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:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth
Deep DiveRetail-Tech Landscape: Livestream E-Commerce Tech Providers and Platforms—2022 Update Coresight Research November 2, 2022 Reasons to ReadLivestream shopping, which combines entertainment and e-commerce, is quickly becoming an essential marketing tool for brands and retailers around the world. We present selected startups globally that can help retailers develop and launch livestreaming capabilities. Companies mentioned in this report include: Bambuser, Buywith, Firework, Switcher Studio Other relevant research: Our coverage of livestreaming e-commerce Our other Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:Confidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar
Deep DiveThe Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030 Coresight Research November 2, 2022 Reasons to ReadOur new Future of series presents a look ahead to 2030, as our analysts predict the trajectory of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer-survey data, and our analysts’ consideration of factors and themes in the market. Data in this report include/are: US grocery market size (USD bil.) and CAGR (% change) US online food retail market size (USD bil.) and CAGR (% change) US consumers: average age and household income, per retailer used for food purchases in the prior two weeks Total US food spending (%): food-at-home vs. food-away-from-home US instant commerce market: projected potential market size (USD bil.) and CAGR (%) US edible private-label sales (USD bil.) Companies mentioned in this report include: Walmart, Target, Kroger, Dollar General, Dollar Tree Other relevant research: Our wider coverage of grocery retail Market Outlook: US Grocery—Surging Inflation Disrupts Grocery 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AI6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey Insights
Insight ReportOctober 2022 Monthly Consumer Update: US, UK and China Coresight Research November 2, 2022 Reasons to ReadWe examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators: earnings versus inflation, retail sales and food and fuel prices. Data in this report are: Average weekly earnings versus consumer prices in the US and the UK—year-over-year change Per capita disposable income versus consumer prices in China—year-over-year change Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China—year-over-year change Total retail sales (excluding automobiles and automotive fuel) in US, the UK and China—year-over-year change Other relevant research: The previous report in this series, September 2022 Monthly Consumer Update: US, UK and China The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly 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:Store of the Future: Unlocking Performance Through InnovationThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewConsumer Confidence Rebounds in October: China Consumer Survey InsightsShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference
Store TrackerUS Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet Coresight Research November 2, 2022 Reasons to ReadThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of October 28, 2022, versus the comparable period in 2021. Data in this report are: Year-to-date announced US store closures and openings estimates for 2022, by retailer Year-to-date announced 2022 US store closures and openings estimates in gross square feet, by retailer US announced store closures and openings: week-by-week comparison of 2022 versus 2021 Companies mentioned in this report include: Ashley HomeStore, Bed Bath & Beyond, Rite Aid, Walgreens and Walmart Other relevant research: US Store Tracker Extra, September 2022: Dollar General Openings Drives Total New Retail Space to 75 Million Square Feet Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports 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—click here to view 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:Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyHoliday Bites: Resale Shopping and Secondhand Selling—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation
Event CoverageRIC Annual Event 2022: Commerce Corporate Day—The Role of Retail Technology in the Future of the Store and Supply Chain Coresight Research November 2, 2022 Reasons to ReadThe RIC (Retail Innovation Club) Annual Event 2022 brought together retail and technology executives from around the world to discuss the future of the retail-tech landscape, with a particular focus on Israeli innovations and startups. The RIC Annual Event 2022 was co-hosted by Coresight Research. Deborah Weinswig, Founder and CEO of Coresight Research, kicked off the event by discussing retail industry trends and innovations, and then moderated several sessions, panels and roundtables throughout the event. We present key insights from the third and final day of the event, Commerce Corporate Day, on October 27, 2022. We discuss selected technology innovators and solutions that are driving the future of the store and supply chain in retail. Companies mentioned in this report are: Corsight AI, Deeyook, Deliverider, Mixed.Place, Nexite, RFKeeper More from the RIC Annual Event 2022: Store Tours—Next-Generation Retail and the Emerging Luxury Sector in Israel Conference Insights—How Israeli Tech Is Driving Global Retail Growth Related Coresight Research reports: Retail-Tech Landscape: Israel—October 2022 Update All of our coverage on retail technology 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:What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicRetail 2025: 10 Trends in Retail Technology
Event CoverageRIC Annual Event 2022: Conference Insights—How Israeli Tech Is Driving Global Retail Growth Coresight Research November 1, 2022 Reasons to ReadThe RIC (Retail Innovation Club) Annual Event 2022 brought together retail and technology executives from around the world to discuss the future of the retail-tech landscape, with a particular focus on Israeli innovations and startups. The RIC Annual Event 2022 was co-hosted by Coresight Research. Deborah Weinswig, Founder and CEO of Coresight Research, kicked off the event by discussing retail industry trends and innovations, and then moderated several sessions and panels throughout the event. We present key insights from the conference on October 26, 2022, covering emerging technologies, innovations and retail-tech startups that are improving the customer experience and driving sales for brands and retailers. Companies mentioned in this report include: Buywith, Deafinitely, Endeavor Drinks Group, Mixed.Reality, Nayax, RFKeeper, Shopic, TikTok, Vonage More from the RIC Annual Event 2022: Store Tours—Next-Generation Retail and the Emerging Luxury Sector in Israel Commerce Corporate Day—The Role of Retail Technology in the Future of the Store and Supply Chain Related Coresight Research reports: Retail-Tech Landscape: Israel—October 2022 Update All of our coverage on retail technology 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:Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsSector Focus: E-Commerce Retailers and Marketplaces—Data GraphicInnovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AI
Deep DiveUS Consumer Tracker: Dollar Stores Surge Coresight Research November 1, 2022 Reasons to ReadCoresight Research’s October 24, 2022, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Data in this report include: Activities consumers have done in the past two weeks Public places consumers are currently avoiding Retailers consumers have bought food products from in the past two weeks Retailers consumers have bought nonfood products from in the past two weeks What consumers have bought in store and online in the past two weeks Companies mentioned in this report include: Amazon, Dollar General, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: Our full collection 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:Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerSNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over Year
