Deep DiveIPOs in US and UK Retail: Online Retailers Maintain Strong Growth Momentum Coresight Research February 17, 2022 Reasons to ReadThe 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. Read our separate reports on mergers and acquisitions (M&A) and special purpose acquisition companies (SPACs), which offer an alternative exit path. 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 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—InfographicHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday Shoppers
Insight ReportInstacart’s Next Growth Steps: IPO, Acquisitions, Rapid Delivery and More Coresight Research February 17, 2022 Reasons to ReadInstacart is reportedly preparing for an IPO (initial public offering) in 2022. We examine the grocery delivery provider’s actions to diversify its service offerings beyond logistics, covering recent acquisitions and initiatives in fulfillment as a service and rapid delivery. Click here read our US grocery Market Outlook for 2022. Click here to read our report on IPOs in US and UK retail, which also discusses Instacart. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintSector Focus: Off-Price Shopping—Data GraphicRetail 2025: US Macro, Consumer and Retail OutlookWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All Stores
Insight ReportJanuary 2022 US Retail Sales: Total Sales Grow 8.2% Against Strong 2021 Comparatives Coresight Research February 17, 2022 Reasons to ReadUsing data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well in January 2022. This report covers the following: US total retail sales excluding gasoline and automobiles—year-over-year and two-year growth US total retail sales including gasoline and automobiles—year-over-year change US total retail sales excluding gasoline and automobiles—month-over-month change Retail sales growth by sector, including two-year 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. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—Infographic3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers
Free Data GraphicCoresight Bites: US Consumer Tracker—Consumers Return to Public Places Coresight Research February 17, 2022 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. The Coresight Research US Consumer Tracker provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. Our latest weekly consumer survey, undertaken on February 7, 2022, found that avoidance of public places is down 26 percentage points (PPTs) compared to a year ago, with a significant week-over-week decline of 5 PPTs. Avoidance is still higher than the 2021 summer low, but as consumers start to feel more confident re-entering public places and as indoor mask mandates are lifted in some states, we will monitor the overall avoidance rate to see if it moderates at a new, lower level. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusThe New Coresight 100: Leading the Retail Charge in 2025—InfographicData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025CEO Brief: Intelligent Inventory—Achieving Inventory Excellence
Deep DiveBeauty at US Department Stores: Four Growth Opportunities Coresight Research February 15, 2022 Reasons to ReadBeauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. In this report, we analyze the performance of, and outlook for, beauty sales in department store retail. We explore four key areas of growth for the category—covering live selling, inclusivity and more. Read more about US beauty sales in our regular US Apparel and Beauty Spending Tracker Access more Coresight Research insights on the department store sector in our Market Outlook. Contents (Click to navigate) Introduction What’s the Story? Why It Matters Beauty at US Department Stores: Coresight Research Analysis Market Overview The Beauty Category at Major US Department Stores: Key Metrics Four Key Focus Areas for Growth What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025
Deep DiveInternational Department Stores’ Growth Strategies: Five Learnings for US Retailers Coresight Research February 15, 2022 Reasons to ReadAs the US department store sector continues to recover from the impacts of the Covid-19 pandemic, it can look to international players for examples of key growth strategies and apply those learnings in fiscal 2022 and beyond. We highlight five strategies that international department store retailers are implementing to increase store and online traffic, expand their customer base and grow revenues in the pandemic-impacted environment. Our insights cover e-commerce, nontraditional retail services, livestreaming, sustainability and more. Read more Coresight Research coverage of department store retail. Contents (Click to navigate) Introduction Five International Department Stores’ Growth Strategies: Coresight Research Analysis 1. Offer Local Services 2. Expand into New Services (Beyond Traditional Services) 3. Engage with Consumers Through Live Selling 4. Offer Fast, Free Delivery 5. Invest in the Circular Economy What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsThree Data Points We’re Watching This Week, Week 3: Retailer FocusThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Ends 2021 with Mid-Teens Growth Coresight Research February 15, 2022 Reasons to ReadThe 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 December 26, 2021, across the following metrics: Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as growth from two years prior 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. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:US CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer
