Reasons to Read

The 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 inflation’s impact on consumer behavior.

Data in this report include:

  • How consumers who have observed inflation have changed or expect to change their shopping habits in grocery and nongrocery as a result
  • Activities consumers have done in the past two weeks
  • Public places consumers are currently avoiding
  • What consumers have bought in-store and online in the past two weeks
  • Which retailers consumers have bought food and nonfood products from in the past two weeks

Companies mentioned in this report include: Amazon, Costco, Dollar General, Target, Walmart

Other relevant research:

  • Read our full series of US Consumer Tracker and US Consumer Tracker Extra reports.
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Reasons to Read

We present recent developments in the metaverse space—covering virtual worlds and platforms; brands and retailers; technology and access; and NFT (non-fungible token) collection drops.

We also discuss a key trend we are watching: NFT loyalty programs.

Companies mentioned in this report include: Alibaba, Budweiser, Clinique, Flipkart, Lowe’s, Meta, Microsoft, NIKE, Prada, Printemps, Ralph Lauren, Scotch & Soda, Sephora, Starbucks

Other relevant research:

  • This report is part of our Metaverse Latest series, which provides regular updates on metaverse developments globally, showing how key players and new entrants are seizing opportunities in the space. In this report, we present developments as of September 14, 2022. Read the previous report in the series, which discusses the Ethereum merge.
  • Ebook: Building Blocks of the Metaverse
  • More Coresight Research coverage of the metaverse
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Reasons to Read

Retail merchandising is at a tipping point—the confluence of advanced technologies such as artificial intelligence (AI) and the need for fast decision-making in today’s retail environment are complicating the merchandising process.

In this Custom Report, we discuss five key challenges in merchandising planning and execution that are negatively impacting retailers’ ability to offer memorable in-store experiences to their shoppers. Our analysis is based on proprietary survey findings.

We also present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments.

This free report is sponsored by One Door, an artificial intelligence (AI)-powered cloud-based retail merchandising planning and execution platform.

Click here to read more Innovator Research from Coresight Research.

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Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2022 holiday season.

  • Click here to see more Holiday Bites well as our in-depth research reports on US holiday retail.
  • Click here to access our US Holiday Retail 2022 Databank.

Some 41% of US holiday shoppers expect to buy toys or games as gifts this year, according to an October 2022 Coresight Research survey.

Those who expect to buy physical toys and games will purchases across an average of three toy categories.

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Reasons to Read

We 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, October 2021–October 2022  
  • UK retail sales by sector, year-over-year change, August 2022–October 2022
  • Online retail sales as a percent of total retail sales, October 2021–October 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. 
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Reasons to Read

US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures.

Data in this report include:

  • Proprietary survey data on US consumers’ changes to shopping behavior in response to inflation—for grocery and nongrocery
  • US retail sales, % change year over year and on a two-year basis
  • US consumer prices vs. average hourly wages
  • US personal savings rate

Companies mentioned in this report include: Dollar Tree, Inc., Dollar General, Walmart, Burlington Stores, Gap, TJX Stores, Nordstrom

Other relevant research:

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Reasons to Read

In 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 prospects for grocery e-commerce in the US.

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Reasons to Read

As part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches.

Data in this report include:

  • The value of China’s current metaverse-related output
  • The total number of digital pieces released by luxury brands on Tmall Luxury Pavilion
  • How many brands participated in Alibaba’s extended reality (XR) marketplace

Companies mentioned in this report include: Alibaba, Haier, JD.com, Maybelline and Vacheron Constantin

 Other relevant research: 

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Reasons to Read

Singles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China, including Australia, Europe, Southeast Asia, the United Arab Emirates (UAE) and the US.

Companies mentioned in this report include: Adidas, American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker and PUMA

Other relevant research:

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Reasons to Read

Our 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: Ahold Delhaize, Dillard’s The Home Depot, Smart & Final and Tapestry

Other relevant research:

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Reasons to Read

We expect a strong increase in toy demand this holiday season, despite record levels of inflation, rising interest rates and low levels of consumer confidence. As part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday.

Data in this report are:

  • Proprietary survey data on US consumers’ holiday shopping intentions, including on toy categories
  • US quarterly retail sales for hobby, toy and game stores
  • US quarterly personal consumption expenditure on hobby, toy and games products (YoY growth)

Companies mentioned in this report include: Amazon, Macy’s, Target and Walmart

Other relevant research:

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Reasons to Read

We analyze US retail sales for October 2022, in total and by sector. Retail sales decelerated to 6.4% year-over-year growth this month.

Data in this report are for US retail sales excluding gasoline and automobiles:

  • Year-over-year changes from October 2021 to October 2022
  • Year-over-year changes from October 2021 to October 2022, seasonally adjusted
  • Month-over-month changes from October 2021 to October 2022
  • Sales by sector: year-over-year changes in September and October 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 China, the UK and the US. Click here to view our full collection of monthly reports.
  • Coresight Research US Retail Sales Databank
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Reasons to Read

We present recent developments and notable trends in the global livestreaming space, including livestreaming initiatives during Singles’ Day in China and how livestreaming is expanding into the real estate sector.

We offer examples of recent livestreaming events from retail companies globally, including Alibaba, Amway, IKEA, Natori, Printemps, Walmart and Wumart, as well as social media platforms Pinterest and YouTube.

This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors.

Click here to read more Coresight Research coverage of livestreaming e-commerce.

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Reasons to Read

We analyze China’s retail sales for October in total and by sector, as well as online penetration and online retail sales.

Data in this report are:

  • Total China retail sales year-over-year growth from September 2021 to October 2022
  • China retail sales year-over-year growth by sector for August 2022, September 2022 and October 2022
  • China online retail sales as a proportion of total retail sales from September 2021 to October 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.
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Reasons to Read

As part of our Singles’ Day 2022 coverage, we discuss new products, entrants and trends that emerged during this year’s festival—specifically those that surfaced on the platforms of Alibaba and JD.com—and how they tie into ongoing retail themes in China. 

Data in this report include:

  • The number of new luxury products launched on Alibaba’s platforms during Singles’ Day 2022
  • The percentage of consumers that expressed a “strong interest” in new offerings on JD.com during this year’s Singles’ Day festival
  • The transactional volume increase of LVMH Group on JD.com during Singles’ Day 2022 

Companies mentioned in this report include: Adidas, Alibaba, JD.com, LVMH and Michael Kors

Other relevant research: 

Click here to read all Coresight Research Singles’ Day coverage from this year and years prior

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