Insight ReportEarnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales Flat Coresight Research August 2, 2022 Reasons to ReadOur 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. 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:Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth
Deep DiveUS Consumer Tracker: Shoppers Moderate Their Responses to Inflation Coresight Research August 2, 2022 Reasons to ReadCoresight Research’s July 25, 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 What shoppers are buying online and in-store Which retailers consumers are buying from—for food and nonfood purchases How consumers are changing their behaviors in response to inflation 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Market Navigators/Market OutlookMarket Outlook: US Grocery—Surging Inflation Disrupts Grocery Retail Coresight Research August 1, 2022 Reasons to ReadIn this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read our 2022 US online grocery survey and learn about online competition among Australia’s grocery retailers. Click here for all Coresight Research coverage of grocery retailers. Contents (Click to navigate) Introduction Market Performance and Outlook Market Factors US Online Grocery Market Performance and Outlook 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 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceThe Future of AI, Supply Chains and Sustainability: Insights from CES 2025
Free Data GraphicThree Things You Need To Know: Playbook—Beauty in the Metaverse Coresight Research August 1, 2022 Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. This graphic presents selected insights from our Playbook on beauty in the metaverse, which explores key ways in which beauty brands and retailers can begin participating in the virtual world. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here. The Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. 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. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsProfiling Six Artificial Intelligence Startups: AI Showcase InsightsHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Insight ReportUS Apparel and Beauty Spending Tracker: June 2022 Clothing and Footwear Spending Growth Slows to 1.5% Year Over Year Coresight Research August 1, 2022 Reasons to ReadThe 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 June 2022, which increased 1.5% 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. 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:Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus
Analyst CornerWeinswig’s Weekly: Introducing Coresight Research’s 3×3 Framework—Three New Products and Three New Ways to Sell Them Coresight Research July 31, 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” introduces Coresight Research’s new 3×3 Framework, presenting nine new retail opportunities. 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:1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth
Event CoverageOracle Retail Cross Talk 2022: Powerful New Platform Unveiled, Focus on Common Data and Extensibility Coresight Research July 29, 2022 Reasons to ReadOracle Retail held its annual Cross Talk event in Dallas, Texas, on June 15‒17, 2022, hosting company executives, retailers and industry analysts. The company unveiled powerful new retail technology, with a focus on common data and extensibility. We present insights on the Platform for Modern Retail from the event. Click here to read more Coresight Research coverage of retail technology. 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 Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationCEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 30: US Store Closures Inch Toward 2,000 Coresight Research July 29, 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 Amazon, Burberry, Carhartt and Conn’s HomePlus, among others, in the US and Company Shop, Co-op, Saltrock and Skechers, among others, in the UK. 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:Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerPutting the “AI” in “Airlines”: Insights from CES 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000The New Coresight 100: Leading the Retail Charge in 2025
Insight ReportUS Economic Update, 2Q22: GDP Declines for a Second Quarter, as Consumer Spending on Goods Falls Coresight Research July 29, 2022 Reasons to ReadOur Economic Update discusses macroeconomic indicators from the US. In this report, we look at newly released economic data for the second quarter of 2022, covering GDP and personal consumption expenditure. We analyze correlations between US retail sales and macroeconomic indicators. Click here to read about key consumer indicators in the US, China and the UK—part of our Monthly Consumer Update Read our July 2022 Leading Indicators of US Retail Sales Read about economic data from the first quarter of 2022 for the US and China in our Quarterly Economic Update report. 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:Groceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsSNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes Stores
Insight ReportJuly 2022 Monthly Consumer Update: US, UK and China Coresight Research July 29, 2022 Reasons to ReadWe 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. 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 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 Outlook
Free Data GraphicThree Things You Need To Know: Head-to-Head in US Department Store Retailing—Kohl’s vs. Macy’s Coresight Research July 28, 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. Kohl’s and Macy’s are the leading department store retailers in the US, making up 52% of the department store sector. In our Head-to-Head report, we examine their revenues, store portfolios, digital sales, product diversification, shopper profiles, consumer purchasing patterns, inflation impacts and recent innovations in physical and digital retail, providing insights into their next stages of growth. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And OpeningsAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech Innovation
Insight ReportSupply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts Arise Coresight Research July 28, 2022 Reasons to ReadIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, we explore stabilization of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold. Click here to read the previous report in the series, in which we cover how the global retail supply chain responded to the lockdowns in Shanghai, Shenzhen and other cities in China, as well as the threat of cyberattacks in supply chains. Click here to read more Coresight Research coverage of the retail supply chain. 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:Financial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav Pitaliya
Deep DiveRetail Innovators: Tech—AI/ML Solutions Coresight Research July 28, 2022 Reasons to ReadThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five companies—Impact Analytics, Persado, Prevedere, SoftWear Automation and Standard AI—that are disrupting the retail market with AI/ML (artificial intelligence/machine learning) technology innovations. We provide company profiles and consider the following key topics for each innovator: How the company has disrupted the market Tailwinds and headwinds Impact on traditional players Click here to read the previous report in our Retail Innovators series, which looks at five technology companies that are disrupting the CPG market with their sustainability and product efficacy innovations. Contents (Click to navigate) Introduction What’s the Story? Why It Matters Retail Innovators—Tech: Coresight Research Analysis Impact Analytics Persado Prevedere SoftWear Automation Standard AI 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:CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyThe Intelligent Inventory Playbook: How to Approach Inventory Excellence
Deep DiveThink Tank: US BOPIS, Curbside Pickup and Smart Lockers Are Reshaping Omnichannel Retail Coresight Research July 27, 2022 Reasons to ReadThe 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. Omnichannel fulfillment services, such as buy online, pick up in store, curbside pickup and smart lockers are now areas where retailers are making improvements to provide seamless shopping experiences. We analyze the following: Proprietary survey data indicating consumer preferences for collection vs. delivery Demographics on who uses collection vs. delivery, by age Types of products consumers have collected as well as retailers from which they collect Market drivers Themes we are watching, including examples of how retailers are digitally enhancing services Click here to read all of our Think Tanks. Contents (Click to navigate) Introduction What’s the Story? Why It Matters BOPIS, Curbside Pickup and Smart Lockers in the US: A Think Tank Consumer Preferences for Collection Services: Our Survey Data Competitive Landscape Market Drivers Themes We Are Watching 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Adapting to Tariff Pressures: Strategies for Retail SuccessStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data Graphic2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer Spending
InfographicOnline Collection Services in the US—Consumer Survey Findings: Infographic Coresight Research July 27, 2022 Reasons to ReadIn this free infographic, we present select findings from our Think Tank on how online collection services are reshaping omnichannel retail in the US, covering BOPIS (buy online, pickup in-store), curbside pickup and smart lockers. Subscribers can access the full report by clicking the link below: Think Tank: US BOPIS, Curbside Pickup and Smart Lockers Are Reshaping Omnichannel Retail 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. Click here to read all of our Think Tanks. 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:The Future of AI, Supply Chains and Sustainability: Insights from CES 2025Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500
