Reasons to Read

We 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
  • Food and fuel prices
  • 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.

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.

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Reasons to Read

Checkout technologies have evolved significantly in recent years, from cashierless self-checkout to fully autonomous experiences. We present selected startups globally whose technology solutions support brands and retailers in transforming and automating their checkout operations.

We cover cashierless self-checkout, mobile self-checkout, self-checkout with computer vision and fully autonomous checkout. Solutions leverage artificial intelligence (AI), machine learning and more.

  • To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here
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Reasons to Read

The 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 July 2022, showing that clothing and footwear spending increased by 6.5% year over year.

We discuss 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

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

Coresight Research’s August 22, 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:

  • Analysis of consumers’ return to fitness activities, including breakdowns by age and income
  • What shoppers are buying online and in-store
  • 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

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

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report second-quarter 2022 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended August 28, 2022, across multiple sectors: apparel and footwear brand owners (Guess?), apparel specialty retailers (Dick’s Sporting Goods and Foot Locker, among others), beauty brand owners and retailers (Coty and Ulta Beauty), department stores (Macy’s and Nordstrom), discount stores (Dollar General and Dollar Tree), e-commerce (JD.com), home and home-improvement retailers (Williams-Sonoma), pet care retailers (Petco Health and Wellness Company) and off-price retailers (Burlington Stores).

Click here to read Week 4 of the Earnings Insights 2Q22 series.

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Reasons to Read

In this Market Outlook, we explore the retail sector in India in 2022 and beyond, including consumer spending growth, projections of core retail categories, market factors driving growth, the online market, the competitive landscape and key market themes.

For more on the evolving retail landscape in India, read our Head-to-Head report on Reliance Industries and Tata Group, two of the biggest conglomerates in India, or the most recent edition of our India Retail Insights series, covering the country’s reselling market.

Click here to see all our India coverage.

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings.

Coresight Research has identified the expanding metaverse as a key trend to watch in retail and a component trend of Coresight Research’s RESET framework for change.

As part of our Building Blocks of the Metaverse series, we explore the applications and benefits of AI (artificial intelligence). We present selected insights from our report in the graphic below.

Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

Click here to read more Coresight Research coverage of the metaverse.

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 the start of holiday surcharges.

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

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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 Kohl’s and Value City Furniture in the US and Boux Avenue, Dune London and Lakeland, among others, in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings from Bath & Body Works, Foot Locker and Lowe’s, among others.

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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Reasons to Read

In this Market Outlook, we explore the Chinese retail market. We discuss the market’s performance, scale and trajectory, as well as major market factors and trends to watch in 2022 and beyond. We also analyze China’s leading retail companies, including Alibaba and JD.com, and innovators bringing change to the space.

For more on the retail landscape in China, read our Head-to-Head report on Anta and Li-Ning, two of the largest sportswear brand owners in China, or see our monthly China Retail Sales series.

Click here to see all our China coverage.

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Reasons to Read

Coresight 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 August 24, 2022.

This report includes discussion of the following 10 indicators:

  1. Unemployment rate
  2. Labor force participation rate
  3. Disposable income
  4. Average hourly wages
  5. Consumer sentiment
  6. Saving rate
  7. Gas prices
  8. Interest rate
  9. Housing starts
  10. Home price index

Click here to read the previous report in this series.

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.

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. 

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Reasons to Read

Retailers can use customer tracking tools, powered by AI (artificial intelligence), to gather data on shoppers inside the store. We discuss the available technologies and the benefits to retailers of generating insights on consumer behavior. We also present selected vendors of customer tracking solutions, from enterprise players to innovators in the space.

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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.

  • We believe that inclusivity is a key trend to watch in retail; it is a component trend of Coresight Research’s RESET framework for change.
  • Coresight Research’s 2022 US consumer survey on adaptive clothing, footwear and accessories found that among respondents who have a disability or care for someone with a disability, 48% reported having challenges in finding apparel to meet their needs. Price is the top challenge, cited by more than six in 10 respondents in this subset.
  • Price is both the biggest challenge and the top request among respondents: 57% of respondents with disabilities would like to see lower prices.

Click the image below to read our full Think Tank on the US adaptive apparel market, including analysis of shoppers’ preferences and behaviors as well as innovations in the adaptive category over the past year.

Reasons to Read

Fast fashion is one of the fastest-growing markets in global apparel and footwear. We identify and analyze 10 trends, including:

  • Alternative models such as resale and rental
  • Testing marketplace models
  • Data-driven forecasting
  • Improving supply chain capabilities
  • Launching experiential in-store concepts
  • Entering the metaverse
  • Implementing return fees
  • Leveraging brand mashups
  • Expanding to untapped geographies
  • Making sustainability and inclusivity priorities

Read our report on 10 trends in global apparel and footwear retail here. Learn about Shein’s growth in the fast-fashion market here.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

10 Trends in Global Fast Fashion: Coresight Research Analysis

  1. Capitalizing on Resale and Rental as Alternative Models
  2. Testing Marketplace Models
  3. Implementing Data-Driven Demand Forecasting, Inventory Management and Personalization
  4. Ramping Up Supply Chain Capabilities
  5. Introducing Experiential In-Store Concepts
  6. Entering the Metaverse
  7. Implementing Return Fees To Put Tighter Control on Product Returns and Preserve Margins
  8. Leveraging Brands Mashups
  9. Ramping Up Presence in Untapped Geographies
  10. Making Sustainability and Inclusivity Priorities

What We Think

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Reasons to Read

The Coresight Research Think Tank  series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2022 and beyond.

In this report, we explore the adaptive apparel market opportunity in the US and innovations in the adaptive category over the past year.

We present analysis of proprietary consumer survey findings to discuss adaptive needs and shoppers’ preferences and behaviors.

Read more about inclusivity in retail and 10 trends in global apparel and footwear retail.

Click here to view all of our Think Tank  reports.

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