55–5.35 p.m. on Tuesday, March 28, 2023 Marie Driscoll, Managing Director of Beauty and Luxury at Coresight Research, will present insights on the luxury market, including new trends and opportunities across technology, gaming, the metaverse and more. Following the presentation, Driscoll will interview two brand leaders to understand how they are addressing evolving consumer needs and expectations. Marie Driscoll, Managing Director of Beauty and Luxury at Coresight Research Emily Essner, Chief Marketing Officer at Saks Samina Virk, CEO North America at Vestiaire Collective Sandeep Seth, Global Chief Marketing Officer and President of North America at Coach Women in Retail Pavilion Leadership Chat: 10.05-10.25 a.m. on Monday, March 27, 2023 Driscoll will speak with leading female retail executive JuE Wong, CEO of Olaplex, to discuss Wong’s career journey and the secrets to success that have enabled her to become a leading woman in beauty retail. Marie Driscoll, Managing Director, Beauty and Luxury at Coresight Research JuE Wong, CEO of Olaplex This document was generated for Other research you may be interested in:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And Openings
Event PresentationThe 50+ Woman: What Does She Want from the Beauty Industry? Coresight Research March 7, 2023 Reasons to ReadOn March 7, 2023, Coresight Research presented to CEW Board Members on the opportunities for beauty and wellness brands to target female consumers aged 50+. In this presentation, we explore what the 50+ woman wants from the beauty industry, using proprietary survey findings. Data in this report include: Aging symptoms experienced by women aged 50+ and whether they are being adequately addressed by different sources The extent to which aging and wellness needs are being met by the beauty industry What women aged 18+ want from a beauty brand Where women aged 50+ shop for beauty—in-person and online Companies mentioned in this presentation include: Amazon, CVS, Macy’s, Target, Ulta Beauty and Walmart Other relevant research: Is Influencer Marketing Still Effective in the Global Beauty Market?—Coresight Research x CEW analysis Inclusive Beauty: Opportunities To Reach Older Consumers Inclusivity in Retail: Trends from 2022, Opportunities for 2023 All Coresight Research coverage of beauty 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:Weekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 StoresTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraRetail 2025: China Retail Predictions—Midyear Trends UpdateAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights
Free Data GraphicCoresight Bites: US Store Tracker Extra—Developments in February 2023 Coresight Research March 6, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights on US store closures and openings in year-to-date 2023, as of the end of February. Subscribers can access the full research here. To find out how to subscribe, click here. Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base. Complementing our weekly report, 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. Click the image below to read our full report. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And OpeningsWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025
Deep DiveChina Consumer Tracker: Avoidance Steady Despite Rising Flu Cases Echo Gong, Senior Analyst March 6, 2023 Reasons to ReadThe 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 February 20, 2023. Data in this report are: Avoidance of public places, by type of public place—latest data and two-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 China Consumer Tracker Preview: Early Data on Shopper Behavior and Sentiment 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:Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilNextGen 2025: Retail, Real Estate & the New Consumer—AgendaUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Three Data Points We’re Watching This Week, Week 15: US CPG Latest
Deep DiveUS Grocery Retail and Recessions: Learnings from the Past and Recommendations for the Future John Mercer, Head of Global Research and Managing Director of Data-Driven Research Sector Lead: Philip Moore, Head of Custom Research March 6, 2023 Reasons to ReadWe analyze grocery retailing during past recessions—namely, the dotcom recession (2001), the Great Recession (2008–09) and the Covid-19 recession (2020). We discuss sales growth for food at home and food away from home, as well as EBIT margins, inflation trends, food security and more. We offer recommendations for grocery retail companies should the US economy see a reversion to a weakening trend—covering private label, social responsibility, loyalty programs, retail media and more. This free report is produced in partnership with food industry association FMI. Data in this report include: Year-over-year change in US grocery retailers’ sales and food services and drinking place sales, 2000–2022 Year-over-year change in grocery retailers’ sales versus food-at-home inflation, January 2000–October 2022 US food retailers’ net operating margins, 2000–2021—and basis-point change during recessions Year-over-year change in consumer price index (CPI), 2000–2022 Average inflation levels in food, 2000–2022 Year-end store counts and revenues of US selected major discount retailers—pre-, during and post recession periods CPI vs. PPI (producer price index) in grocery, 2000–2022 Companies mentioned in this report include: Ahold Delhaize, Amazon, Dollar General, Kroger, Grocery Outlet, Nash Finch, Roundy’s, Supervalu, Walmart Other relevant research: The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030 E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in Growth Market Outlook: US Food Away from Home—A Challenging Economic Backdrop To Weigh on Growth in 2023 Global Economic Outlook Looking More Positive: What’s New All Coresight Research coverage of food and grocery retail More reports on retail media More Innovator Research from Coresight Research This report is available for free and can be accessed by registering for a free account. 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:Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 8Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic
