Deep DiveHead-to-Head in Luxury: Kering vs. LVMH Coresight Research December 8, 2022 Reasons to ReadKering and LVMH are the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion. Data in this report include: Kering and LVMH’s revenues and year-over-year percentage growth, 2016–2021 Kering and LVMH’s 2021 revenues by product category Kering and LVMH’s revenues by geography, 2021 Kering and LVMH’s Instagram followers, by beauty, fashion, jewelry, leather goods and watch brands Other relevant research: Retail Innovators: Sustainability and Tech Enablers in the Luxury Ecosystem Head-to-Head in Luxury: Capri Holdings vs. Tapestry Market Outlook: Emerging Markets—Localization To Boost Luxury 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:Keeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025Retail-Tech Landscape: Unified CommerceWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty
Insight ReportThe 4-5-4 US Retail Calendar, 2023–24: Your Guide to the Retail Year Coresight Research December 8, 2022 Reasons to ReadThe 4-5-4 retail calendar shown below is a guide to the fiscal year ending February 3, 2024. Fiscal 2023 comprises 53 weeks to accommodate extra days built up over the past few years from dividing the calendar into 52 weeks (364 days), an anomaly that most recently occurred in fiscal 2017. 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 15: Guess? To Close Nearly 20 StoresTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in England
Event CoverageAmazon AWS re:Invent 2022: Keynote Address—AWS Enters the Enterprise Software Category with Two New Products Coresight Research December 7, 2022 Reasons to ReadWe present key insights from the keynote address at Amazon’s 2022 re:Invent conference by Adam Selipsky, CEO of AWS (Amazon Web Services), on November 28, 2022. We summarize AWS’s major announcements at the event, including two new products in the enterprise software space. Other relevant research: Coresight 100 company profile: Amazon Winning the Retail Trifecta: Demand Forecasting, Allocation and Replenishment RetailTech: Cloud Computing—Amazon vs. Google vs. Microsoft AWS Unleashes a Flurry of Announcements at 2019 AWS re:Invent Conference 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 37: Bodycare Enters Administration and Closes StoresRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate EnablementAmazon Bids to Acquire TikTok—What It Means for US E-CommerceThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 Review
Insight ReportCountdown to Holiday 2022: What We Know So Far, Including Black Friday and Cyber Monday Learnings Coresight Research December 7, 2022 Reasons to ReadAs part of our Countdown to Holiday 2022 series, we discuss retail performance on Black Friday (November 25) and Cyber Monday (November 28) in the US. We also offer wider learnings for holiday 2022 and the retail environment in general. Data in this report include: Retail’s trajectory—retail sales and overall inflation; real retail sales and retail inflation US consumer shopping behavior on Black Friday and Cyber Monday, by channel and retailer Store traffic on Black Friday, the Black Friday weekend and Cyber Monday—and store traffic selected retailers Online retail sales on Thanksgiving, Black Friday and Cyber Monday Discounts on selected categories Top 10 product categories purchased by Black Friday shoppers Companies mentioned in this report include: Amazon, Costco, JCPenney, Kohl’s, Macy’s, Nordstrom, Target, Walmart Other relevant research: Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and Canada Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy All coverage of US holiday 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:Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic
Deep DiveUS Consumer Tracker: Tempered Thanksgiving Weekend Shopping Coresight Research December 6, 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 over the Thanksgiving weekend, including Black Friday. Data in this report are: Activities consumers have done in the last two weeks Public places consumers are currently avoiding 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: Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: Read our full series of US Consumer Tracker and US Consumer Tracker Extra 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:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikThe Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyAmazon Bids to Acquire TikTok—What It Means for US E-Commerce
Deep DiveGlobal Retail in 2023: Five Forces, Five Trends Coresight Research December 6, 2022 Reasons to ReadPart of our Retail 2023 series of outlook reports, our flagship annual report outlines our trend expectations for the year ahead in retail globally. We discuss five forces set to impact global retail in 2023—including high inflation and interest rates—and reiterate our RESET framework for retailers to respond to short-term consumer needs while securing longer-term success. Data in this report include: Global economic context—GDP growth, inflation and unemployment rates in China, France, Germany, India, the UK and the US US store openings by sector, 2012–2022YTD Findings from recent Coresight Research surveys of consumers and businesses—across topics such as sustainability, wellness, GNFR costs, retail media and inventory management Other relevant research: 2023 Retail and Technology Outlook: Facing into the Headwinds Look out for future reports in our Retail 2023 series, publishing over the next two weeks, covering retail technology, China e-commerce and retail in India. Contents Five Forces Five Trends 1.Responsive… To Accelerated Structural Frugality 2.Engaging… To Drive Long-Term Loyalty 3.Socially Responsible… as a Buttress Against Trading Down 4.Expansive… To Pursue Alternative Revenue Opportunities 5.Tech-Enabled… To Empower a Productivity Push What We Think 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:High-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicUS Retail and Consumer Outlook: June 2025Store Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified Organizations
Event CoverageHKSTP x HKBAN Investment Pitch: Hong Kong-Based Tech Startups Present “Smart City” Solutions Coresight Research December 6, 2022 Reasons to ReadOn November 29, 2022, startups presented their technology solutions on the theme of “smart city” at the Investment Pitch event held by HKSTP and HKBAN in Hong Kong. We offer insights from retail-related companies that participated in the event, with solutions covering robotics, AI, facilities management and more. Companies mentioned in this report are: Aura Labs, DimOrder, Robocore Technology and Vista Innotech. Other relevant research: All Coresight Research coverage of retail technology Innovator research 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 CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanRetail-Tech Landscape: MarTechInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech Innovation
