Reasons to Read

Continuing our US Back-to-School 2022 series, we analyze the channels and retailers that are set to capture share of back-to-school spending this year, leveraging findings from a proprietary survey of US consumers.

Our discussion covers the following key topics:

  • Demand: Which Channels Consumers Expect To Shop
  • Demand: Which Retailers Consumers Expect To Shop
  • Supply: Retailers Report Strengthened Inventories

This report includes selected management commentary from Gap Inc., Hanesbrands, Macy’s and more.

  • Click here to read our US Back-to-School 2022: Retail Outlook
  • 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
  • Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.
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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.

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

Companies need to rethink their sourcing strategies due to the hurdles presented by the pandemic, political conflicts, economic disruptions and climate change. Our Playbook on sourcing presents five key strategies that brands can use to overcome these hurdles, driving efficiencies in their supply chain.

Click the image to read more about the topic.

Reasons to Read

Since its launch in 2015, Prime Day has become one of the most important events in the US retail calendar. Over the years, many retailers have responded to its success of Prime Day with copycat promotions, using Prime Day to gauge the pulse of such coming retail events as back-to-school and holiday sales. 

Our initial observations of Prime Day 2022 cover the following:

  • Amazon’s focus on its private-label products
  • The challenge and implications of excess inventory
  • Rival retailers’ competing promotions

 Explore our wider coverage of Prime Day and our Amazon databank.

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Reasons to Read

We explore the competitive landscape of the US grocery market by analyzing performance metrics for the top eight US grocery retailers, by revenue, proposition and typical customer base, as well as providing commentary on their business strategies.

Read about Australian grocery retailers, the opportunity in physical Amazon Fresh stores and consolidation in US regional grocery chains.

For all Coresight Research coverage of grocery retailers, click here.

Contents (Click to navigate)

Introduction

America’s Biggest Grocery Retailers: Coresight Research Analysis

  1. Rankings and Trajectories
  2. Positioning and Proposition
  3. Strategy and Analyst Commentary

What We Think

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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 June 12, 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

Coresight Research’s July 4, 2022, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

This week’sUS Consumer Tracker covers the Fourth of July holiday weekend, analyzing thefollowing:

  • 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

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

Global production of automobiles, appliances and consumer electronics continue to be plagued by shortages of semiconductors—i.e., chips. We discuss the root causes of the global chip shortage and its implications for retailers.

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Reasons to Read

An increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. Due to sales via online marketplaces, mass retailers websites and shoppable, branded websites, the beauty market has become more digitalized than ever before.

In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond.

For more on the US beauty market, read our Market Outlook on US beauty retailing

Contents (Click to navigate)

Introduction

E-Commerce Performance and Outlook

Online Market Factors

Competitive Landscape

Leading Companies

Other Beauty Players

Where Men and Women Shop for Beauty

Themes We Are Watching

E-Commerce Innovators

What We Think

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Reasons to Read

We examine the growing gender-free category, considering how education and fit are relevant for brands or retailers entering the category. We discuss the evolution of the category, covering the following:

  • The mainstreaming of gender identity
  • Legal requirements promoting the category
  • Store openings
  • Product launches
  • Celebrity brands

Read our report on inclusivity trends in retail.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

The Evolving Gender-Free Category: Coresight Research Analysis

Mainstreaming of Gender-Identification Categories Beyond Men and Women

Legal Changes Are Pushing the Category Forward

Gender-Free Specialty Retailers Opened Stores Focusing on Teens and Kids

Gender-Free Launches Expand, Led by Mass Market and Accessible Luxury

Celebrity Product Launches and Fashion Promotion Legitimize the Category

Education, Technical Design and Fit: Considerations for Entering the Category

What We Think

 

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Reasons to Read

We present recent developments in the metaverse space—covering virtual worlds and platforms; brands and retailers; and technology and access. We also explore the rise of augmented reality (AR) technology in fashion, with highlights from Burnett New York’s recent “MetaBurnett” event, which linked the real and virtual worlds.

This report is part of our Metaverse Latest series, which provides regular updates on metaverse developments globally, showing how key players and new entrants are seizing opportunities in the space. In this report, we present developments as of July 6, 2022.

Read the previous report in the series, which discusses the the rise of meta humans as influencers.

For more on how brands are using AR and other technologies in the metaverse, read Building Blocks of the Metaverse: Immersive Technologies.

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

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Reasons to Read

Brands and retailers need to plan their marketing strategies well in advance of Singles’ Day 2021 in order to ensure that they are well positioned to drive traffic and maximize sales—particularly this year, in a challenging economic environment.

With four months to go until the 11.11 Global Shopping Festival, we present key strategies that brands and retailers should implement to set themselves up for success during this year’s shopping festival.

In this report, we cover the following:

  • The use of influencers in brand campaigns—including key opinion leaders (KOLs), key opinion consumers (KOCs) and virtual humans
  • Localized marketing tools offered by major e-commerce platforms such as Alibaba and JD.com
  • The importance of aligning with national priorities such as sustainability
  • E-commerce trends in China, including digital collectibles

Click here to read more about Singles’ Day 2022 as we count down to the event, as well as further Coresight Research coverage of past Singles’ Day events.

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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 prospect for further price rises in food in the US.

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 Bed Bath & Beyond, Givenchy and Reiss in the US and Boots, Clarks and Sainsbury’s 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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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 contracted while mortgage rates hit decade highs.

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

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Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With inflation at a 40-year high, we examine changing consumer behavior and major food retailers’ shopper profiles by income.

We assess emerging trends in the following key areas:

  • Consumers’ perceptions of inflation 
  • Consumers’ responses to inflation by income 
  • Consumers’ responses to inflation by region
  • Consumers’ responses to inflation by 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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