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:Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav PitaliyaNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and Target
Deep DiveGlobal Luxury Resale Market: Will Stellar Growth Trends Continue? Coresight Research February 11, 2022 Reasons to ReadThe global luxury resale market saw a surge in 2021 and is set to continue its rapid growth in 2022 and beyond. We examine following key areas: Global market size and growth trajectory Major players in the space Key drivers of growth and headwinds for the market Interested in luxury? Read our recent reports on brand mashups in luxury and the US jewelry market. Contents (Click to navigate) Introduction The Global Luxury Resale Market: Coresight Research Analysis Market Size and Composition Market Segmentation Competitive Landscape How Major Players Are Taking on Luxury Resale Tailwinds and 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:Hot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionSNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store
Market Navigators/Market OutlookMarket Outlook: US Department Store Retailing—Consolidation and Digitalization Mark a Diminished Sector Coresight Research February 11, 2022 Reasons to ReadIn this Market Outlook, we examine the size and trajectory of the US department store sector and key factors impacting growth. We discuss the performance and outlook for e-commerce in the US, as well as the overall sector’s competitive landscape. This report also presents three themes we are watching in 2022 and beyond—covering livestreaming, category expansion and the supply chain. Read more Coresight Research coverage of department store retail. Click here to view our full collection of Market Outlook Contents (Click to navigate) Introduction Market Performance and Outlook Market Factors Online vs. Physical Store Sales 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:Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusRetail-Tech Landscape: Supply Chain TechnologyRetail-Tech Landscape: Israel—January 2025 UpdateThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2022, Week 6: US Openings Up 6% as Aldi Announces Store Expansion Plan Coresight Research February 11, 2022 Reasons to ReadOur 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 Aldi, Charming Charlie and Scotch & Soda in the US, and Game, Hamleys 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 Murphy USA, Ralph Lauren, Sally Beauty and Skechers. 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. 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:NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?
Deep DiveHead-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc. Coresight Research February 10, 2022 Reasons to ReadThe competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies and performance, as well as the following key topics: Strategic partnerships, acquisitions and investments Efforts to improve the customer experience through technology Customer demographics such as age and income Click here to read the latest report in the series, Head-to-Head in India’s Apparel Retail Market: Aditya Birla Fashion and Retail Limited vs. Arvind Fashions Limited. Read more Coreight Research coverage of the apparel and footwear market. Contents (Click to navigate) Introduction American Eagle Outfitters vs. Gap Inc.: Coresight Research Analysis Revenue Growth Operating Margins Shopper Profiles Key Business Strategy Business Expansion Through M&A and Key Strategic Partnerships Data-Driven Personalization, Inventory Management and Marketing Brick-and-Mortar Strategy and Digital Expansion ESG Initiatives 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:Analyst Corner: Understand Who Shops Where in US Retail, with John MercerCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights
Free Data GraphicThree Things You Need To Know: M&A in the Global Luxury Market Coresight Research February 10, 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. We examine recent M&A (mergers and acquisitions) activity in the global luxury market and the key areas of growth. We discuss the implications of luxury players’ expansion strategies for the future of the market. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%
Event CoverageRetail-Tech Landscape: NRF 2022—Technology Innovators Coresight Research February 10, 2022 Reasons to ReadCoresight Research presents a landscape of the innovative global startups that exhibited at NRF 2022: Retail’s Big Show. For more on retail technology at NRF 2022, see our three-part Innovative Technology Startups report series. Read our insights from the full event in our separate report, NRF 2022 Wrap-Up: The Metaverse, Livestreaming E-Commerce and Value of Data. To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here. 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:Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysPlaybook: GenAI to Agentic AI—From Pilot to PowerhouseEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—Infographic
Event PresentationFrench Founders Club: 10 Insights from CES and NRF 2022 Coresight Research February 10, 2022 Reasons to ReadOn February 10, 2022, Coresight Research presented at French Founders Club to share our top 10 insights from CES 2022 and NRF 2022: Retail’s Big Show. This presentation covers the following topics: US retail outlook on the economy Customer expectations around choice and personalization Supply chain challenges and solutions Data as the currency of the future The role of physical stores Video commerce and livestreaming Sustainability Bio-wearables The building blocks of the metaverse The expansion of the metaverse For more insights from CES 2022 and NRF 2022, read our separate reports. Our Retail-Tech Landscape presents innovators that exhibited at NRF 2022: Retail’s Big Show. See more Coresight Research coverage of livestreaming, sustainability and retail 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:Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level