Insight ReportEarnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline Coresight Research December 6, 2022 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week, there are highlights from companies that reported in the week ended December 4, 2022, across multiple sectors: apparel and footwear brand owners, apparel and footwear specialty retailers, department stores, discount stores, e-commerce, electronics retailers and off-price retailers. 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: Big Lots, Dollar General, Five Below, Kroger, Petco Health and Wellness Company Other relevant research: 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 Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines 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:Putting the “AI” in “Airlines”: Insights from CES 2025Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows
Free Data GraphicThe Coresight Research RESET Framework Coresight Research December 6, 2022 For global retail in 2023 and beyond, Coresight Research reiterates our RESET framework (first launched in 2022) for retailers to respond to short-term consumer needs while securing longer-term success. Read more about the framework in our flagship annual report, Global Retail in 2023: Five Forces, Five Trends This document was generated for Other research you may be interested in:Analyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya KaushikShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesStore of the Future: Unlocking Performance Through Innovation
Deep Dive2023 Retail and Technology Outlook: Facing into the Headwinds Coresight Research December 5, 2022 Reasons to ReadKicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Data in this report include: US context—unemployment rate, weekly earnings, savings rate and consumer sentiment index US inflation, retail sales and GDP Coresight Research growth expectations for US and global retail sectors Other relevant research: Look out for future reports in our Retail 2023 series, publishing over the next two weeks, covering global retail trends, retail technology, China e-commerce and retail in India. 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:Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityUS CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward EffectWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion Plans
Deep DiveNovember 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales Coresight Research December 5, 2022 Reasons to ReadThe Coresight Research monthly US Housing Market Indicators report analyzes ten indicators to assess the health of the US housing market, with implications for home and home-improvement retailers. The most recent data show that all home sales continue to decline. Data in this report include: US housing permits, starts and completions for October 2021–October 2022 US existing home sales for October 2021–October 2022 US pending home sales index for October 2021–October 2022, overall and by region US new home sales and year-over-year change for October 2021–October 2022 US housing affordability index for September 2021–September 2022 Companies mentioned in this report are: Floor and Decor, Home Depot Other relevant research: The previous Housing Market Indicators report for October 2022 Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail Read our complete coverage of the home and home-improvement sector. View our full collection of monthly reports that 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:Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsInnovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media SyndicationSector Focus: Home and Home-Improvement Shopping—Data GraphicHoliday Bites: Resale Shopping and Secondhand Selling—Data Graphic
Analyst CornerWeinswig’s Weekly: The Health of the US Consumer Economy Deteriorates Amid the Holiday Season Coresight Research December 4, 2022 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. This week, Deborah Weinswig discusses the health of the US consumer economy amid the holiday season. 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:Weekly 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 MoreAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan
Deep DiveUS Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth Opportunity Coresight Research December 2, 2022 Reasons to ReadWe analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, the competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles. Data in this report include: US women’s extended-size apparel market size, 2019–2023 Year-over-year changes in consumer price index for women’s apparel for all urban customers, seasonally adjusted, January 2019–September 2022 US women classification by body mass index as percentage of population, 2017–2018 (latest available data) Major extended-size brands and retailers Major brand and retailer extended-size developments, November 2021–October 2022 Companies mentioned in this report include: Foot Locker, Gap Inc., Levi’s, Macy’s, Target, Walmart Other relevant research: US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion Market US Women’s Underwear Market: The Future Is Shapewear, Sports and Teens 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 Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market ConcentrationInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food Stores
Insight ReportSupply Chain Briefing: Made.com Collapses in the UK; US Supply Bottlenecks Ease Coresight Research December 2, 2022 Reasons to ReadIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore Made.com’s collapse, US bottlenecks easing and China’s Zero-Covid policy. Data in this report include: Made.com’s key costs and inventory levels before its collapse into administration US monthly retail import volume in 20-foot equivalent units Average container dwell times for US rail cargo Companies mentioned in this report include: Apple, Foxconn, Interparfums, Made.com and Next Other relevant research: The last entry in the Coresight Research Supply Chain Briefing series, which covers labor strikes in the US and the growing European energy crisis China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism Event All coverage of the retail supply chain from Coresight Research 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 Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 48: UK Store Closures Fall 60% Coresight Research December 2, 2022 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this report include: 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2021 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 major US store closures and openings 2022 major UK store closures and openings Companies mentioned in this report include: Aldi, Boyes, Canada Goose, Dick’s Sporting Goods and Dunham Sports Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 47: US Closures Halve US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet 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 2022 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:Personal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?Three Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus
