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Spending in the personal care category will continue to grow through 2022, even as consumers pullback amid current inflation levels.

Click on the image below to read our outlook for the personal care category within the consumer packaged goods (CPG) sector, covering market factors, the competitive landscape and themes we are watching in the space.

 

Reasons to Read

Cloud computing offers many benefits for retailers and other enterprises and can go hand-in-hand with digitalization.

We outline the benefits and types of cloud computing, and discuss the three largest providers of cloud-computing services—Amazon, Google and Microsoft—as well as other providers of cloud services and cloud applications.

This report is part of our ongoing RetailTech report series, which provides continued coverage of major technologies in retail.

Read more Coresight Research coverage of retail technology.

Contents (Click to navigate)

Introduction

Market Scale and Opportunity

Cloud Computing: Coresight Research Analysis

Benefits of Cloud Computing

There Is Not Just One Cloud To Choose From

Three Major Cloud Computing Service Providers: Amazon vs. Google vs. Microsoft

Other Leading Cloud Companies

Recent Events

What We Think

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Reasons to Read

In our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy and more. We also present selected companies’ supply chain outlook for the rest of 2022.

Read the previous report in the Supply Chain Briefing series, which covers domestic supply chain challenges at ports and rail networks, and brands’ and retailers’ commentary on holiday season inventories.

Click here to read more Coresight Research coverage of the retail supply chain.

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Reasons to Read

Coresight 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.

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Reasons to Read

Coresight Research’s October 3, 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:

  • 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
  • What consumers want retailers to do in the area of sustainability
  • How consumer shopping behavior has been impacted by sustainability

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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Reasons to Read

The Coresight Research team attended VF Corporation’s Investor Day on September 28, 2022. We present insights from the event, covering the company’s financial targets and strategic growth plans. Key topics include the following:

  • The four pillars of the company’s updated strategic growth plan
  • How the company expects to increase its revenue CAGR
  • Plans for a DTC-centric supply chain
  • Strategies for VF Corporation’s five key brands

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

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Reasons to Read

The world’s largest online shopping festival, Singles’ Day (also known as 11.11), is one month away. As part of our countdown to Singles’ Day 2022, we present various major e-commerce platforms’ plans for this year’s festival and discuss how Singles Day 2022 will differ from previous years, particularly in regard to the influence of short-video platforms, such as Douyin and Kuaishou.

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.

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Reasons to Read

In this report, we discuss the market performance and outlook for the personal care category—comprised of personal hygiene, oral care, baby care, and bath and shower—within the US consumer packaged goods (CPG) sector, as well as market factors, the competition between personal care brands such as Colgate-Palmolive and Unilever, and themes we are watching in 2022 and beyond.

For more on the growing personal care market, read our report Digitally Native Vertical Brands in the US Beauty and Personal Care Market: Driving Growth Through Engagement.

Click here for all of Coresight Research’s coverage of the CPG sector.

Contents (Click to navigate)

Introduction

US Personal Care: Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

What We Think

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Reasons to Read

Coresight Research’s Livestreaming Tracker is a new, quarterly series that provides updates on trends in the live-video e-commerce space. We analyze findings from our quarterly US and China consumer surveys on the role of livestreaming in the shopping journey.

In this report—the first in the series—we present data from our US survey undertaken on September 20, 2022, which asked consumers about their engagement with “shoppable livestreams” (live, online videos focused on promoting and selling products) in the past three months.

We discuss livestreaming platforms, spending across various product categories, desirable attributes of livestreaming hosts, and more.

  • Look out for the first report in our upcoming China Livestreaming Tracker
  • Click here to read more Coresight Research coverage of livestreaming e-commerce.
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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 first half of 2022, the off-price sector was negatively impacted by inflation, and the three major off-price retailers all lowered their same-store sales expectations for the year.
  • We expect the overall off-price sector (including Nordstrom Rack) to see a revenue decline of 0.1% year over year in fiscal 2022—the first time that revenue growth is set to be negative in more than 10 years.

Click the image below to read our full US Off-Price Insights report, covering trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management.

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” previews this year’s 10.10 Shopping Festival.

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

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Reasons to Read

Coresight 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.

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Reasons to Read

Coresight 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.

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Reasons to Read

On September 15, 2022, The Beauty Health Company (NASDAQ: SKIN) hosted its inaugural Investor Day in New York City, New York. We present key insights from the event, including:

  • How Beauty Health is creating a category at the intersection of beauty and wellness
  • The company’s “Master Plan” to double revenues and triple its adjusted EBITDA by the end of fiscal 2025.
  • How Beauty Health’s hero product, the HydraFacial treatment, sits at the center of its growth plan

For more on the growing connectivity of beauty and wellness, read our report, The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and Retailers, or click here for all our coverage of beauty brands and retailers.

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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 Dunham’s Sports, Hermès and Hudson in the US and The Food Warehouse, Frasers Group and HMV, among others, in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings from Bed Bath & Beyond.

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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