Reasons to Read

Decentraland, The Sandbox and Bloktopia are three notable metaverse platforms that have been laying the frameworks for active in-world economies. We explore the virtual land-grabbing craze across these platforms and discuss the opportunities for businesses, brands and retailers.

We cover blockchain, NFT (non-fungible token) and cryptocurrency technologies, and present recent developments by notable brands and retailers across the three metaverse platforms.

  • For more on the virtual land-grabbing craze, see the first report in our new Metaverse Latest series.
  • Click here to read more Coresight Research coverage of the metaverse.
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  • There has been an unprecedented online channel demand surge for footwear across the US since the pandemic began. While the 2020 shift to online slightly consolidated in 2021, we expect many footwear consumers to retain the habit of online shopping in 2022 and beyond.

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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 why the figure $5 billion tells us where retail is headed.

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 Amazon, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Allbirds, Bath & Body Works, Camping World, Carter’s, Floor & Decor, Foot Locker, Harbor Freight Tools, Lowe’s, Lumber Liquidators, Office Depot, Sleep Number, Sprouts Farmers Market, TJX Companies and Wawa.

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

During 2022, CPG retailers and grocers must look to build on pandemic-driven momentum and position themselves for longer-term growth. In this report, we discuss five key ongoing consumer shopping trends in the US grocery market, using data sourced from IRI—identifying which are shifting back toward pre-pandemic preferences and which are proving sticky. We analyze basket size and trip frequency, sales channels, price per unit, private labels and foodservice.

For our grocery sector Market Outlook for 2022, please click here.

Contents (Click to navigate)

Introduction

How US Consumers are Shopping for Groceries: Coresight Research Analysis

1. Basket Size and Trip Frequency

2. Sales Channel

3. Price Per Unit

4. Private Label

5. Retail Foodservice

What We Think

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Reasons to Read

Furniture and home improvement retail is experiencing a revival in India, due to pandemic-driven consumer behavior and market trends. We explore consumer spending projections, market drivers and the following in this Market Outlook:

  • The sector’s use of innovative technology, including AR and VR
  • The rising popularity of rental services
  • Consumers’ growing interest in sustainability

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

 

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Reasons to Read

Pandemic-induced growth in e-commerce sales has led to increased focus among brands and retailers on developing their payment infrastructure. This Retail-Tech Landscape comprises selected startups globally with innovative payment technology solutions.

To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here

Contents (Click to navigate)

Retail-Tech Landscape: Payments

Payments Trends in Retail

Retail-Tech Landscape: Payments—Infographic

Retail-Tech Landscape: Payments, by Category

BNPL

Checkout Experiences

Cross-Border Payment Solutions

Cryptocurrency and Digital Assets

Digital Wallets

Payment Gateways and Processors

Payment-Linked Loyalty/Rewards

Risk Management and Fraud Prevention

Subscription Management

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Reasons to Read

We discuss the US children’s and infants’ apparel and footwear market, which we define as catering for those up to 14 years old. We present the market size and growth outlook, plus key market drivers, competitive landscape and major trends among brands and retailers looking to better serve childrenswear retail.

  • Read all Coresight Research coverage of the apparel and footwear market.
  • Click here to view our full collection of Market Outlook reports.

Contents (Click to navigate)

Introduction

Market Performance and Outlook

Market Factors

Competitive Landscape

Themes We Are Watching

What We Think

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Reasons to Read

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.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2022 versus the comparable period in 2021.

Year-to-date data in this report are as of February 25, 2022 (corresponding to week 8 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2021 (the four weeks ended February 26, 2021).

  • Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.
  • 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 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.

Apparel and footwear brands and retailers are focusing on new strategies and solutions to tempt customers back to physical stores. We explore the ways in which stores can drive customer engagement and remove friction from the shopping process, with examples of recent innovations and developments.

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Reasons to Read

The demand for footwear continues in the US. We explain the competitive specialty retail footwear market, analyze what influences sales and present the following insights.

  • Factors driving the demand for footwear
  • How technology is helping footwear retailers thrive online
  • Four key themes that present opportunities in specialty footwear

Learn about the broader US footwear market in our Market Outlook.

Contents (Click to navigate)

Introduction

US Specialty Footwear Sector: Performance and Outlook

Market Factors

Online Market

Competitive Landscape

Themes We Are Watching

Retail Innovators

What We Think

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Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here.

  • In total, we estimate that the US fashion resale market saw a huge, 33% year-over-year increase in 2021, with many consumers refreshing their wardrobes as they returned to more normalized ways of living. We expect the market to continue its momentum in 2022, growing to $26 billion and capturing a 4.7% share of the total US fashion market.

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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 February 27, 2022, across multiple sectors: apparel and footwear brand owners (Gildan), beauty brands and retailers (Bath & Body Works), CPG (Herbalife Nutrition), department stores (Macy’s), e-commerce (Alibaba), food retailers (Sprouts Farmers Market), home and home-improvement retailers (Floor & Décor, Home Depot, Lowe’s and Wayfair) and off-price retailers (The TJX Companies).

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

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

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Reasons to Read

Coresight Research’s February 21, 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:

  • How consumers perceive inflation and its impact on their behavior
  • 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.

Read more about retailers’ strategies for combating inflation in this free report sponsored by NielsenIQ.

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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 into the four weeks ended January 23, 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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