Reasons to Read

On April 6, 2022, Coresight Research presented at World Retail Congress on the topic of the metaverse in retail.

In this presentation, we present 10 things that retailers need to know about the metaverse, covering demand for virtual land, immersive experiences, cryptocurrencies, NFTs, sustainability and more.

Read more Coresight Research coverage of World Retail Congress 2022.

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

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Reasons to Read

As part of our India Retail Insights series, we examine supply chain woes impacting retail—primarily caused by the Covid-19 pandemic and the Russia-Ukraine war—and discuss how retailers can protect supply chains against future disruption.

We cover the following key topics:

  • India’s overall retail sales
  • Impacts by retail sector—across apparel, consumer electronics, CPG and furniture
  • Causes of disruption for retailers
  • Disruptions impacting the consumer—including inflation
  • Strategies for retailers and India more broadly to address supply chain disruption

Read the previous report in our India Retail Insights series, which presents highlights from India’s Union Budget 2022 and the implications for the country’s retail industry and associated sectors.

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Reasons to Read

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among US retailers listed in the Coresight 100.

In this report, we look at the inventory levels of various retailers in 4Q21 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters
  • Beauty retail—Bath & Body Works and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • Discount stores—Big Lots, Dollar General and Dollar Tree
  • Drugstores—CVS Health and Walgreen Boots Alliance
  • Electronics retail—Best Buy
  • Food and grocery retail—Kroger
  • Home and home-improvement retail—Home Depot, Lowe’s, Tractor Supply Company, Wayfair and Williams-Sonoma
  • Luxury retail—Capri Holdings and Tapestry
  • Mass merchandisers—Target and Walmart
  • Off-price retail—Burlington Stores, Ross Stores and The TJX Companies
  • Warehouse clubs—BJ’s Wholesale Club and Costco

Click here to read the previous report in the series, which looks at 3Q21.

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Reasons to Read

We examine three key trends in the US retail foodservice space, which has seen significant shifts due to the pandemic. We discuss how grocery retailers can tap ghost kitchens, meal kits and deli departments to boost sales.

Click here to read our Market Outlook for US grocery retail in 2022.

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Reasons to Read

Coresight Research’s March 28, 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:

  • Easter spending and activity expectations
  • 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

The blockchain is a system in which a shared record of transactions made in cryptocurrencies is maintained across several computers working together to form a decentralized peer-to-peer network.

In this report, we discuss how the blockchain forms the basis of the metaverse, explore the history and technological infrastructure of blockchains, and detail what brands and retailers should know.

This report is part of our Building Blocks of the Metaverse series, which presents insights into the core technological components of the retail metaverse, including important details for retailers to know in establishing a presence and operating in the virtual space.

Read the first report in the series, on NFTs (non-fungible tokens).

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

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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.

The e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. In our E-Commerce Outlook, we examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.

Click the image to read more about the topic.

Reasons to Read

Pandemic-led lockdowns and ensuing factory shutdowns, widely documented port congestion and sky-rocketing inflation have revived the debate around reshoring sourcing and manufacturing to the US.

We discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US.

For more on sourcing, read our report on sustainable supply chains and our latest Supply Chain Briefing.

Read all Coresight Research coverage of supply chains.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Onshoring Retail Sourcing in the US: Coresight Research Analysis

  1. Onshoring Sourcing: Advantages
  2. Onshoring Sourcing: Hand-in-Hand with Local Manufacturing
  3. Onshoring: An Ongoing Process
  4. Nearshoring: An Alternative to Onshoring?

What We Think

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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 Coresight Research’s livestreaming e-commerce presentation at Shoptalk.

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

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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 strong sales from February 2022.

We discuss changes in US consumer spending, year over year and on a two-year basis, 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

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 Marc’s, Walmart and WinCo Foods in the US and Hamleys, Pandora and Rituals in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Genesco, Hobby Lobby, Nordstrom and Ollie’s Bargain Outlet.

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. Click here to view.

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Reasons to Read

The Coresight Research team attended and participated in Shoptalk 2022 in Las Vegas, US, from March 27 to 30. In this free report, we present our top insights from day four of the show on March 30, 2022, as well as the key trends that were discussed throughout the event as a whole.

We cover personalization, livestreaming, the metaverse and more.

For more insights from Shoptalk 2022, read our coverage of the Shark Reef pitch competition, day one, day two and day three.

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Reasons to Read

Coresight Research’s US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management.

In this report, we look at the performance of the three retailers in the fourth quarter of 2021 (4Q21, ended January 30, 2022) compared to last year (4Q20) and the previous year (4Q19).

Click here for more Coresight Research coverage of department stores.

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Reasons to Read

Shein dominates the US fast-fashion market. We analyze the apparel giant’s business, including the following:

  • Key strategies and business expansion plans
  • Target consumers
  • Competitive strengths and weaknesses

We compare Shein’s key strategies with that of two other ultra-fast-fashion companies, UK-based ASOS and Boohoo Group, which are part of the Coresight 100 (our focus list of retailers, brand owners and real estate firms, spanning the US, Europe and Asia).

Read our previous report on Shein’s business model.

Contents (Click to navigate)

Introduction

Shein in US Fast Fashion: Coresight Research Analysis

Company Overview

Strong Demand for Shein Products Among US Consumers

Expansion Plans for 2022 and Beyond

IPO Plans on Hold Again Amid Russia-Ukraine War

Delivery Capabilities: A Major Competitive Disadvantage

Business Strategies

Recent Developments

What We Think

Implications for Brands/Retailers

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Reasons to Read

The Coresight Research team is attending and participating in Shoptalk 2022 in Las Vegas, US, from March 27 to 30. In this free report, we present our top insights from day three of the show on March 29, 2022.

We cover fun and creativity in the beauty industry, global supply chain concerns, reverse logistics, data privacy, consumer-centric growth and more.

For more insights from Shoptalk 2022, read our coverage of the Shark Reef pitch competition, day one and day two. Look out for our wrap-up report.

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