Free Data GraphicThree Things You Need To Know: Market Outlook—US Home-Improvement Retailing Coresight Research October 18, 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. The home-improvement retail sector was one of the winners from the pandemic, as housebound consumers spent freely on their homes. Faced with a softening property market, rising interest rates and constrained consumer spending, the picture has shifted in 2022. Our Market Outlook explores the growth of the US home-improvement retail market, as well as market factors, the competitive landscape and themes we are watching in the space. This document was generated for Other research you may be interested in:US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime Day
Insight ReportSeptember 2022 US Retail Sales: Growth Slows as Inflation Moderates Coresight Research October 18, 2022 Reasons to ReadUsing data from the US Census Bureau, we how different sectors performed in September 2022. This report covers the following: US total retail sales excluding gasoline and automobiles—year-over-year growth US total retail sales including gasoline and automobiles—year-over-year change US total retail sales excluding gasoline and automobiles—month-over-month change Retail sales growth by sector 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. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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:Disrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationThree Data Points We’re Watching This Week, Week 3: Retailer FocusUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping Rush
Event CoverageMarks and Spencer (M&S) Investor Day 2022: Company Expands Food Stores and Reduces Full-Line Stores Coresight Research October 18, 2022 Reasons to ReadThe Coresight Research team attended Marks and Spencer’s Investor Day on October 12, 2022. We present insights from the event, covering the company’s growth and value creation plan. Key topics include the following: Plans to restructure its cost base, with a long-term goal of £400 million ($454 million) in cost savings The acceleration of its store rotation strategy Aims to grow the market share of clothing and home as well as food Read more of Coresight Research’s coverage of Marks and Spencer. 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: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights
Deep DiveA Guide to Multiplying Retail Media Dollars Coresight Research October 18, 2022 Reasons to ReadRetail media is an attractive business opportunity for many retailers, and also provides brands with a chance to expand their customer base and increase revenue. To capitalize on this emerging opportunity, companies need to establish a winning retail media strategy. In this Custom Report, we analyze key trends in the market and offer recommendations for retailers to optimize their retail media strategy. Our insights are informed by a proprietary survey of US-based retailers, conducted in August 2022. We cover the following key topics: Current shares of advertising budgets going to retail media Retail media as an incremental source of revenue Rising competition from new entrants The benefits of an integrated retail media network This free report is sponsored by Swiftly, a retail technology solution provider that offers retail media solutions, helping retailers monetize their digital advertising dollars and build customer loyalty. Click here to read more Innovator Research from Coresight Research. Contents (Click to navigate) Introduction Market Scale and Opportunity Retail Media: Coresight Research x Swiftly Analysis Trends in the Retail Media Market Different Types of Retail Media Build or Partner? Key Considerations for Retailers Case Study: Swiftly Partners with TSMC What We Think Methodology 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 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicGroceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and Rewards
Deep DiveAmerica’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and Strategy Coresight Research October 17, 2022 Reasons to ReadWe analyze America’s 10 biggest apparel and footwear specialty retailers, covering Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors. Our analysis includes: Revenues Comparable sales Operating margins Store growth Selling propositions Target audiences Major growth strategies Read our Market Outlook on specialty apparel retail in the US, UK and China. Contents (Click to navigate) Introduction America’s Biggest Apparel and Footwear Specialty Retailers: Coresight Research Analysis Rankings and Trajectories Positioning and Proposition Strategy and Analyst Commentary What We Think 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: Lica World—Delivering Compelling AI-Created Video to Maximize ROASWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025Economic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic
Deep DiveUS Consumer Tracker: Halloween Spending Plans Coresight Research October 17, 2022 Reasons to ReadCoresight Research’s October 10, 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 the following: Consumers’ expectations of their Halloween spending and activities 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. 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: Three Technologies Driving the Future of US Retail, with Anand Kumar2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpBlack Friday 2025 Around the World: Global Retail ObservationsThree Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook
Free Data GraphicCoresight Bites: US Subscription E-Commerce—Unboxing the $15 Billion Market Coresight Research October 17, 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. Following strong consumer demand and sales growth in 2021 and so far in 2022, US subscription e-commerce businesses are reaping the benefits of recurring sales models for revenues and customer relationships. Our analysis of the US subscription e-commerce market includes proprietary market sizing and consumer survey data. We cover the market’s growth, business models and major players, plus opportunities for brands and retailers. Click the image below to read our full US Subscription E-Commerce report. This document was generated for Other research you may be interested in:Holiday Bites: US Holiday Travelers Plan To Spend Less—Data Graphic6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik
Deep DiveUS Holiday Gifting 2022: Decoding Shopper Plans Amid Increasing Uncertainty Coresight Research October 17, 2022 Reasons to ReadWe discuss what shopping for gifts might look like in the 2022 holiday season. Leveraging a Coresight Research survey of US gift shoppers, we present key trends and consider how retailers can meet the expectations of value-oriented and budget-conscious shoppers while capitalizing on the still-growing gifting economy. Our discussion includes insights on the following: The impacts of inflation Influential factors in shoppers’ purchasing decisions The length of the holiday shopping window Spending plans, both online and in-store Popular gifting categories (including gift cards) Popular channels for gift searching and purchasing The top challenges for shoppers in online gift shopping The impact of innovation in the overall digital gift-giving experience This free Custom Report is sponsored by GiftNow, an integrated digital gifting solution. Click here to read more Innovator Research from Coresight Research. Explore our wider coverage of US holiday retail. Contents (Click to navigate) Introduction Market Scale and Opportunity US Holiday Gifting 2022: Coresight Research x GiftNow Analysis 1. Inflation To Impact Holiday Gifting Budget for Most Americans 2. Pricing Will Be the Biggest Influence on Gift Purchasing 3. Long Shopping Window Extends Further This Holiday Season 4. Inflation Will Not Take Away from Shopper Enthusiasm During the Holidays 5. Gift Cards Top the List of Preferred Gifts Shoppers Would Like To Receive 6. Online Channel To Remain Strong for Gift Shopping 7. Online Shopping Is Challenging—Even More So for Gifts 8. Digital Gifting Innovations Can Alleviate Challenges Holiday Gifting in 2022 and Beyond: Key Recommendations Methodology 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:Sector Focus: Department Stores—Data GraphicTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived Values
Insight ReportCountdown to Holiday 2022: Trends To Watch in US Last-Mile Delivery Coresight Research October 17, 2022 Reasons to ReadAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will characterize last-mile shipping this year, covering the following key areas: US consumers’ holiday shopping intentions—based on proprietary survey data The expected impact of US shipping carriers’ peak surcharges Labor shortfalls in the retail trade, logistics and transportation sector Opportunities for alternative fulfillment providers such as Walmart GoLocal, American Eagle Outfitters’ Quiet Logistics, Gap’s GPS Platform Services, Instacart and DoorDash Explore our wider 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:AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsAnalyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet Naik
Analyst CornerWeinswig’s Weekly: Shoptober Is Back Again This Year, but for Different Reasons Coresight Research October 16, 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’s note “From the Desk of Deborah Weinswig” discusses the return of “Shoptober”—the pull-forward of the holiday shopping season into October. Each report also includes recent retail and technology headlines from Asia, Europe and the US. 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:Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic
Flash ReportKroger and Albertsons Announce Merger: Details, Data and Implications Coresight Research October 14, 2022 Reasons to ReadOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. 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:January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over Year
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 41: US Store Closures Down 55% Year over Year Coresight Research October 14, 2022 Reasons to ReadOur 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 Forever 21, Parachute and Sheetz in the US and Clarks, Dunelm and The Food Warehouse, among others, in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings from Rite Aid. 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. 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:The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologySNAP Policy Changes and Funding Cuts: Impact on RetailersUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John Mercer
Company ProfileUnilever PLC (LSE: ULVR) Company Profile Coresight Research October 14, 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:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersHoliday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayRetail 2025 Sector Outlooks: Ebook
Event CoverageBig Billion Days 2022 Wrap-Up: Sellers and Consumers Benefit from Tech-Powered Shopping Experiences Coresight Research October 13, 2022 Reasons to ReadIndia-based online marketplace Flipkart hosted its annual flagship shopping event, Big Billion Days (BBD), from September 23 to 30, 2022. We present key highlights from BBD 2022, including: The prominent health and wellness theme of the event The increased virtual shopping experience provided by Flipkart this year Sustainability and customer service initiatives offered during BBD 2022 The top-selling categories during this year’s event For more on BBD 2022, read our preview report, which covers Flipkart’s preparation for the event, as well as coverage of competing events by companies such as Amazon. To learn more about the retail sector in India in 2022 and beyond, read our Market Outlook, India Retail—On the Path to $1 Trillion, Supported by Demographics and Digital. 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 10: Inflation, Tariffs and Consumer Sentiment2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Weekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 Stores
Market Navigators/Market OutlookMarket Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store Retail Coresight Research October 13, 2022 Reasons to ReadWe analyze the US home-improvement (DIY) retail sector, with a focus on the following: Retail sector size and projections The impact of the cooling housing market The online market in comparison to the dominance of in-store retailing The competitive landscape Where consumers are shopping and what they are buying, based on a proprietary consumer survey Themes we are watching Read our report on the 10 trends in US furniture and home-furnishings retailing. Contents (Click to navigate) Introduction Market Performance and Outlook Market Factors Online Market Competitive Landscape Themes We Are Watching Retail Innovators What We Think 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 ClosuresMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes StoresTransforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
