Reasons to Read

In this report, we offer our first look ahead to US retail’s 2022 holiday season.

We assess the potential impact of the following key factors:

  • Easing input cost pressures
  • Elevated inflation
  • Easing inventory and supply challenges versus last year
  • Wildcard factors including a “winter of experiences,” another Covid-19 wave and intensifying global tensions

Explore our wider coverage of US Holiday Retail.

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Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our proprietary survey data.

In this report, we focus on sustainability, which has captured the attention of consumers in recent years, particularly since the onset of the pandemic. We examine changing consumer behaviors as well as preferences for how retailers should address sustainability. We assess to what extent sustainability impacts where consumers shop for essentials vs. non-essentials, by income and age.

Click here to view our full collection of US Consumer Tracker weekly survey reports.

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.

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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 J.Crew in the US and Joules, Superdry and TK Maxx, among others, in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings from Big 5 Sporting Goods, Boot Barn, Love’s Travel Stops, Murphy Express, Prada, Sheetz, Sleep Number and Steve Madden.

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

Our US Housing Market Indicators report offers the latest insights into the state of the US housing landscape. We cover nine recent metrics for the US market. This month’s report shows that demand is softening and all home sales declined.

Read our complete coverage of the home and home improvement sector here.

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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.

  • Although it is not mainstream, fashion rental is an essential part of the apparel and footwear market, as many consumers seek out value options, both in terms of price and sustainability, while wanting to try different things without committing to purchases.
  • We expect the US fashion rental market to see strong growth in 2022.

Click the image below to read our full report on the US fashion rental market, including its growth, business models and major players, as well as opportunities for brands and retailers.

Reasons to Read

Continuing our US Back-to-School 2022 series, we categories and clothing, accessories and footwear brands that US consumers look set to shop this back-to-school (BTS) season, leveraging findings from a proprietary survey of US consumers.

Our discussion covers the following key topics:

  • Top BTS categories—including shopping expectations by school level
  • Expectations to spend more versus less compared to last year, by category—with analysis by income group
  • Most popular apparel brands—overall and by school level

Our survey covered apparel brands such as Adidas, Champion, Fruit of the Loom, Old Navy and NIKE, as well as private labels from Target, Walmart and department stores.

Read more in our US Back-to-School 2022 series:

For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports. Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.

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Reasons to Read

Tech 20 is our focus list of companies providing enabling technology for retail. 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 Tech 20 list and related reports.

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Reasons to Read

Reliance Industries and Tata Group are two of the biggest conglomerates in India. As part of our Head-to-Head series, we provide key insights into their retail and consumer businesses, including their performances, business strategies, operating margins, brand portfolios and sustainability initiatives.

For more on Reliance Industries, see our company profile on the conglomerate’s retail arm, Reliance Retail Ventures; meanwhile, for more on Tata Group, read our report on the company’s super app, Tata Neu, part of our India Retail Insight series.

Read the previous report in our Head-to-Head series on department store retailing, comparing Kohl’s and Macy’s.

Contents (Click to navigate)

Introduction

Reliance vs. Tata: Coresight Research Analysis

  1. Business Overview
  2. Revenue Growth and Performance
  3. Business Coverage—Retail and Consumer
  4. Growth Strategies
  5. E-Commerce and Digital Initiatives
  6. Sustainability Initiatives
  7. Recent Acquisitions by Reliance and Tata

What We Think

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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

Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2022 versus the comparable period in 2021.

Year-to-date data in this report are as of July 29, 2022 (corresponding to week 30 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2021 (the four weeks ended June 25, 2021).

  • Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.
  • 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—click here to view.
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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 July 10, 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

Amazon India held its sixth annual Prime Day shopping festival on July 23–24, 2022. We present key insights and trends from the event, covering the following:

  • Customers shopped at more sellers this year and many merchants recorded sales
  • Prominently shopped categories during Prime Day 2022
  • The effect Prime Day had on Amazon India’s member base
  • The indications the event provided the company, setting the stage for upcoming shopping events and holiday sales

Click here to read more about Amazon’s Prime Day in 2022 and previous years.

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Reasons to Read

The US fashion rental market is booming in 2022. We analyze the market and provide insights on:

  • Market size
  • The return of demand for occasion wear
  • The proliferation and expansion of fashion rental platforms
  • Five rental business models
  • Profitability

Contents (Click to navigate)

Introduction

US Fashion Rental Market: Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

What We Think

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Reasons to Read

High inflation in Europe is leading apparel retailers to adopt new strategies to combat rising costs. Our report analyzes:

  • Leading cost pressures for apparel retailers in the Eurozone and UK
  • Apparel and footwear specialty retailers’ strategies to combat inflation, including H&M, Inditex, JD Sports, Next and Primark
  • Apparel e-commerce platforms’ approaches to higher costs, including ASOS, Boohoo and Zalando
  • Gross margin metrics

Read our apparel inflation report, published in May 2022, which discusses how US apparel brands and retailers are addressing inflation costs and our retail inflation report, which analyzes US retailers’ (across sectors) strategies in light of rising costs due to inflation, published in June 2022.

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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 July 31, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear Company, Deckers Outdoor Corporation, Levi Strauss & Co, Skechers and VF Corporation), CPG (Kimberly-Clark Corporation), drugstore retailers (Walgreens Boots Alliance), e-commerce (Amazon), food retailers (Albertsons Companies) and home and home-improvement retailers (Tractor Supply Company).

Click here to read our US Earnings Season Wrap-Up of the first quarter of fiscal 2022.

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