Deep DiveUS Consumer Tracker: Consumers Settle in to Winter Habits Owen Riley, Analyst January 24, 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 January 16. Data in this report are: Avoidance of public places, by type of public place—latest data and four-week PPT changes Activities that consumers have done in the past two weeks Which retailers consumers have bought food and nonfood products from in the last two weeks What products consumers have bought in-store and online in the last two weeks Companies mentioned in this 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:US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsDeeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra
Deep DiveM&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster Capacity Anand Kumar, Associate Director of Retail Research January 23, 2023 Reasons to ReadWe analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity. Data in this report are: Value and number of completed transactions in the US apparel, footwear and accessories sector, 2017–2022 Completed transactions in the US apparel, footwear and accessories sector, 2022 Companies mentioned in this report include: Adidas, Authentic Brands Group, Crocs, Hey Dude, Reebok Other relevant research: Playbook: How Retailers Can Capitalize on Opportunities in M&A Playbook: How Retailers Can Capitalize on Opportunities in IPOs Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine Portfolios SPACS in US Retail Outlook: Opportunities Remain Despite Challenging Environment 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 32: US Store Tracker ExtraMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestUS Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change
Insight ReportHoliday 2022: UK Retail Wrap-Up John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 23, 2023 Reasons to ReadWe conclude our coverage of the 2022 holiday season in UK retail, drawing on trading updates from major retailers and retail sales data from the Office for National Statistics (ONS). Data in this report are: Major UK retailers’ sales results for the holiday 2022 period—including total, comparable sales and online growth, year over year UK retail sales (ex. automotive fuel)—Year-over-year changes in value and volume between October 2021 and December 2022, and sales by sector in the fourth quarter of 2022 Appendix: Major UK retailers’ sales results for the holiday 2021 period Companies mentioned in this report include: ASOS, Boohoo Group, JD Sports, Marks & Spencer, Next, Sainsbury’s, Tesco Other relevant research: Holiday 2022: US Retail Wrap-Up Our full series of US Consumer Tracker and US Consumer Tracker Extra survey reports Coresight Research 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. 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:Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March
Free Data GraphicCoresight Bites: US Store Openings and Closures—2022 Review and 2023 Outlook Coresight Research January 23, 2023 Coresight Bites provide free snapshots of Coresight Research data and findings. This graphic presents selected insights on US retail from our latest US and UK Store Tracker Extra report, which supplements our Weekly US and UK Store Openings and Closures Tracker. Subscribers can access the full research here. To find out how to subscribe, click here. The report reviews store closures and openings in the US and the UK—including breaking down the numbers by sector and analyzing the retailers that significantly contributed to total openings and closures over the year. The report also presents our projections for US and UK store closures and openings in 2023. Click the image to read the full report. Access our US Store Tracker Databank here. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicCEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceHigher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data Graphic
Insight ReportHoliday 2022: US Retail Wrap-Up John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 23, 2023 Reasons to ReadWe conclude our coverage of the 2022 holiday season in US retail, drawing on consumer survey data, shopper traffic data, retailers’ trading updates and retail sales data. Data in this report are: Proprietary US consumer survey findings—Total holiday spending (versus pre-holiday expectations), channels through which holiday gift purchases were made, categories purchased as gifts (versus pre-holiday expectations) Store traffic trends—Percentage changes in store visits for major retail sectors and major retailers versus the prior year and compared to three years earlier US retail sales—Year-over-year changes between December 2021 and December 2022, and sales by sector in the fourth quarter of 2022 US inflation, 2022 Companies mentioned in this report include: Best Buy, Costco, Dollar General, Dollar Tree, JCPenney, Kohl’s, Macy’s, Target, Walmart Other relevant research: December 2022 Leading Indicators of US Retail Sales: Mid-Single-Digit Sales Growth Expected Despite Economic Uncertainty US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop? All Coresight Research coverage of US holiday retail Our full series of US Consumer Tracker and US Consumer Tracker Extra survey reports Coresight Research 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. Click here to view our full collection of monthly reports. US Store Tracker Databank 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: Understand Who Shops Where in US Retail, with John MercerAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
