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 competition in prestige beauty among major US retailers.

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

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we are profiling the participating innovators. In this free report, we present Re/tell, a technology startup that helps e-commerce players expand into brick-and-mortar retail.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Click here to read more innovator research (including Innovator Profile reports) from Coresight Research.

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Reasons to Read

The Coresight Research team attended Kohl’s Investor Day on March 7, 2022. We present insights from the event, covering the company’s strategic plans for growth as well as its financial outlook. We cover the following key topics:

  • Expectations for the Sephora at Kohl’s shop-in-shop business
  • Aims to become the active lifestyle destination for the entire family
  • Intentions to open small-format and hyper-localized stores
  • Digital expansion

Click here for more Coresight Research coverage of Kohl’s.

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Reasons to Read

On March 27, 2022, Deborah Weinswig, CEO and Founder of Coresight Research, will emcee and feature on the judging panel of Shoptalk 2022’s “Shark Reef” startup pitch competition, which will see 15 early-stage US retail-technology innovators compete to win the Shark’s Choice and Audience Choice awards.

In the lead-up to the event, we are profiling the participating innovators. In this free report, we present Humankind, a conversational commerce, SaaS (software-as-a-service) platform.

This report forms part of our Innovator Profile series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Click here to read more innovator research (including Innovator Profile reports) from Coresight Research.

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Reasons to Read

In Coresight Research’s 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 discuss the global impacts of the Russia-Ukraine war on supply chains, including a tighter freight market, a jump in oil prices and rising commodity prices.

We also present FedEx’s new shipping container service designed to help ease US port congestion, plus other steps that supply chain stakeholders are taking to reduce or avoid future bottlenecks at US ports.

Click here to read the previous report in the series, in which we explore Omicron-led restrictions to the stabilization of ocean freight rates as well as steps that Amazon is taking to build US logistics capacity.

Click here to read more Coresight Research coverage of the retail supply chain.

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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 2nd & Charles, Barnes & Noble and Summer Classics in the US, and Amazon, Dreams and Mere in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Abercrombie & Fitch, American Eagle Outfitters, Best Buy, Big Lots, BJ’s Wholesale Club, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Fabletics, Gap, Grocery Outlet Holding, Hibbett Sports, Kohl’s, Ross Stores and Target.

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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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.

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

We examine the aspects of the retail supply chain that present opportunities for “greening,”—i.e., practices that are environmentally friendly—through the lens of Coresight Research’s proprietary environmental sustainability framework, EnCORE. We explore the challenges retailers could face in improving sustainability in sourcing and how they can resolve them.

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

Greening Supply Chains: Coresight Research Analysis

Greening Opportunities Through the Retail Supply Chain

Challenges in Implementing Sustainability Initiatives at the Supply Chain Level

Policies at the Industry and Country Levels

The Role of Technology in Sustainable Sourcing

What We Think

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Reasons to Read

The pandemic and diplomatic tensions have brought about closer scrutiny of sourcing strategies in retail. Against the backdrop of supply chain disruption, we present five strategies for global brands and retailers to improve sourcing agility and resilience, covering speed to market, technologies, supplier partnerships and more.

We also discuss companies with innovative solutions for ensuring resilient and agile supply chain ecosystems.

Click here to read more Coresight Research coverage of the retail supply chain.

Read our separate report on sustainability in sourcing.

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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.

During 2022, CPG retailers and grocers must look to build on pandemic-driven momentum and position themselves for longer-term growth.

We discuss key ongoing consumer shopping trends in the US grocery market—identifying which are shifting back toward pre-pandemic preferences and which are proving sticky.

Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers’ avoidance of public places by region.

We assess emerging trends in the following key areas:  

  • Inflation as measured by CPI and PPI versus rises in average hourly earnings
  • Consumers’ varying avoidance of public places by region in 2022 so far
  • Breakdowns of shoppers by household income at major food and nonfood retailers

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

Each year, the IRS reports tax return filings and refunds on a weekly basis. This year, the filing deadline is on April 18. We look at what has happened in the 2022 tax filing season so far, as of February 25, 2022.

This report covers the following:

  • Number of returns filed and processed, and total and average refunds returned, as of February 5, 2022
  • A comparison of 2022 tax filing season to 2021
  • Total annual refunds disbursed, 2016–2022YTD

Click here to read our wrap-up report on the 2021 tax filing season.

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2021 earnings.

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

  • Management commentary on demand trends in the fourth 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 March 6, 2022, across multiple sectors: apparel and footwear brand owners (Carter’s), apparel specialty retailers (American Eagle, Foot Locker, Gap and Urban Outfitters), department stores (Kohl’s and Nordstrom), discount stores (Big Lots and Dollar Tree), e-commerce (Qurate Retail), electronics retailers (Best Buy) food retailers (Kroger), mass merchandisers (Target), off-price retailers (Burlington Stores and Ross Stores), warehouse clubs (BJ’s Wholesale Club and Costco).

Click here to read Week 5 of the Earnings Insight 4Q21 series.

Click here to read 3Q21 Earnings Season Wrap-Up.

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Reasons to Read

The pandemic provided luxury department stores with an opportunity to reinvent themselves following pressure from the consumer shift to online and brands’ movement away from wholesale in recent years.

We present our outlook for the global sector’s recovery and explore five key ways in which luxury department stores are evolving to remain relevant.

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Reasons to Read

Coresight Research’s February 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:

  • 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.

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

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