Reasons to Read

Coresight 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

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Reasons to Read

Coresight 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.

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Reasons to Read

Coresight 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.

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Reasons to Read

Coresight 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.

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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 global travel retail market, with a focus on the beauty category.

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

After being severely derailed by the Covid-19 pandemic, the travel retail market is starting to approach pre-pandemic productivity levels once again.

Click the image to read the full report, in which we examine current trends in the travel retail market, including future opportunities for beauty brands and retailers.

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 free report, we present five key insights from the four weeks ended November 27, 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

Other relevant research:

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Reasons to Read

We introduce our new China Consumer Tracker series, which will regularly take a temperature check on Chinese consumers’ behaviors, attitudes and sentiment. In 2023, our China Consumer Tracker will be a regular series based on exclusive Coresight Research survey data.

In this report, we present findings from our survey conducted on December 13, 2022, exploring sentiment and shopping behavior among Chinese consumers. We also outline selected Covid-19 policy changes in China in December 2022.

Data in this report are:

  • Avoidance of public places
  • Consumer sentiment
  • Expectations for discretionary retail and services spending in the next two weeks

Other relevant research:

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Introduction

The Coresight Research team will attend CES 2023 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, with the exhibits running during January 5–8, 2023, following two Media Days.

In this report, we provide an early look at the show’s media days, keynotes and sessions, including three major product showcases.

  • For more on what to expect from CES 2023, read our separate preview report.

Look out for upcoming reports in January 2023, when we will present our insights from the show.

CES 2023: First Look—Coresight Research Insights

The 2023 iteration of CES will follow the annual conference’s typical format, comprising five major components:

  • Media Days, featuring press conferences from major technology leaders
  • Keynote addresses, featuring remarks from current and emerging key technology segments
  • The conference program, which includes presentations on a wide variety of tech topics
  • Three product showcases: CES Unveiled, Pepcom and Showstoppers
  • The trade show, which spans three exhibit halls and features booths and demos from established companies and innovators around the world

Media Days: Presentations from Global Tech Powerhouses (January 3–4)

The Media Days will kick off with a presentation on “Trends to Watch” by Steve Koenig, VP of Market Research at CTA, who will outline global tech trends. The first day will also see the CES Unveiled product showcase (discussed later in this report).

The second day will be replete with press conferences from global tech companies, which are only open to media and industry analysts. Coresight Research plans to catch as many of the press conferences as possible, including from Hisense, LG Electronics, Panasonic, Samsung, Sony and TCL.

Keynotes: The Expansion of Tech into Other Sectors, Particularly Automotive (January 4–5)

In Figure 1, we show selected keynotes from CES 2023 from the available agenda (as of December 20, 2022). Although it is typical for CES to offer keynotes from the electronics industry, the 2023 event will see keynotes featuring three speakers from the automotive/transportation industry. It is also notable to see speakers from retail and healthcare, indicating the spread of tech into other industries.


Figure 1. CES 2023: Selected Major Keynotes (PST)

Date/Time Speaker Sector
Wed., Jan. 4, 6:30 p.m. Dr. Lisa Su
Chair and CEO, AMD
Semiconductors
Wed., Jan. 4, 8:00 p.m. Oliver Zipse
Chairman of the Board of Management, BMW AG
Automotive
Thu., Jan. 5, 8:30 a.m. John May
Chairman and CEO, John Deere
Industrial
Thu., Jan. 5, 11:00 a.m. Ed Bastian
CEO, Delta Air Lines
Transportation
Jeremi Gorman
President, Global Advertising, Netflix
Media
Laura Jones
Chief Marketing Officer, Instacart
Retail
Thu., Jan. 5, 2:00 p.m. Carlos Tavares
CEO, Stellantis
Automotive
Thu., Jan. 5, 4:00 p.m. Panel:

Carlos M. Nunez, M.D.
Chief Medical Officer, ResMed

Dr. Anne Docimo
Chief Medical Officer, UnitedHealthcare

Dr. Stephen Klasko
Executive in Residence, General Catalyst

Dr. Vidya Raman-Tangella
Chief Medical Officer, Teladoc

Dr. Susan Turney
CEO, Marshfield Clinic Health System

Healthcare

Source: CTA

 

The Metaverse Is the New Major Addition to CES (January 4–7)

The 2023 conference program will cover typical topics such as fitness and wearables, home entertainment, smart cities, smart home and startups. However, it will also feature several metaverse-related topics, including:

  • Augmented and virtual reality (AR/VR)
  • Cryptocurrency and NFTs (non-fungible tokens)
  • Web 3.0 and metaverse

Other key topics at CES will include:

  • Food technology
  • Space technology
  • Vehicle technology, which has been expanded beyond electric cars to encompass vehicles that traverse land, sea and air

CES will also focus on several social topics in 2023, including:

  • Human security for all
  • The good that tech can do
  • Diversity and inclusion

Three Major Product Showcases: CES Unveiled, Pepcom and Showstoppers

Three product showcases will take place at CES 2023, presenting curated selections of the 4,500 exhibitors presenting in the conference halls. All three showcases take place in a large exhibit hall and feature booths where vendors demonstrate and explain their products, offering hands-on experience of new products and an opportunity to meet with inventors and tech company executives.

