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The competitive apparel and footwear specialty market in the US is led by rivals American Eagle Outfitters and Gap Inc. As part of our Head-to-Head series, we compare the key metrics and business strategies of the two companies, including revenue, market share, store strategy and customer demographics.

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  • 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.
  • Coresight Research’s measure of core retail sales is the unadjusted year-over-year change, excluding gasoline and automobiles. As reported by the US Census Bureau, January 2022 saw healthy growth versus 2021, boosted by continued average hourly wage growth in a strong month of job creation. Amid the surge of Omicron in the US, consumers spent more on goods rather than services as they increased their avoidance of public places in January.

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Reasons to Read

The 2022 Chinese New Year holiday lasted from January 31 to February 6. We review the holiday, covering the following key topics:

  • Travel
  • Winter Olympics—including Covid-19 restrictions and sportswear demand
  • Duty-free shopping
  • Improved logistics for remote gifting and food & beverage retail
  • Popular gift products

Read our preview of the Chinese New Year retail opportunity.

Read our flagship yearly report on Chinese e-commerce trends here

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Reasons to Read

Digitally native vertical brands (DNVBs) continue to grow in the US beauty and personal market.

Our analysis of the market covers the following key topics:

  • Market size and factors contributing to the growth of DNVBs
  • The competitive landscape
  • Four current trends, including strategies for consumer engagement by DNVBs

Read our separate reports for more on DNVBs, with a focus on the US apparel and footwear market and the US food, beverage and food supplement market.

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Reasons to Read

Digitally native vertical brands (DNVBs) are a small but growing presence in the US food, beverage and food supplement markets. We discuss sector sales and explore the competitive landscape, identifying three key trends that are driving sector growth.

Read our separate reports for more on DNVBs, with a focus on the US apparel and footwear market and the US beauty market

Contents (Click to navigate)

Introduction

What’s the Story?

Why It Matters

DNVBs in the US Food, Beverage and Food Supplement Market: Coresight Research Analysis

Total Sales by DNVBs in the US Food, Beverage and Food Supplement Market

Competitive Landscape

Key Trends

What We Think

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We present findings from our latest weekly US consumer survey, undertaken on February 14, 2022. This report provides an update on overall consumer behavior and shopping trends. Read our previous US Consumer Tracker reports for more on the trends we are seeing from week to week.

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Reasons to Read

In January 2022, UK retail sales continued to grow year over year as the Omicron variant receded.

We review monthly data for UK retail in total and by sector, covering the following:

  • The trend in total value and volume retail sales growth over the last 13 months
  • Value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months
  • Two-year growth rates, in total and by sector
  • Growth in online retail sales, by major sector
  • A Covid-19 lockdown timeline

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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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.

 We point to physical stores likely clustering around one or more of four functions in the coming years, as shown in our Future of Stores Matrix.

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Reasons to Read

The infinite metaverse environment holds huge opportunity for retail. Retailers can be open for business 24/7, offering engaging and immersive virtual spaces to connect with consumers as well as exclusive digital assets.

This Retail-Tech Landscape comprises selected startups globally that are helping to shape the metaverse.

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: The Metaverse

Trends in the Metaverse

Retail-Tech Landscape: Metaverse—Infographic

Retail-Tech Landscape: Metaverse, by Category

Digital Avatars

E-Commerce

Gaming

Marketplaces

NFTs

Virtual Worlds

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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” outlines and answers four questions brands and retailers should be considering on the metaverse.

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

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

As part of Coresight Research’s Head-to-Head series, we compare Aldi and Lidl, two major players in discount grocery retail. We provide insights into the two companies’ business strategies, brand usage, growth strategies, and e-commerce initiatives.

Click here to read the latest report in the series, Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.

Contents (Click to navigate)

Introduction

Aldi vs. Lidl: Coresight Research Analysis

  1. Company Overview
  2. Sales Performance
  3. Business Strategy
  4. Growth Strategy
  5. Brand Usage
  6. E-Commerce Strategy

What We Think

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Reasons to Read

We assess US retail traffic in January 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

We present insights from the Brand Bharat Summit—a virtual event focusing on lower-tier cities and villages in India—held on January 27, 2022.

This report covers the following key topics for brands looking for growth opportunities in the Bharat market:

  • The importance of taking a regional-focused approach
  • The role of voice, video and vernacular in driving consumer engagement
  • The implications of the pandemic-led increase in digital adoption among consumers
  • Financial inclusion
  • Metaverse opportunities

For more on the India market, read our separate 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 Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Capri Holdings, CVS Health, Tapestry, Under Armour and Your CBD Store.

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 UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area.

Contents (Click to navigate)

What’s the Story?

Why It Matters

IPOs in US and UK Retail: Coresight Research Analysis

Key Retail Sectors for IPOs

Aftermarket Performance of Recently Completed Retail-Focused IPOs

Upcoming Noteworthy Retail and Consumer Goods IPOs

Key Considerations for Private Retailers Entering the Public Market Via IPOs

Five Key Insights into the Growth of Retailed-Focused IPOs

Potential Headwinds

What We Think

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