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 first-quarter 2022 earnings.

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

  • Management commentary on demand trends in the first 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 May 15, 2022, across multiple sectors: apparel and footwear (Under Armour), beauty brands and retailers (Coty), e-commerce (Qurate Retail), food retailers (Weis Markets) and luxury (Tapestry).

Click here to read Week 2 of the Earnings Insight 1Q22 series.

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  • The Coresight Research US Retail Traffic and In-Store Metrics series reviews year-over-year changes in selected store-based metrics, as reported by RetailNext.
  • In April 2022, apparel was the strongest sector, with traffic increasing by 34.4% year over year.
  • The home sector continued to witness the softest traffic trends among the five published sectors, decreasing by 4.8% year over year—the only sector with negative growth.

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.

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

Coresight Research’s May 9, 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 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

We present recent market developments in the global livestreaming space, including M&A activity and investments. We also discuss three notable livestreaming trends—namely the increasing popularity of TikTok live shopping, partnerships with media companies, and livestreaming campaigns by leading retailers.

We offer examples of recent livestreaming events from brands and retailers globally, with highlights from Espirit, Judith Williams, Lands’ End, Leroy Merlin, Maybelline, Samsung and more.

This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Read the previous report in the series, which covers the launch of new moderation tools for creators, the expansion of brands’ and retailers’ livestreaming schedules, and the entry of new sectors into the livestreaming space.

Click here to read more Coresight Research coverage of livestreaming e-commerce.

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Reasons to Read

We explore the fast-growing livestreaming e-commerce channel, leveraging findings from a Coresight Research survey of retail executives from around the world.

We cover the following key topics:

  • Retail investments in, and expectations for, livestreaming e-commerce
  • Diverse livestreaming approaches and innovations
  • Live shopping in the metaverse and other emerging technologies

This report was produced in partnership with the Retail Innovation Conference and Expo (RICE), an event organizer that provides engaging and educational digital events worldwide. The report is sponsored by Firework, a shoppable-video and livestreaming e-commerce solution provider.

Read more Coresight Research coverage of livestreaming e-commerce and the metaverse.

Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form.


Contents (Click to navigate)

Introduction

Understanding the Livestreaming Opportunity: Coresight Research x RICE Analysis

Retail Investments in, and Expectations for, Livestreaming E-Commerce

Diverse Livestreaming Approaches and Innovations

Live Shopping in the Metaverse and Other Emerging Technologies

What We Think

Implications for Brands/Retailers

Methodology

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Reasons to Read

The Coresight Research team attended and participated in RICE 2022 (the Retail Innovation Conference & Expo), which was held on May 11–12, 2022, in Chicago, Illinois.

In this report, we present our key insights from the event, covering four major themes: livestreaming, creativity, the metaverse and gaming in retail.

Coresight Research shared exclusive early access to our latest livestreaming survey report with the attendees of RICE. Look out for our new report, entitled Understanding the Livestreaming Opportunity: Global Retail Executive Survey Findings, which is sponsored by livestreaming platform Firework.

Read more Coresight Research coverage of livestreaming e-commerce and the metaverse.

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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 how social media platforms Discord, Upstream, Snap and Instagram are bridging the gap between the physical world and the retail metaverse.

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 May 2, 2022.

Read the previous report in the series, which discusses the race to build digital twins of real-world objects via the Internet of Things (IoT) and the increasing power of 3D game engines.

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

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Reasons to Read

Our fifth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences. We present our top insights and explore highlights around quick commerce (q-commerce), meal kits and Amazon Prime membership.

The consistency of many of our questions has enabled us to build up trend data from when we first ran this survey in 2018.

Click here to download a FREE INFOGRAPHIC of our key findings.

Explore the findings from our previous online grocery survey (conducted in March 2021).

For more on US grocery retail, read our Market Outlook report.

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Reasons to Read

Our fifth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences. We present our top insights and explore highlights around quick commerce (q-commerce), meal kits and Amazon Prime membership.

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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 latest trends in, and implications of, inflation in the US, with a focus on price rises in retail.

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

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Reasons to Read

In this report, we assess US retail traffic in April 2022, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type

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

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 Barnes & Noble, Party City and Savage X Fenty in the US and Evans Cycles, The Food Warehouse and Hobbycraft in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Aritzia, Crocs, Hanesbrands, Murphy USA, Rent-A-Center, Sprouts Farmers Market, Office Depot and Under Armour.

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

Packaged foods saw substantial growth during the pandemic, due to their convenience and increased grocery retail demand. We expect some pandemic-led behaviors to stick around, leading to strong category growth despite several external headwinds. This Category Outlook examines the US packaged foods category, including:

  • The trajectory of the US packaged foods category—a $284.4 billion industry—including headwinds, tailwinds and other market factors
  • The competitive landscape of US packaged foods, including the top CPG companies in the category and what innovations they are pursuing
  • Key themes we are watching in this category in 2022, like wellness and vegan products

For more information on the US CPG market, read our US CPG Market Outlook and US CPG Sales Tracker series.

Contents (Click to navigate)

Introduction

Packaged Foods: Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

What We Think

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Reasons to Read

Retailers globally need to address customers’ evolving needs to stay agile and competitive. Smart shopping solutions—the application of deep technology to streamline in-store retail operations—help retailers to meet consumer expectations and offer a seamless store-based shopping experience.

In this report, we focus on India’s retail market, exploring how innovative technologies can address growing consumer needs and expectations, and the advantages that these solutions present to retailers.

Read our separate report, Five Trends Reshaping Online and Offline Retail in India.

Click here to read more Coresight Research reports on retail technology.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Smart Shopping Solutions To Meet Consumer Expectations for Offline Retail in India: Coresight Research Analysis

Technology-Powered Smart Shopping Solutions

How Smart Shopping Solutions Can Address Consumer Expectations

Benefits of Smart Shopping Solutions for Retailers

Examples of Retailers Using Smart Shopping Solutions

What We Think

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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 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 discuss the background and technological structure of 5G wireless connectivity, explore its relationship with the metaverse and present key things that brands and retailers should know about 5G.

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

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