Analyst CornerWeinswig’s Weekly: Temu vs. Shein John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 5, 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) presents a head-to-head comparison of cross-border marketplace Temu with fast-fashion player Shein, covering sustainability, supply chain and more. Other relevant research: 10 Things To Know About Temu Shein in Fast Fashion Global Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges Remain Read last week’s Weinswig’s Weekly, which discusses the new Coresight Research Innovator Matrix report series, with the first installment evaluating players serving the last-mile delivery sector. 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:The New Coresight 100: Leading the Retail Charge in 2025Groceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth
Research DigestInsights Video: US Retail and Consumer Outlook John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 3, 2023 Reasons to ReadIn this Insights Video, we discuss the US retail and consumer outlook. We consider whether real declines in retail sales will continue, whether US retail is overinflated, why we may be entering an era of renewed services spending—and why the consumer economy resembles a game of chutes and ladders. Data in this report include: US retail sales—recent growth rates, real multi-year expansion and Coresight Research growth projections Proprietary Coresight Research US survey data on consumers’ reactions to inflation in retail The balance between consumer spending on retail goods and discretionary services Consumers’ excess savings levels and the pace of depletion Coresight Research survey data on US consumers’ savings firepower Consumer credit levels and asset-price changes Other relevant research: US Consumer Outlook and US Retail Outlook for 2023—Presentation 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 2025Shoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%
Deep DiveUS Consumer Tracker Extra: The Impact of Debt and Financial Security on Shopping Habits Owen Riley, Analyst March 3, 2023 Reasons to ReadThe 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 report, we assess how factors beyond mere income, such as debt and financial security, influence US consumer behavior, based on proprietary survey data from the period December 2022–February 2023. Data in this report include: Consumers’ debt as a proportion of monthly household income Where consumers shop for food and nonfood, by debt level, financial security, location and income bracket Which channel consumers use to shop for food, by debt level Companies mentioned in this report include: Walmart, Albertsons, Ahold Delhaize, Dollar General, Dollar Tree/Family Dollar, Amazon, Target, Kroger, Aldi, Costco, Macy’s, Kohl’s Other relevant research: Read the full series of US Consumer Tracker 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:Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeCEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 9: US Openings Up 21% Aaron Mark Dsouza, Data Analyst March 3, 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: At Home, Bath & Body Works, Camping World, Grocery Outlet, Meijer, Outdoor Voices, Schnucks and Walmart. Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 8: US Closures Jump 36% in One Week 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. 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 Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookRetail-Tech Landscape: Retail MediaRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicHigher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey Insights
Insight ReportFebruary 2023 Monthly Consumer Update: US, UK and China Shivani Mehrotra, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 2, 2023 Reasons to ReadWe 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 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: January 2023 Monthly Consumer Update: US, UK and China The Coresight Research US Retail Sales Databank 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:Groceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicRetail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US Retail
Deep DiveE-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online Offerings Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 2, 2023 Reasons to ReadWe explore the US home-improvement sector’s recent online performance, as well as future e-commerce prospects and the online strategies of many major players and innovators, including Floor & Decor, Home Depot and Lowe’s. Data in this report include: The e-commerce sales of US home-improvement specialist retailers for 2018 through 2027 (estimated) The online penetration rate of US home-improvement specialist retailers for 2018 through 2027 (estimated) The online shopping habits of home-improvement online shoppers, per proprietary Coresight Research surveys Major US home-improvement specialist retailers, ranked by 2021 e-commerce revenue Companies mentioned in this report include/are: Amazon, Floor & Decor, Home Depot, Lowe’s and Walmart Other relevant research: Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’s How the US Home and Home-Improvement Market Can Target Millennials Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store 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:Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights ExtraWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USThe CORE Framework for Artificial Intelligence in RetailAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer
Deep DiveEuropean Grocery Retail Dynamics Amid Broader Inflationary Trends Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 2, 2023 Reasons to ReadWe discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures, drawing data from national statistical offices Eurostat and the ONS (Office for National Statistics). Data in this report include: Electricity and natural gas prices for consumers—EU Inflation for housing, water, electricity and other fuels—EU and UK Nominal and real growth in food, drinks and tobacco retail trade—EU and UK Nominal and real growth in non-specialized food stores retail trade—UK Consumer price index, EU and UK—food and non-alcoholic beverages and total inflation, plus inflation rates by country and food category Companies mentioned in this report include: Ahold Delhaize, Asda, Carrefour, Casino, REWE, Tesco Other relevant research: All Coresight Research coverage of food and grocery retail Battling High Input Costs: European Apparel Retailers’ Key Strategies 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:US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ Stores
