Insight ReportRetail Around the World: Coresight Research Observations, November 2022 Coresight Research December 8, 2022 Executive SummaryCoresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our new Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. Companies mentioned in this report include: Hermès, LVMH, NIKE, Nordstrom and Ralph Lauren Other relevant research: Retail Around the World: Coresight Research Observations—October 2022 Our coverage of the sustainability trend Our coverage of retail technology 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 14: Urban Outfitters Announces Expansion PlanInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet
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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management
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:Three Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
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:Unlocking Success: The Pathway to Profitability for US Brands and RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic
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:Shoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesEarnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
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:Rolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicSentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey Insights2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth Amid Margin PressureThe STORE Framework for Driving Innovation in Retail
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:Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update
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:Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Weekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications
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:Weekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—AgainWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey
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:Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusCES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into Focus
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:US CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Three Data Points We’re Watching This Week, Week 8Weekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for AdministrationThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation
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:Putting the “AI” in “Airlines”: Insights from CES 2025Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealInnovator Matrix: MarTechWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000
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:May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresDeeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra
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:May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey Insights
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:The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025Diwali’s Global Rise Is Reshaping the Retail Growth CycleNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—Infographic
