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’s note “From the Desk of Deborah Weinswig” discusses consumer spending ahead of the holidays amid a high retail inflation rate.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

LVMH opened the “Louis Vuitton: 200 Trunks, 200 Visionaries: The Exhibition” in New York City in October. The exhibit celebrates the creator of the Louis Vuitton and the brand itself, while enhancing his namesake brand’s cultural relevancy, leveraging localization and boosting holiday retail sales.

In this report, we present insights from our visits to the exhibit.

For more on LVMH, Louis Vuitton’s owner, read our company profile. Click here for our coverage of physical retail.

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover:

  • A week-by-week comparison of store openings and closures in the US and UK in year-to-date 2022
  • What is happening in retail in the US and UK this week
  • 2021 and year-to-date 2022 major US and UK store openings, store closures and bankruptcies

This week, there are highlights from Clarks, Walmart and VF Corporation, among others, in the US and Co-op, Decathlon and Paperchase, among others, in the UK.

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker reports.

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.

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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.

Retail real estate investment trusts (REITs) have started to recover from the pandemic, but many have yet to return to their healthier, pre-pandemic conditions.

In our Market Outlook on US retail REITs, we present key market factors and discuss the competitive landscape and themes we are watching in the space in 2023 and beyond.

Click the image to read more about the topic.

Reasons to Read

We analyze the growth of the global vegan apparel and footwear market. Our research analyzes:

  • Market sizes for faux fur apparel and footwear as well as non-animal leather apparel and footwear
  • Headwinds and tailwinds for the vegan market
  • The competitive landscape
  • Themes we are watching

Read our complete coverage of sustainability.

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Reasons to Read

The Coresight Research team attended Oracle’s Financial Analyst Meeting on October 20, 2022. We present insights from the event, covering the company’s financial goals as well as its focus on bringing cloud-based automation to meet challenges in several industry verticals, including retail.

Read more of Coresight Research’s coverage of Oracle including its Coresight 100 profile.

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Reasons to Read

In September, China’s year-over-year sales increased by 3%. We review monthly data for retail sales in China in total and by sector, including the following:

  • Retail sales growth over the last 13 months
  • Retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months
  • Growth in online retail sales

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

On October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. We analyze and map how Albertsons’ and Kroger’s store distribution and overall numbers may change due to their potential merger, as there is some overlap between the two companies’ retail footprints.

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Reasons to Read

The 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 September 4, 2022, across the following metrics:

  • Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales
  • Online sales growth by category type
  • Breakdown of online sales by category
  • Online sales growth of food & beverage departments
  • Online sales growth of nonfood departments such as beauty and homecare

Click here to read more reports in our US CPG Sales Tracker series.

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Reasons to Read

Coresight Research’s October 17, 2022, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

This week’s US Consumer Tracker covers thefollowing:

  • Consumers’ awareness of and plans to change their behavior in response to inflation 
  • What consumers are doing and where they are going—including avoidance of public places
  • Which retailers consumers are buying from—for food and nonfood purchases
  • What shoppers are buying online and in-store

Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months.

Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports.

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  • A Coresight Research survey conducted on October 10, 2022, found that 40% of US consumers plan to spend less on Halloween than they did last year. As consumers feel the impact of continuing strong inflation, relatively strong dollar sales are likely to belie disappointing unit sales this Halloween—and for the overall holiday season.

Read Coresight Research’s US Consumer Tracker report for more analysis of consumers’ spending plans for Halloween this year.

Reasons to Read

The Coresight Research team attended Adobe’s Financial Analyst Meeting on October 18, 2022. We present insights from the event, covering the company’s revenue expectations, developments in digital media and the benefits of the Figma acquisition.

Read more of Coresight Research’s coverage of Adobe including its Coresight 100 profile.

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Reasons to Read

Marks and Spencer (M&S) and Next are two of the leading UK apparel retailers. In this Head-to-Head report, we provide key comparative insights about the companies’ revenue, operating margins, shopper profiles, strategies and acquisitions.

Learn more about M&S in our Investor Day report.

Read Coresight Research’s complete Head-to-Head series.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Marks & Spencer vs. Next: Coresight Research Analysis

Business Overview

  1. Revenue
  2. Operating Margins
  3. Customer Profiles and Pricing and Promotion Strategies
  4. Changing Course of Distribution: Shrinking Store Estates and Switching Focus to E-commerce
  5. Key Business Expansion Strategies

What We Think

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Reasons to Read

We provide an overview of the grocery retail market in India for the rest of 2022 and beyond, including the market’s scale and opportunity, its competitive landscape, themes we are watching and analysis of five market factors:

  1. Inflation
  2. Surging demand for ready-to-eat foods
  3. Health-conscious consumers
  4. Lower-tier consumers’ shifting lifestyles
  5. The growing adoption of quick commerce

For more on the grocery market in India, read our earlier report, International Grocery Retailers in India: Growth Opportunities Despite Regulatory Constraints. Click here for more on grocery retailers and the grocery market worldwide.

Contents (Click to navigate)

Introduction

Market Scale and Opportunity

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Reasons to Read

We present the findings of our Holiday 2022 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last, the prospects of retailers such as Amazon, Target and Walmart, and analyze how the current economic environment will impact spending in the last four months of the year.

Click here to read more of Coresight Research’s key retail insights on the holiday season.

For a weekly snapshot of consumer behavior and more insights into US shopper tendencies, read our US Consumer Tracker reports.

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