Deep DiveHow the US Home and Home-Improvement Market Can Target Millennials Coresight Research November 1, 2022 Reasons to ReadDespite lagging in homeownership rates, US millennials have dominated homebuying since 2019. We analyze the country’s largest demographic, providing insights into how home-furnishings and home-improvement retailers can target this age group. Data in this report include: Home furniture and décor purchases in the last three months, as of September 2022, by age Consumer plans to purchase home and home-improvement products in the coming three months, as of September 2022, by age Preferences for future home-improvement activity type, by age Preferred mode for shopping for home furnishings and home-improvement products, by age Percentages of millennials who rent vs. own compared to other age groups Companies mentioned in this report include: Home Depot, La-Z-Boy, Lowe’s, Wayfair, Williams-Sonoma Other relevant research: Market Outlook: US Home-Improvement Retailing —Personalization and the Resurrection of In-Store Retailing Read our complete coverage of the home and home-improvement sector. 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:Holiday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilCEO Brief: Intelligent Inventory—Achieving Inventory ExcellencePositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic
Insight ReportEarnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back Coresight Research November 1, 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 30, 2022, across multiple sectors: apparel and footwear brand owners, beauty brands and retailers, CPG, drugstore retailers, e-commerce, 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: Albertsons Companies, Amazon, Columbia Sportswear Company, Deckers Outdoor Corporation and Kimberly-Clark Corporation Other relevant research: 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales Decline 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 27: Store Closures Up 8% Year Over YearMusic Festivals: A Key Opportunity for Retail Brand EngagementAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI Teammate
Insight ReportOctober 2022 Leading Indicators of US Retail Sales: Macroeconomic Uncertainty Reigns as Fall Begins Coresight Research November 1, 2022 Reasons to ReadCoresight Research’s monthly Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of October 20, 2022. Data in this report include/are: US actual retail sales versus model predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Personal savings rate University of Michigan Consumer Sentiment Index Other relevant research: The previous Leading Indicators of US Retail Sales report, August 2022 Leading Indicators of US Retail Sales: The Prospects for Late-Summer Spending The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports. Click here to read more of Coresight Research’s key retail insights on the holiday season 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:Groceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation
Free Data GraphicThree Things You Need To Know: Head-to-Head in UK Apparel Retailing—Marks & Spencer vs. Next Coresight Research October 31, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. Marks & Spencer (M&S) and Next are two of the leading UK apparel retailers. As part of our Head-to-Head series, we provide key comparative insights about the companies’ revenue, operating margins, shopper profiles, strategies and acquisitions. Click the image to read the full Head-to-Head report. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 8Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraDeeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer Demand
Event CoverageRIC Annual Event 2022: Store Tours—Next-Generation Retail and the Emerging Luxury Sector in Israel Coresight Research October 31, 2022 Reasons to ReadThe RIC (Retail Innovation Club) Annual Event 2022 brought together retail and technology executives from around the world to discuss the future of the retail-tech landscape, with a particular focus on Israeli innovations and startups. The RIC Annual Event 2022 was co-hosted by Coresight Research. Deborah Weinswig, Founder and CEO of Coresight Research, participated in the store tours on the first day and moderated several sessions and panels throughout the event. We present observations from store tours at TLV Fashion Mall, Tel Aviv, on October 25, 2022, during the RIC Annual Event 2022. Through their exploration of various in-store technologies, Weinswig and industry executives explored various in-store technologies discussed themes including store-level data, consumer behavior, personalization, loyalty, retail media and more. Companies mentioned in this report are: Five Point Four, Nexite, NIKE, RFKeeper More from the RIC Annual Event 2022: Conference Insights—How Israeli Tech Is Driving Global Retail Growth Commerce Corporate Day—The Role of Retail Technology in the Future of the Store and Supply Chain Related Coresight Research reports: Retail-Tech Landscape: Israel—October 2022 Update Nexite’s Connected Merchandise Platform Helps Factory 54 Optimize Partner-Brand Stores: A Case Study All of our coverage on retail technology 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:Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAnalyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik BhatiaHoliday Bites: Resale Shopping and Secondhand Selling—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 Stores
Insight ReportUS Apparel and Beauty Spending Tracker: September 2022 Clothing and Footwear Spending Up 3.5% Year over Year Coresight Research October 31, 2022 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from September 2022, showing that clothing and footwear spending increased by 3.5% year over year. Data in this report include changes in US consumer spending, year over year, across the following sectors: Footwear Clothing, comprising the subcategories of children’s, women’s and men’s clothing Selected beauty categories Other relevant research: Market Outlook: US Apparel and Footwear Retailing —Fashion Spend Grows Even as Shoppers Tighten Their Belts 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. 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 InsightsUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025Retail 2025: UK Retail Predictions—Midyear Trends UpdateRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025
Insight ReportCountdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season Coresight Research October 31, 2022 Reasons to ReadMany retailers placed larger inventory orders well in advance of the fourth quarter this year, learning from last year’s crunch when they were running out of stock and out of time amid the peak holiday shopping season. 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 year. Data in this report are: US inventory-to-sales ratios Retailers’ recent commentary regarding inventory levels Companies mentioned in this report are: Costco, Levi’s, NIKE, Skechers, Tractor Supply, VF Corporation Other relevant research: 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly 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:Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer DevelopmentsAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference
