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:Weekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresPlaybook: GenAI To Reinvent Supply ChainsInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures
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:Sector Focus: Department Stores—Data GraphicChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Holiday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data Graphic
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:Retail 2025: India Retail Predictions—Midyear Trends UpdateEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya Kaushik
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: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—Infographic2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionRetail-Tech Landscape: Israel—January 2025 Update
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:Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025
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:Retail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data Graphic
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:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic Signals
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:Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors
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:Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraProfiling Six Artificial Intelligence Startups: AI Showcase Insights
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:Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic EnvironmentAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths
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:Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025Three Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Weekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Innovator Matrix: Retail MediaThe Next Frontier of CommerceSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September
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 14: What US Consumers Think About TariffsWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping AgentThe Next Frontier of Commerce
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:Sector Focus: Department Stores—Data GraphicUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Retail 2025: India Retail Predictions—Midyear Trends UpdateUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance
Insight ReportLivestreaming Latest, October 2022: Creative Live Shopping Campaigns To Elevate the Holiday Season Coresight Research October 13, 2022 Reasons to ReadWe present recent developments and notable trends in the global livestreaming space—covering continued success of the format in China, increased adoption of in-store livestreaming, and live shopping initiatives ahead of the holiday season. We offer examples of recent livestreaming events from retail companies globally, including Amazon, Galeria, París, Pimkie, Privalia and Uniqlo, as well as social media platforms TikTok and Twitter. This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Read the previous report in the series. Click here to read more Coresight Research coverage of livestreaming e-commerce. 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 48: M&S To Open Up to 500 New Food StoresWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—Infographic