The World’s Largest Trade Show—Focus on the New West Hall and Eureka Park

Company exhibits will be hosted in two main locations:

  • The Las Vegas Convention Center, which contains exhibits in the three historical halls plus the newly completed West Hall (which was open for CES 2022), will be dedicated to mobility (air, land and sea), especially automotive products.
  • The Venetian Expo (formerly Sands), which is part of the Venetian-Palazzo complex and contains Eureka Park, where most of the innovators are located. We plan to meet innovators from Israel, Hong Kong, France and other countries. The Venetian Expo is one of the most innovative areas of CES; these emerging companies provide a good picture of what will become major trends in future years.

What We Think

It is always a challenge to absorb the mind-boggling amount of new information and technology presented at every CES show. We will present key messages from the event in our daily coverage reports, as well as highlight exciting products and emerging innovators, so that both attendees and those unable to travel to Las Vegas won’t miss out on anything!

We characterize this year’s show as evolutionary, rather than revolutionary (i.e., showing applications of existing technologies rather than introducing new, groundbreaking ones), with one major exception: the metaverse. We expect to see numerous demonstrations of metaverse technology, as well as its foundational technologies such as cryptocurrencies, NFTs, virtual reality and haptics, and other physical sensors and devices.

In addition, we expect to see an increased focus on all kinds of autonomous vehicles (air, land and sea), as well as a diversified focus on other industries such as retail and healthcare, as tech is starting to permeate practically every other industry.

Reasons to Read

We analyze the growth trajectory of the US fashion resale market, presenting market factors, a competitive landscape, themes we are watching and industry players’ profitability.

Data in this report include:

  • US fashion resale market size and share of total fashion market, 2018–2026
  • US fashion resale market sales by distribution channel and year-over-year growth, 2018–2026
  • US fashion resale market e-commerce penetration and online sales year-over-year growth, 2018–2026
  • US consumers use of, and plans to buy, secondhand clothing, footwear and accessories, October 2022
  • Resale services used by resale fashion shopper in the past 12 months as of October 2022, by service provider

Companies mentioned in this report include: Goodwill Industries, Facebook Marketplace, Poshmark, The RealReal, StockX, ThredUP

Other relevant research:

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Reasons to Read

Coresight Research takes stock of the latest metrics on US holiday trading, including in our survey data and shopper traffic data.

This is the final report in our Countdown to Holiday 2022 series.

Data in this report include:

  • US retail sales growth—nominal and real—in the fourth quarter of 2022
  • Proprietary US consumer survey data—including changes in grocery and nongrocery shopping habits due to inflation, and the latest picture on what and where consumers are purchasing
  • Retailers’ sales growth versus inflation—grocery and apparel
  • Store traffic in the holiday season across selected retail sectors

Companies mentioned in this report include: Amazon, Dollar Tree/Family Dollar, Target, TJX, Walmart

Other relevant research:

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

 This graphic presents selected insights into the US handbag market.

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

  • Following a substantial pandemic-led decline in 2020, the US handbag market recovered strongly in 2021, with total sales exceeding pre-pandemic levels.
  • Price rises have driven growth in consumer spending on handbags in 2022.
  • We expect that economic pressures including the impacts of inflation overall will see unit volumes down year over year in 2023—resulting in a low-single-digit percentage decline in the market’s value.

Click the image below to read our full report on US handbag retailing, which explores market drivers, the competitive landscape and themes we are watching in the market.

 

Reasons to Read

Each Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer-survey data, and our analysts’ consideration of factors and themes in the market. Market Outlooks for major covered sectors are updated twice a year.

Data in this report include:

  • Total UK grocery retail sales and YoY sales growth
  • Proportion of UK consumers reporting their cost of living has increased over the last month
  • UK online grocery: total sales and YoY sales growth
  • Top six UK grocery retailers’ store count
  • UK grocery market share by retailer, 2020–2022

Companies mentioned in this report include: Aldi, Asda, Getir, Gorillas, Gopuff, Lidl, Morrisons, Ocado, Sainsbury’s, Tesco, Waitrose

Other relevant research:

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Reasons to Read

After being derailed by the Covid-19 pandemic, travel retail is starting to once again approach 2019 productivity levels. We examine current trends in the travel retail market, including future opportunities for beauty brands and retailers.

Data in this report include:

  • Global duty-free and travel retail sales
  • Duty-free and travel retail sales by category and region
  • Market shares of duty-free and travel retail sales by region
  • Top 10 global duty-free retailers and their 2020 and 2021 revenues and market shares
  • Product categories travel retail shoppers most want to buy from

Companies mentioned in this report include: Coty, Dufry, Estée Lauder, L’Oréal, LVMH

Other relevant research:

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Reasons to Read

In our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. November 2022’s data shows traffic declined by 0.9% year over year.​

Data in this report are:

  • Year-over-year change to US store-based traffic and sales
  • US store-based nonfood metrics, including shopper yield, unit per transaction and average unit retail
  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type

Other relevant research:

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