Insight ReportNovember 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic Declines Coresight Research December 20, 2022 Reasons to ReadIn 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: Coresight Research US Retail Sales Databank Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. 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:Economic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearThree Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths
Company ProfileUrban Outfitters, Inc. (NasdaqGS: URBN) Company Profile Coresight Research December 20, 2022 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 44: Shoe Zone Closes StoresAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersUS Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeMusic Festivals: A Key Opportunity for Retail Brand Engagement
Insight ReportLeveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform Coresight Research December 20, 2022 Reasons to ReadCollecting and deploying customer data is a challenge for all retailers. We analyze how a customer data platform (CDP) can make these processes more effective, especially in the home and home-improvement sector. Data in this report include: US home and home-improvement specialist retailers’ sector size and year-over-year change, 2017–2026 Proportion of respondents willing to share information with other home-furnishings and home improvement retailers, as of September 2022 Companies mentioned in this report include: Adobe, Amazon, Apple, Google, Home Depot, Lowe’s Other relevant research: Salesforce’s Dreamforce 2022: Data Unification, Collaboration, Digitalization and Web 3.0 Amazon AWS re:Invent 2023: Keynote Address–AWS Enters the Enterprise Software Category with Two New Products Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive Retailing Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Person Retailing 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—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate DevicesEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines
Deep Dive3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures Coresight Research December 20, 2022 Reasons to ReadThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Academy Sports and Outdoors, Amazon, the Clorox Company, Foot Locker and Signet Jewelers Other relevant research: 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth 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 Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in England2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsCEO Brief: A Turning Point for US Consumers and the Economy?Weekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 Stores
Insight ReportNovember 2022 UK Retail Sales: Volumes Remain Deeply Negative but Some Sectors See Value Growth Strengthen Coresight Research December 20, 2022 Reasons to ReadWe analyze UK retail sales, by sector and total, for October 2022. We also cover online retail sales and penetration. Data in this report are: Total UK retail sales, excluding automotive fuel and unadjusted, year-over-year change, November 2021–November 2022 UK retail sales by sector, year-over-year change, September 2022–November 2022 Online retail sales as a percent of total retail sales, November 2021–November 2022 Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. 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:Personal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicThree Data Points We’re Watching This Week, Week 16: US Easter ExpectationsWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store
Deep DiveUS Grocery Discounters: Price Competition Intensifies Coresight Research December 20, 2022 Reasons to ReadWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Data in this report include: Grocery discount channel vs. total US grocery market YoY % growth Selected discounters’ estimated annual sales Selected discounters’ and total US grocery store visits YoY growth Selected discounters’ store visit duration breakdown Aldi US, Save A Lot, Grocery Outlet and Lidl US: total store count and maps Companies mentioned in this report include: Albertsons, Aldi, Grocery Outlet, Lidl US, Kroger, Save A Lot Other relevant research: E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in Growth The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030 Seizing the Grocery Livestreaming Opportunity: Insights Presented at Groceryshop 2022 Market Outlook: US Grocery—Surging Inflation Disrupts Grocery 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 US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountUS CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward EffectUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024
Deep DiveUS Consumer Tracker: Shoppers Turn to Stores Coresight Research December 20, 2022 Reasons to ReadThe Coresight Research weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. This week, we assess shopper behavior as the holiday approaches. Data in this report are: Public places consumers are currently avoiding Activities consumers have done in the last two weeks Which retailers consumers have bought food and nonfood products from in the last two weeks What products consumers have bought in the last two weeks in-store and online Companies mentioned in this report include: Amazon, Dollar General, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: Read our full series of US Consumer Tracker and US Consumer Tracker Extra 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 10: US Store Openings Exceed 2,000Sector Focus: Luxury Goods—Data GraphicFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—InfographicInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf Performance
Insight ReportMixed-Use Real Estate—London’s Battersea Power Station Renewed with Retail Relevance Coresight Research December 19, 2022 Reasons to ReadMembers of the Coresight Research team visited Battersea Power Station, a historic, decommissioned power station that recently reopened as a mixed-use center with dining, entertainment and shopping options, as well as residences and forthcoming workspaces. We review the amenities available at Battersea Power Station and the destination’s retail potential. Companies mentioned in this report include: Apple, Battersea Power Station Development Co., Genesis and Ralph Lauren 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: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year
Company ProfileAcademy Sports and Outdoors, Inc. (NasdaqGS: ASO) Company Profile Coresight Research December 19, 2022 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:Economic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik Bhatia
Insight ReportMetaverse Fashion: Inclusivity and Realism in Avatar Wearables, plus Survey Findings from Roblox Coresight Research December 19, 2022 Reasons to ReadLeading virtual world and pre-Web 3.0 gaming platform Roblox recently released its “2022 Metaverse Fashion Trends” report, detailing trends in digital avatars and wearables for Gen Z users. We present key findings from the report and analyze implications for fashion brands in the metaverse heading into 2023. Data in this report are: Findings on digital wearable trends from a Roblox survey of Gen Z users in the US Companies mentioned in this report include: Burberry, Carolina Herrera, Gucci, NIKE Other relevant research: Metaverse Latest: Decentraland’s Fashion Week Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and Identities All Coresight Research coverage of the metaverse 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:Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—UpdateResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT
Deep DiveUS Handbag Retailing: Opportunities in Vegan Leather and Resale Coresight Research December 19, 2022 Reasons to ReadOur analysis of the US handbag market covers the market size, market drivers, competitive landscape and themes we are watching. Brands and retailers can seize opportunities in vegan leather, resale and private labels. Data in this report include: US handbag retail sales and year-over-year growth, 2015–2026 Year-over-year changes of the consumer price index in apparel and footwear for all urban consumers, September 2021–September 2022 Retailers that consumers purchased handbags from in the 12 months ended October 17, 2022 Brands that consumers purchased handbags from in the 12 months ended October 17, 2022 Total individual spending on handbags by consumers who purchased handbags in the 12 months ended October 17, 2022 Companies mentioned in this report include: Amazon, Capri Holdings, Kohl’s, Macy’s, Target Other relevant research: US Apparel Accessories Retailing: New Opportunities Support Recovery America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and Strategy 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:September 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic
Free Data GraphicThree Things You Need To Know: US Consumer Tracker Extra—Analyzing Shopping Changes by Consumer Demographic Coresight Research December 19, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights from our December 2022 US Consumer Tracker Extra report, which offers a deeper dive into longer-term trends revealed by our weekly survey data. 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. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports. This document was generated for Other research you may be interested in:Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel Stores
Company ProfileDeckers Outdoor Corporation (NYSE: DECK) Company Profile Coresight Research December 18, 2022 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:Retail 2025: UK Retail Predictions—Midyear Trends UpdateInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square FeetWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 Stores
Company ProfileColumbia Sportswear Company (NasdaqGS: COLM) Company Profile Coresight Research December 18, 2022 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:Holiday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikNextGen 2025: Retail, Real Estate & the New Consumer—AgendaRetail 2025: China Retail Predictions
Company ProfileLi Ning Company Limited (SEHK: 2331) Company Profile Coresight Research December 18, 2022 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:Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisHigher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data GraphicUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadAnalyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand Kumar