Deep Dive1Q23 US Livestreaming Tracker: Consumers Seek Real-Time Engagement in the Shopping Journey Bao Arakov, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 23, 2023 Reasons to ReadThe Coresight Research US Livestreaming Tracker is a quarterly series that provides updates on trends in the live-video e-commerce space. We analyze findings from proprietary US consumer surveys on the role of livestreaming in the shopping journey. In this report, we present data from our latest survey, conducted in December 2022, which asked consumers about their engagement with “shoppable livestreams” (live, online videos focused on promoting and selling products) in the past three months. Data in this report, based on proprietary survey findings, include: Use of livestream shopping—frequency of watching shoppable livestreams and reasons for watching Livestream shopping platforms—platforms used to watch shoppable livestreams (and breakdowns by age groups and platform type) and product categories that viewers have watched vs. purchased via livestreaming Purchasing process—average spending via livestreaming across selected product categories (and breakdown by income) and reasons for cart abandonment Livestreaming content—formats that viewers prefer to watch, degree of influence of livestream technology and host characteristics on purchase decisions, and future expectations for content Companies mentioned in this report include: Best Buy, Bloomingdale’s, Costco, Dollar General, Facebook, Home Depot, IKEA, Instagram, Kohl’s, Sam’s Club, Sephora, Snapchat, Target, Twitch, Ulta Beauty, YouTube Other relevant research: The previous report in this series—4Q22 US Livestreaming Tracker All Coresight Research coverage of livestreaming 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 and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium BuysEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready CommerceWeekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores
Insight ReportIs Influencer Marketing Still Effective in the Global Beauty Market? Marie Driscoll, CFA, Managing Director of Beauty and Luxury January 23, 2023 Reasons to ReadInfluencers, celebrities and other key opinion leaders (KOLs) have become instrumental to the global beauty industry. We examine the evolving role of these personalities in the industry and how companies can use them to support brand growth. This exclusive report is brought to you in partnership with CEW—conversation leaders in the beauty industry and community. Data in this report include: Global influencer marketing market and year-over-year growth for 2016 through 2022 (estimated) Influencer-based marketing spending as a percentage of companies’ annual marketing budgets US social media engagement rates in the beauty market in the third quarter of 2022 Companies mentioned in this report include: Coty, Fenty Beauty, Goop, Kylie Cosmetics and TikTok Other relevant research: Livestreaming in Western Markets: A Beauty Renaissance Is on the Horizon What Does the Metaverse Offer Beauty Brands? Beauty and Fragrance as an Entry Point to Luxury 10 Trends in Global Beauty 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:Analyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains Resilient
Company ProfileThe Estée Lauder Companies Inc. (NYSE: EL) Company Profile Coresight Research January 22, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
Analyst CornerWeinswig’s Weekly: The Year of the Rabbit Is Here! John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 22, 2023 Reasons to ReadIn each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” discusses Chinese New Year celebrations as we enter the Year of the Rabbit. Other relevant research: Chinese New Year 2023 Preview China Consumer Tracker: Coresight Research Survey Findings Read last week’s Weinswig’s Weekly, which discusses livestreaming in the beauty 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:Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic
Company ProfileNordstrom Inc. (NYSE: JWN) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Three Data Points We’re Watching This Week, Week 32: US Store Tracker ExtraSector Focus: Beauty Retailing—Data GraphicConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform
Company ProfileColes (ASX: COL) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection Moderates2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsHome and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights
Company ProfileBig Lots (NYSE: BIG) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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 UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesUnlocking Success: The Pathway to Profitability for US Brands and RetailersWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores
Company ProfileBJ’s Wholesale Club (NYSE: BJ) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Amazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium BuysShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailSector Focus: Luxury Goods—Data GraphicNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s
Company ProfileCarrefour (ENXTPA: CA) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:Innovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AIEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Company ProfileFive Below Inc. (NASDAQ: FIVE) Company Profile Coresight Research January 21, 2023 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related 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:June 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025US CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
