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:Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led Workflows
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:From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsHigher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey Insights
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:Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Three Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025
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:CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AISector Focus: Department Stores—Data Graphic
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:Sector Focus: Off-Price Shopping—Data GraphicUS Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square FeetHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes Stores
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:Holiday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments
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:Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XThe New Coresight 100: Leading the Retail Charge in 20252025 Tariffs: Impacts on the US Consumer Economy—Infographic
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:Financial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerUS Retail and Consumer Outlook: June 2025Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John Mercer
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:US CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
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 UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearDiwali’s Global Rise Is Reshaping the Retail Growth CycleOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers
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:Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Three Data Points We’re Watching This Week, Week 8US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?
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:Weekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetWeekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Weekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John Mercer
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:The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over Year
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:The STORE Framework for Driving Innovation in RetailGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John Mercer
Analyst CornerWeinswig’s Weekly: Could This Valentine’s Day Mark the Real Return to Normal? Coresight Research February 13, 2022 Reasons to ReadIn 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 the Valentine’s Day holiday as a potential turning point for retail. 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. 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:Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer
