Market Navigators/Market OutlookMarket Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong Growth Coresight Research December 8, 2021 Reasons to ReadWe provide updated outlooks for the apparel and footwear specialty retail sectors in the US, the UK and China in 2022 and beyond, building on our report published in May 2021. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Our apparel and footwear market outlook report covers overall consumer spending on apparel and footwear and considers the competitive landscape of apparel brand owners. Click here to read all Coresight Research Market Outlook 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:Retail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and More4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUS Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok
Free Data GraphicCoresight Bites: US Consumer Tracker—Omicron Variant Drives Heightened Consumer Concern Coresight Research December 8, 2021 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, conducted on November 29, 2021, asked about consumer sentiment surrounding a potential Covid-19 wave this winter following news of the new Covid-19 Omicron variant. We compare our survey data to before the announcement of the discovery of the new variant (November 8). Click here to read our first thoughts on the implications of Omicron for retail. Click the image below to access our findings from the latest weekly survey. This document was generated for Other research you may be interested in:Innovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Economic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data Graphic
Deep DiveHeadless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure Coresight Research December 8, 2021 Reasons to ReadCoresight Research and Nogin’s three-part report series, Headless Commerce, explores the emerging commerce-as-a-service (CaaS) space in the US and the key trends in the market. We leverage findings from an October 2021 Coresight Research survey of e-commerce leaders in the US to identify the key challenges and benefits in building and using e-commerce infrastructure and tools. In this report, our analysis and insights cover the following topics: The impact of, and retailers’ response to, the Covid-19 pandemic The evolution of commerce and the e-commerce infrastructure landscape The move to headless commerce—including survey respondents’ satisfaction with their existing platforms, the obstacles to adopting CaaS solutions and retailer readiness for CaaS across different business areas This free report is sponsored by Nogin, a CaaS full-stack e-commerce platform that includes R&D (research and development), sales optimization, machine learning, and AI (artificial intelligence)-driven marketing and fulfillment. Click here to read more Innovator Research from Coresight Research. Non-subscribers can access the report by completing the form on this page. 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store Openings
Insight ReportEarnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance Coresight Research December 7, 2021 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 third-quarter 2021 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the third 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 December 5, 2021, across multiple sectors: apparel and footwear brand owners (PVH Corp.), beauty brands and retailers (Ulta Beauty) discount stores (Dollar General, Five Below and Ollie’s Bargain Outlet) and food retailers (Kroger). Click here to read Week 5 of the Earnings Insights 3Q21 series. Click here to read 2Q21 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:Amazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and ValueAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey
Free Data GraphicHoliday Bites: Underwhelming US Digital Sales on Thanksgiving, Black Friday and Cyber Monday 2021 Coresight Research December 7, 2021 Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail. Click here to access our US Holiday Retail 2021 Databank. Click the image below to read our free report on digital sales during Cyber Week 2021. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store EstateAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraThe STORE Framework for Driving Innovation in Retail
Deep Dive2022 Retail and Technology Outlook—Preparing for a Year of Transition Coresight Research December 7, 2021 Reasons to ReadCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. We cover multiple channels, sectors or markets; most sections of this report focus on the US market, but we include discussion of China e-commerce. Moreover, two of our markets—luxury and technology—are truly global. Contents (Click to navigate) What’s the Story? US Outlook US Context US Food Retailers, Mass Merchandisers, Warehouse Clubs and Discount Stores US Apparel and Footwear Retailing US Department Store Retailers US Beauty Retailing US and China E-Commerce The Global Luxury-Goods Market Global 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:US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresConsumer Optimism Softens Ahead of Golden Week: China Consumer Survey Insights
Deep DiveUS Consumer Tracker: Omicron Variant Drives Heightened Consumer Concern Coresight Research December 7, 2021 Reasons to ReadCoresight Research’s November 29, 2021, 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: Consumers’ concerns over a winter rise in infections What consumers are doing and where they are going—including avoidance of public places What shoppers are buying online and in-store 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:Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over Year
Deep DiveUK Department Stores: Change Provides Opportunity Coresight Research December 6, 2021 Reasons to ReadThe UK department store sector continues to undergo huge transformation due to changes in consumer shopping behavior, which have been driven in the past 18 months by the Covid-19 pandemic. In this report, we analyze the recent performance of the UK department store sector and explore how change presents opportunities for future growth. We discuss the competitive landscape and present three trends that we expect to shape the sector moving forward. Our analysis focuses on the six largest UK department stores—Debenhams, Harrods, House of Fraser, John Lewis, Marks & Spencer and Selfridges—and includes insights into the following key topics: Market share breakdown by major players In-store revenue trends E-commerce growth Sector consolidation and store optimization New services—including rental, resale, refill, repair and healthcare Apparel brand launches and collaborations Contents (Click to navigate) What’s the Story? Why It Matters UK Department Stores: Coresight Research Analysis Market Size Competitive Landscape Three Trends in the UK Department Store Sector 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 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
Insight ReportThe 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time? Coresight Research December 6, 2021 Reasons to ReadOur The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In this report, we examine the impacts of the supply chain crisis on major US retailers through the holiday season. We present insights and retailer commentary across the following key areas: Out-of-stocks in apparel and electronics (two popular holiday gifting categories) Off-price retail opportunities Strategies by retailers to address near-term supply chain challenges Click here to read more Coresight Research coverage of US holiday retail. Click here to access our US Holiday Retail 2021 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:Innovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights
Deep DivePathway to Agility in Merchandising: Three Actions That Retailers Must Take in 2022 Coresight Research December 6, 2021 Reasons to ReadOver the next few years, retailers face an uphill task of adapting to the new shopper’s changed preferences and shopping habits in the post-Covid era. We explore the importance of agility in merchandising—in other words, the ability to respond to changing market trends and consumer behavior. We present three key actions that retailers must take in 2022 to achieve effective merchandising execution while ensuring shopper-centricity. This report leverages findings from an October 2021 Coresight Research survey of global retail merchandising decision-makers in grocery and drugstore retail. Our analysis and insights cover the following topics: The use of software/digital platforms for space management and planning Merchandising areas/processes that retailers believe need a technology upgrade The future-proofing of merchandising capabilities This free report is sponsored by One Door, an artificial intelligence (AI)-powered cloud-based retail merchandising execution platform. Click here to read more Innovator Research from Coresight Research. Click here to view the Event Presentation. Non-subscribers can access the report by completing the form on this page. Contents (Click to navigate) What’s the Story? Why It Matters Pathway to Agility in Merchandising Execution: Three Actions That Retailers Must Take in 2022 State of Retail Merchandising and Way Forward: Key Survey Findings Merchandising Execution Is More Difficult Now Than Ever In-Store Merchandising Technology Integration of Merchandising Processes Most Retailers Are Using Merchandising Software Future-Proofing Merchandising Execution Moving Faster Toward Agility in Merchandising What We Think Methodology 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 Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic
Analyst CornerWeinswig’s Weekly: The Stickiness of Online Grocery—Persisting into 2022 Coresight Research December 5, 2021 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 how online grocery demand is remaining buoyant and its prospects for 2022. 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:Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet Naik
Free Data GraphicThree Things You Need To Know: E-Commerce Outlook—Global Luxury Coresight Research December 3, 2021 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. As with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. Luxury brands, which have typically been slow to digitalize, have had to accelerate their digital strategies by several years. As part of Coresight Research’s E-Commerce Outlook series, we discuss the global luxury e-commerce market and its major drivers. We examine the competitive landscape, market innovators and key themes for 2022 and beyond. Read our other E-Commerce Outlooks, or click here to access more coverage of the luxury market. This document was generated for Other research you may be interested in:Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicRetail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreSector Focus: Luxury Goods—Data GraphicInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf Performance
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% Year over Year Coresight Research December 3, 2021 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 year to date in 2021 What is happening in retail in the US and UK this week Year-to-date 2021 major US and UK store openings and closures This week, there are highlights from Amazon in the US and Clarks, Foot Locker and Superdry in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Allbirds and Citi Trends. 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 2021 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:Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterThe Future of AI, Supply Chains and Sustainability: Insights from CES 2025Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation
Flash ReportOmicron Implications for Retail: First Thoughts Coresight Research December 2, 2021 Reasons to ReadThe first US case of the new coronavirus variant, Omicron, has been reported in California. In this free report, we examine the potential implications of the new variant for retail in the near future and for the months ahead. 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 SlowdownUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKInnovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer Vision
Flash ReportHoliday 2021: US Store Traffic Jumps, Digital Sales Underwhelm During Cyber Week Coresight Research December 2, 2021 Reasons to ReadThis year, consumers migrated back to in-store shopping during Cyber Week, impacting digital sales. In this free report, we discuss digital sales performance on Black Friday and during Cyber Week in the US, covering the following: US retailers’ digital revenues and year-over-year growth, with data from Adobe Analytics and Salesforce The boost to digital sales provided by pickup services US retailers’ average discount rates through Cyber Week versus last year Popular product categories among US shoppers Click here to read more Coresight Research coverage of US holiday retail. Click here to access our US Holiday Retail 2021 Databank. 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:Innovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer VisionInnovator Matrix: MarTechUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last?NRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and Others
