Deep DiveSPACs in US Retail Outlook: Opportunities Remain Despite Challenging Environment Coresight Research November 8, 2022 Reasons to ReadWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. We expect the attractiveness of retail companies as mergers and acquisitions (M&A) targets to remain in 2023 and beyond. Data in this report include: US SPACs: IPO/merger counts and IPO values from 2017 to 2022 YTD as of September 30, 2022 Retail-focused SPAC merger transactions by target industry, January 1–September 30, 2022 Retail-focused post-merger US SPAC performance, 2022 YTD as of September 30, 2022 Active and pre-IPO SPACs targeting retail industries in the US, as of October 10, 2022 Companies mentioned in this report include: Adidas, Estée Lauder, Freightos, Hypebeast, Lanvin Group, Macy’s, NIKE, Perfect Corp., Plastiq, Provident Acquisition Corp., Other relevant research: SPACS in Retail Outlook: Strong Opportunities for Retailers Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACs Playbook: How Retailers Can Capitalize on Venture Capital Funding Opportunities 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 Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterProfiling Six Artificial Intelligence Startups: AI Showcase InsightsHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey Insights
Free Data GraphicHoliday Bites: Holiday-Season Inventory-to-Sales Ratios Lag Pre-Pandemic Levels Coresight Research November 8, 2022 Although US retail inventory-to-sales ratios have increased in 2022, they have yet to match pre-pandemic levels, according to the US Census Bureau. For the holiday season specifically, the average inventory-to-sales ratio was 1.44 in pre-pandemic 2019 and has steadily dropped since. The overall figures conceal that some retailers are inundated with stock due to a gross imbalance in expected demand and delayed receipts of merchandise for prior seasons. As part of our 10-week Countdown to Holiday 2022 series, we assess the impact of the supply chain crisis and excess inventory issues on major US retailers this holiday season. Click the image below to read the full report. This document was generated for Other research you may be interested in:1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet
Insight ReportEarnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline Coresight Research November 8, 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 October 6, 2022, across multiple sectors: apparel and footwear brand owners, beauty brands and retailers, CPG, drugstore retailers, food retailers and home and home-improvement 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: Carter’s Inc., The Clorox Company, CVS Health Corporation, The Estée Lauder Companies, Floor & Decor Holdings and Gildan Activewear Other relevant research: Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes 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 StoresConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers
Deep DiveUS Consumer Tracker: Downturn in Purchases Across the Board Coresight Research November 8, 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 analyze how purchases in-store and online have fallen across the board. Data in this report include: What consumers have bought online and in-store in the past two weeks Which retailers consumers purchased food and nonfood products from in the past two weeks Activities consumers have done in the past two weeks Public places consumers are currently avoiding 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 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 US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraPlaybook: GenAI To Reinvent Supply ChainsUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies
Insight ReportUS CPG Sales Tracker: Online Grocery Sales Jump by One-Quarter Coresight Research November 7, 2022 Reasons to ReadThe 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 October 2, 2022. Data in this report include: CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth CPG e-commerce sales for the period ended October 2, 2022 E-commerce CPG sales growth by category type Food and beverage departments: e-commerce and total sales growth for the four weeks ended October 2, 2022 Nonfood departments: e-commerce and total sales growth, four weeks ended October 2, 2022 Other relevant research: US CPG Sales Tracker: Online CPG Growth Remains Above 25% Despite Deceleration Click here to read more reports in our US CPG Sales Tracker series Click here to read more of our coverage of the CPG sector 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:Consumer Confidence Rebounds in October: China Consumer Survey InsightsDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
Company ProfileLevi Strauss & Co. (NYSE: LEVI) Company Profile Coresight Research November 7, 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 37: Bodycare Enters Administration and Closes StoresUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Deep DiveHead-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’s Coresight Research November 7, 2022 Reasons to ReadHome Depot and Lowe’s are the leading US home-improvement retailers. In this Head-to-Head report, we provide comparative analysis of their financial performance as well as key strategies. Data in this report include: US home-improvement sector size and year-over-year percentage change, 2017–2026 Company overviews of Home Depot and Lowe’s Home Depot and Lowe’s revenue and revenue growth, 2016–2022 Home Depot and Lowe’s revenue by geography, fiscal 2021 Home Depot vs. Lowe’s revenue by product, fiscal 2021 Companies mentioned in this report include: Adobe, Askuity, HD Supply Holdings, Home Depot, Lowe’s Other relevant research: How the US Home and Home-Improvement Market Can Target Millennials Market Outlook: US Home-Improvement Retailing: Personalization and the Resurrection of In-Store Retail Read our complete coverage of home and home-improvement. 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 27: US Retail Faces HeadwindsUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March