Insight Report2022 US Tax Tracker #1: IRS Issues $9.5 Billion in Refunds To Kick Off Filing Season Coresight Research February 15, 2022 Reasons to ReadEach year, the IRS reports tax return filings and refunds on a weekly basis. This year, the filing deadline is on April 18. In our first report of the season, we look at what has happened in the 2022 tax filing season so far, as of February 4, 2022. This report covers the following: Number of returns filed and processed, and total and average refunds returned, as of February 4, 2022 Total annual refunds disbursed, 2016–2022YTD Click here to read our wrap-up report on the 2021 tax filing season. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XEarnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores
Insight ReportFebruary 2022 Leading Indicators of US Retail Sales: Strong Job Growth and High Inflation To Support Retail Sales Coresight Research February 15, 2022 Reasons to ReadCoresight Research’s monthly Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data, as of the end of January 2022. This report includes discussion of the following 10 indicators: Unemployment rate Labor force participation rate Disposable income Average hourly wages Consumer sentiment Saving rate Gas prices Interest rate Housing starts Home price index Click here read the previous report in this series. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The Next Frontier of CommerceAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday Weekend
Deep DiveRetail-Tech Landscape: Last-Mile Delivery Solutions Coresight Research February 15, 2022 Reasons to ReadRetailers are focused on improving their last-mile capabilities to meet increasing demand from consumers for fast and convenient delivery services. This Retail-Tech Landscape presents selected startups globally that provide last-mile delivery technologies—covering automated dispatching, autonomous driving, robotics integration and more. Read our Playbook: Evolving the Last Mile in the US report to learn about four key strategies that US retailers can adopt to gain a competitive advantage in the last mile. 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: Last-Mile Delivery Solutions Retail-Tech Landscape: Last-Mile Delivery Solutions—Infographic Retail-Tech Landscape: Last-Mile Delivery Solutions, by Category Automated Dispatching Autonomous Driving Technology Parcel Locker Systems Robotics Integration Route Optimization Technology Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Tariffs and Earnings: What Companies Have Reported—Data GraphicUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data Graphic
Deep DiveUS Consumer Tracker: Consumers Return to Public Places Coresight Research February 15, 2022 Reasons to ReadCoresight Research’s February 7, 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACThree Data Points We’re Watching This Week, Week 15: US CPG LatestWeekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—Again
Insight ReportEarnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise Guidance Coresight Research February 14, 2022 Reasons to ReadOur 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 13, 2022, across multiple sectors: beauty brands and retailers (Coty and L’Oréal), drugstore retailers (CVS Health) and luxury (Tapestry). Click here to read Week 2 of the Earnings Insight 4Q21 series. Click here to read 3Q21 Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Weekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik
Free Data GraphicThree Things You Need To Know: Market Outlook—US Department Store Retailing Coresight Research February 14, 2022 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. Our Market Outlook examines the size and trajectory of the US department store sector and key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape and three themes we are watching in 2022 and beyond. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining Operations
Insight ReportLivestreaming Latest, February 2022: Collaborations Invigorate the Live Shopping Experience Coresight Research February 14, 2022 Reasons to ReadWe present recent market developments in the global livestreaming space, including key partnerships and investment activity. We also discuss three notable livestreaming trends—namely, the use of livestreams to capture Chinese New Year spending, the rise of collaborations and media companies’ expansion into live shopping. We offer examples of recent livestreaming events from brands and retailers globally, with highlights from Marks & Spencer, Selfridges, Switcher and TikTok. 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 expansion of monetization tools for creators and new live shopping events from the social media giants. Click here to read more Coresight Research coverage of livestreaming. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s Next2025 Tariffs: Impacts on the US Consumer Economy—InfographicSector Focus: Home and Home-Improvement Shopping—Data Graphic
Deep DiveUS Denim Market: An Inflection Point for Jeans as Skinny’s Dominance Fades Coresight Research February 14, 2022 Reasons to ReadDenim has long been at the top of US consumers’ shopping lists, but suffered a double-digit decline in 2020 amid the pandemic. Following strong recovery in 2021, we discuss growth estimates for 2022 and beyond as well as major market drivers and key themes in the denim space. Click here for all Coresight Research coverage of apparel brands and retailers. Contents (Click to navigate) Introduction US Denim: Performance and Outlook Market Factors Competitive Landscape Themes We Are Watching What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersFive Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil
