Reasons to Read

Our 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: Amazon, H&M, The TJX Companies, Tractor Supply Co. and Walmart

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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.

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Executive Summary

How can retailers gain an edge in next-generation retail in the volatile economic environment? At the YPO Retail Summit on February 2, 2023, Coresight Research presented our insights on the differences in the current environment to past recessions and explored how retailers can leverage our 3x3x3 framework to generate new revenue streams.

In this presentation, we discuss three things for retailers to sell, three ways for retailers to sell them and three ways for retailers to deliver them—with key topics including retail media, quick commerce, livestreaming, the metaverse, personalization and sustainability.

Data in this report include:

  • Year-over-year changes in US retail sales—comparing the dotcom recession with the Great Recession and the Covid-19 recession
  • Selected proprietary survey findings on retail media, personalization, sustainability and more

Companies mentioned in this presentation include: Gopuff, Instacart, Longaberger, NIKE, Ralph Lauren, Temu, Woolworths Group

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Reasons to Read

This research report presents 10 things you need to know about Temu, the e-commerce marketplace that is gaining popularity among US consumers for its low prices and free shipping.

Data in this research report include:

  • Global cross-border market size and projected growth

Companies mentioned in this research report include: AliExpress, Amazon, PDD Holdings, Pinduoduo, Shein, Temu

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Reasons to Read

The global pet apparel and accessories is a thriving market. We discuss its growth potential—including headwinds and tailwinds—as well as the competitive landscape and themes to watch.

Data in this report are:

  • Estimated global sales of pet apparel and accessories, 2022–2027
  • Selected key brands and retailers in the global pet apparel market
  • Key recent collaborations in the global pet apparel and accessories market

Companies mentioned in this report include: H&M, Inditex, L.L.Bean, Ralph Lauren, REI

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Reasons to Read

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare.

In this report, we present five key insights from the four weeks ended December 25, 2022.

Data in this report include:

  • CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth
  • CPG e-commerce sales
  • E-commerce CPG sales growth by category type
  • Food & beverage departments: e-commerce and total sales growth
  • Nonfood departments: e-commerce and total sales growth

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Reasons to Read

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of January 27, 2023, versus the comparable period in 2022.

Data in this report are:

  • Year-to-date announced US store closures and openings estimates for 2023, by retailer
  • Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer
  • US announced store closures and openings: week-by-week comparison of 2023 versus 2022

Companies mentioned in this report include: Amazon, Bed Bath & Beyond, Hobby Lobby, Macy’s and Whole Foods Market

Other relevant research:

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Coresight Bites provide free snapshots of Coresight Research data and findings.

This graphic presents selected insights on America’s biggest furniture and home-furnishings retailers, by revenue.

 Subscribers can access the full research here. To find out how to subscribe, click here.

  • Wayfair is the leading specialized furniture and home-furnishings retailer in the US by revenue, followed by TJX HomeGoods and Bed Bath & Beyond.
  • Despite the sector being store-dominant, Wayfair, an online-only retailer until 2022, has managed to outcompete all its rivals based on topline revenue.
  • TJX HomeGoods is experiencing strong revenue growth.
  • Bed Bath & Beyond has expressed doubts on its continued existence in the market due to operational volatility.

Click the image below to read our full report on the top 10 US specialized furniture and home-furnishings retailers. We cover sales growth, store numbers and more, and provide analyst commentary on the retailers’ strategies.

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 January 9, 2023.

Data in this report are our latest proprietary survey findings for:

  • 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:

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Reasons to Read

In Western markets, livestream shopping adoption has accelerated over the past two years, indicating a shift in the way consumers engage with brands and retailers. Shoppable livestreams will continue connecting retailers and shoppers through 2023, creating opportunities for companies across the retail space.

We analyze retail companies’ investments and consumers’ expectations in the livestreaming space, leveraging findings from three Coresight Research surveys conducted within the last seven months.

This Custom Report is sponsored by Bambuser, a software-as-a-service company that provides live-video shopping solutions.

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

  • US livestream viewing habits, including platforms used, preferred viewing hours, frequency of watching, reasons for watching, expected content and more
  • US retail companies’ livestream policies, including preferred platforms and formats, most influential livestream factors, frequency of streams and more

Companies mentioned in this report are: Bambuser and Beekman 1802

Other relevant research:

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings.

This week, there are highlights from companies that reported in the week ended January 29, 2023, across multiple sectors: apparel and footwear, consumer packaged goods, department stores, drugstores, food and grocery and home and home-improvement.

Data in this 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: Albertsons Companies, Kimberly-Clark Corporation, Levi Strauss & Co and Procter & Gamble

Other relevant research: 

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings.

This graphic presents selected insights on the Web 3.0 strategies of Adidas and NIKE.

Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

The Coresight Research Metaverse Pioneers series profiles innovative brands, retailers and Web 3.0 projects that are seizing opportunities in the virtual world. Our full report on Adidas and NIKE discusses the companies’ initiatives across gamification, community and creativity, and highlights learnings for other fashion brands looking to enter the virtual world.

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 January 23, 2023.

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

  • 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:

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Reasons to Read

The metaverse is a tricky field to navigate, but many brands are leading by example, establishing strategies with exciting results. The Coresight Research Metaverse Pioneers series profiles innovative brands, retailers and Web 3.0 projects that are seizing opportunities in the virtual world.

In this report, we focus on fashion, discussing initiatives by Adidas and NIKE across gamification, community and creativity, and highlighting learnings for other fashion brands looking to enter the virtual world.

Data in this report are:

  • Projected global NFT (non-fungible token) market size, 2022–2028
  • Daily Adidas Originals NFT sales, May–December 2022
  • Daily RTFKT CloneX NFT sales, May–December 2022

Companies mentioned in this report are: Adidas, Bored Ape Yacht Club (Yuga Labs), EA Sports, Fortnite, NIKE (and RTFKT), Punks Comic, Ready Player Me, Roblox, The Sandbox, Zepeto

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Reasons to Read

We analyze America’s biggest furniture and home-furnishings retailers, with analyst commentary on company strategies.

Data in this report, on the 10 leading retailers, include:

  • Revenues
  • Comparable sales growth
  • Operating margins
  • Earnings per share
  • Store numbers

Companies mentioned in this report are: Ashley HomeStore, Bed Bath & Beyond, IKEA, La-Z-Boy, RH, Rooms to Go, Sleep Number, The TJX Companies, Wayfair, Williams-Sonoma

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Reasons to Read

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from December 2022.

Data in this report include:

  • US consumer spending on clothing and footwear, and breakdowns by category—year-over-year changes, December 2021–December 2022
  • US consumer spending on selected beauty categories—year-over-year changes, December 2021–December 2022

Other relevant research:

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