Insight ReportSustainability in CPG: Initiatives To Address Deforestation, Plastic Waste and More Coresight Research February 9, 2022 Reasons to ReadSustainable products are driving growth in the CPG (consumer packaged goods) sector. We examine three key sustainability strategies being implemented by major nonfood CPG companies globally, with selected examples of new products and partnerships in the sector. The appendix lists the key long-term sustainability goals of the largest CPG companies. Coresight Research believes that sustainability will remain one of the foremost multiyear trends to watch in retail. Read more Coresight Research coverage of sustainability in retail. Brands and retailers can look to Coresight Research’s EnCORE framework to internalize a sustainability strategy. Contents (Click to navigate) Introduction Sustainability in CPG: Coresight Research Analysis What We Think Appendix 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 Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—Infographic
Market Navigators/Market OutlookMarket Outlook: US Grocery Retailers—Channel Stickiness To Persist Coresight Research February 9, 2022 Reasons to ReadIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We present our outlook for the trajectory of the US grocery market and key factors impacting growth, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Click here to read our US Consumer Tracker Extra full-year review of US consumer behavior in 2021. For our US online grocery survey 2021 findings, click here. Contents (Click to navigate) Introduction Total US Grocery Market Performance and Outlook Market Factors US Online Grocery Market Performance and Outlook Competitive Landscape Themes We Are Watching Retail Innovators 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 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicDeeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach
Market Navigators/Market OutlookMarket Outlook: UK Apparel and Footwear Retailing—Still in Recovery Mode Coresight Research February 9, 2022 Reasons to ReadIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. For more insights on fashion retail, read our recent reports on brand mashups, sustainable fashion and Shein. Click here to read more Market Outlook reports. Contents (Click to navigate) What’s the Story? Market Performance and Outlook Market Drivers Online Market Competitive Landscape Retail Innovators 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:Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic
Free Data GraphicThree Things You Need To Know: M&A in Apparel and Footwear—US and UK Coresight Research February 9, 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. Mergers and acquisitions (M&A) provide a strong option for value creation. Our report analyzes 2021 apparel and footwear-focused M&A activity in the US and the UK, detailing selected major transactions that completed last year. We also discuss the prospects for, and drivers of, M&A growth 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:Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores
Insight ReportFive Trends in US Off-Price Retail: External Pressures and Internal Shifts Drive Change for Traditional Players Coresight Research February 8, 2022 Reasons to ReadWe present five key trends in the US off-price retail sector, exploring external pressures and internal shifts. We cover the following key topics: Specialization Physical store expansion External competition E-commerce developments Growth momentum post pandemic This report includes examples of recent developments by major brands and retailers—namely, Burlington Stores, Nordstrom, Ross Stores and The TJX Companies. Read more Coresight Research coverage of off-price 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:Five Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s NextFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail Landscape
Deep DiveUS Consumer Tracker: Renewed Shifts in Consumer Activities and Spending Coresight Research February 8, 2022 Reasons to ReadCoresight Research’s January 31, 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. 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 Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFDeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StoreAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie Poon
Insight ReportEarnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon Coresight Research February 8, 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 6, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear, Deckers Outdoor Corporation, Hanesbrands, Ralph Lauren, Skechers and VF Corporation), beauty brands and retailers (Estée Lauder), CPG (Clorox and Colgate-Palmolive), e-commerce companies (Amazon) and luxury (Capri Holdings). Click here to read Week 1 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 16: US Easter ExpectationsSingles’ Day 2025 Around the World—Global ObservationsHigher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsUS Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning
