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:Black Friday 2025 Around the World: Global Retail ObservationsThree Data Points We’re Watching This Week, Week 15: US CPG LatestSector Focus: Home and Home-Improvement Shopping—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open Stores
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:Financial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores
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:Tariffs and Earnings: What Companies Have Reported—Data GraphicThree Data Points We’re Watching This Week, Week 16: US Easter ExpectationsAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping AgentShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
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:Weekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreRetail-Tech Landscape: Supply Chain TechnologyKohl’s CEO Removal—Why It Happened and What It Means for US Department StoresSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal
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:Three Data Points We’re Watching This Week, Week 16: US Easter ExpectationsFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025
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:Putting the “AI” in “Airlines”: Insights from CES 2025The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet
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:Reinventing Store Checkout: Minimizing Friction to Drive Business GrowthEssential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail AlchemyWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedRetail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and More
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:Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty
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:Innovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer VisionRetail 2025: UK Retail Predictions—Midyear Trends UpdateThe New Coresight 100: Leading the Retail Charge in 2025—InfographicApparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey Insights
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:Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last?Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth Amid Margin Pressure
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:Retail-Tech Landscape: Retail MediaRetail 2025: 10 Trends Shaping the Retail Media Market4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
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 Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025
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:Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsUnlocking Success: The Pathway to Profitability for US Brands and RetailersRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate Devices
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:Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint
Insight ReportCountdown to Holiday 2022: UK Retail Outlook Coresight Research November 2, 2022 Reasons to ReadWe present our analysts’ expectations for the final-quarter peak in UK retailing, as part of our 10-week Countdown to Holiday 2022 series. Data in this report are: UK retail sales: YoY % change UK retail sales: real YoY % change UK consumer prices inflation: selected categories UK average household domestic energy expenditure per year UK Covid-19 restrictions in prior fourth quarters Companies mentioned in this report include: ASOS, Currys, Tesco 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:Higher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data GraphicInnovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media Syndication4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season