Insight ReportCountdown to Holiday 2022: US Holiday Hiring—Planned Retail Hiring Slumps Coresight Research November 7, 2022 Reasons to ReadReflecting the weakened trajectory of retail sales, and cycling an exceptionally strong 2021 holiday season, retailers overall this holiday season are adding far fewer temporary workers. As part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will characterize seasonal hiring in retail this year. Data in this report are: Additional holiday labor hired by selected leading retail and logistics companies Selected leading retail and logistics companies’ holiday hiring plans Total retail job openings and retail job openings as a share of total nonfarm US retail employment: share by retail subsectors, 2021 and YTD 2022 Employment growth by subsector Companies mentioned in this report include: Amazon, Kohl’s, Macy’s, Michaels Stores, Target and Walmart Other relevant research: 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:Retail 2025: 10 Trends in Retail TechnologyConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreThe New Coresight 100: Leading the Retail Charge in 2025—Infographic
Analyst CornerWeinswig’s Weekly: Shoppers Continue To Navigate the Chutes and Ladders of the US Economy Coresight Research November 6, 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 her recent presentation at Retail Innovation Club’s annual event, including how US consumers are navigating a kind of “chutes and ladders” (or snakes and ladders) economy, and our projection for US holiday retail sales. 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:Innovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet
Deep DiveOctober 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 Levels Coresight Research November 4, 2022 Reasons to ReadThe Coresight Research monthly US Housing Market Indicators report analyzes nine 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 have declined as mortgage rates rise. Data in this report include: US housing permits, starts and completions for September 2021–September 2022 US existing home sales for September 2021–September 2022 US pending home sales index for September 2021–September 2022, overall and by region US new home sales and year-over-year change for September 2021–September 2022 US housing affordability index for August 2021–August 2022 Companies mentioned in this report are: Floor and Decor, Home Depot and Lowe’s Other relevant research: How the US Home and Home-Improvement Market Can Target Millennials Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail 10 Trends in US Furniture and Home-Furnishings Retailing 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:4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicDiwali’s Global Rise Is Reshaping the Retail Growth Cycle
Insight ReportOne Week to Singles’ Day 2022: Platforms Prepare for 11.11 Shopping Festival Amid Economic Uncertainty Coresight Research November 4, 2022 Reasons to ReadThe 2022 iteration of the world’s largest online shopping festival, Singles’ Day (also known as 11.11), is just one week away. We discuss the major e-commerce and social media platforms participating in this year’s event. Data in this report are: GMV of major platforms during the Singles’ Day 2021 festival Companies mentioned in this report include: Alibaba, Douyin, the Estée Lauder Companies, JD.com and Kuaishou Other relevant research: One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11 Click here to read more about Singles’ Day 2022 as we countdown to the event, as well as Coresight Research’s coverage of past Singles’ Day events Read our company profile for Alibaba Read our company profile for JD.com 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: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandRetail 2025: US Macro, Consumer and Retail OutlookAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% Year over Year Coresight Research November 4, 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: Carter’s, Dollar General, Ross Stores, Skechers and Tesco Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2022, Week 43: UK Closures Fall by Two-Thirds US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker 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:US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Company ProfileAdidas AG (DB: ADS) Company Profile Coresight Research November 3, 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 Sector Outlooks: EbookHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesAnalyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
Free Data GraphicCoresight Bites: Who Are Dollar-Store Food Shoppers? Coresight Research November 3, 2022 Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here. In the US, a large proportion of dollar-store food shoppers fall into the middle-income bracket. At Dollar General, consumers with household incomes between $50,000–$99,999 shopped with the retailer for food at a rate less than 6 PPTs lower than their lower-income counterparts. Click the image to read more about the topic. This document was generated for Other research you may be interested in:US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
Insight ReportStrategies for the Metaverse: How Retailers Can Overcome the Biggest Hurdles to Adoption Coresight Research November 3, 2022 Reasons to ReadThe metaverse is a key retail trend that Coresight Research is watching. However, it is still in its early stages and constantly evolving; there are challenges for brands and retailers in implementing Web 3.0 strategies to establish a presence in the metaverse. We identify four key hurdles to metaverse adoption and discuss how retailers can overcome them. We cover technologies including AR, VR, blockchain and NFTs (non-fungible tokens). Data in this report include: Estimated value of retail sales in the metaverse and virtual stores Total value of daily global NFT sales Other relevant research: Ebook: Building Blocks of the Metaverse Our full coverage of the metaverse All 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:Shoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate DevicesConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights
