Deep DiveThe Growth of Micro-Fulfillment Technology in US Grocery Coresight Research November 29, 2021 Reasons to ReadMicro-fulfillment centers (MFCs) are currently one of the most pressing topics in grocery retail, amid the pandemic-driven acceleration of online grocery adoption, consumer preferences for rapid delivery and retailers’ need for a profitable online strategy. We profile MFC technology and cover key drivers, trends and challenges within the US grocery industry. Read about rapid delivery in US grocery and find all Coresight Research coverage of grocery retailers here. 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: A Turning Point for US Consumers and the Economy?US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Analyst CornerWeinswig’s Weekly: Target and Walmart Have Loaded Up on Inventory To Capitalize on an Expected Strong Holiday Season Coresight Research November 28, 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 Target and Walmart are overcoming supply chain bottlenecks to capitalize on expected strong holiday demand. 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:Deeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Insight ReportUS Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by One-Fifth Coresight Research November 26, 2021 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers data from October 2021. We discuss changes in US consumer spending, year over year and on a two-year basis, across the following sectors: Footwear Clothing, comprising the subcategories of children’s, women’s and men’s clothing Selected beauty categories We also present our estimates for year-over-year growth in the clothing, footwear and beauty categories in the coming months. 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. 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 Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and OthersHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetWeekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% Year over Year Coresight Research November 26, 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 CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Abercrombie & Fitch, American Eagle Outfitters, Bath & Body Works, Best Buy, Burlington Stores, Dollar Tree, Family Dollar, Foot Locker, Golf Galaxy, Guess?, Macy’s and Williams-Sonoma. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026Innovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewWeekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over Year
Free Data GraphicThree Things You Need To Know: Market Outlook—UK Grocery Retailers Coresight Research November 26, 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. The UK grocery market has been one of the major beneficiaries of the shift in consumer behaviors amid the Covid-19 pandemic. Our Market Outlook explores the market’s recent performance, including future growth drivers and challenges. We also outline the UK grocery competitive landscape and key themes for the market moving forward. Read our other Market Outlooks, or click here to access more coverage of grocery retail. This document was generated for Other research you may be interested in:US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer CautionShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesDiwali’s Global Rise Is Reshaping the Retail Growth CycleEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week
Free Data GraphicCoresight Bites: Further Slow Growth in UK Retail Sales Ahead of the Holiday Coresight Research November 25, 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. 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. In October 2021, UK retail sales growth returned to modest growth, year over year, ahead of the holiday season. Against the more consistent comparatives of 2019, October retail sales growth saw an acceleration from August and September, representing the fifth strongest month of growth compared to pre-pandemic values in 2021. Click the image below to read more about the latest UK retail sales data. This document was generated for Other research you may be interested in:Sentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer
Market Navigators/Market OutlookMarket Outlook: UK Grocery Retailers—Pandemic Creates Opportunities for Instant Commerce Channel Coresight Research November 25, 2021 Reasons to ReadThe UK grocery sector has been one of the major beneficiaries of the shift in behaviors amid the pandemic. In this Market Outlook, we present our expectations for market growth in 2021 and 2022, as well as growth drivers and challenges, a competitive landscape and key themes in UK grocery. Click here to read Coresight Research’s sector coverage of grocery retailers. For all of our Market Outlook reports, click here. Contents (Click to navigate) What’s the Story? UK Grocery Retail: 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 Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar
Company ProfileAldi Company Profile Coresight Research November 24, 2021 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated. Click here to see our full Coresight 100 list and related 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 2025: US Retail Predictions—Midyear Trends UpdateUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicUS Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025
Deep DiveUS Apparel and Footwear Distribution: Winning and Losing Channels Amid Market Upheaval Coresight Research November 24, 2021 Reasons to ReadUS apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of five key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers. We illustrate the development of category sales by sector and by major retailers, and include our ranking of the 10 biggest retailers of apparel and footwear in the US, by sales and market share. Read about the growth of digitally native vertical brands (DNVBs) in the US apparel and footwear market and find all Coresight Research apparel and footwear coverage here. Contents (Click to navigate) What’s the Story? US Apparel And Footwear Distribution: Coresight Research Analysis Market Overview Sales Channel Insights Department Stores: Recapturing Market Share Via Younger Consumers Online-only Retailers: Faster Deliveries, Optimized Websites and Better Product Assortments Mass Merchandisers: Market Leaders Target and Walmart Step Up Their Apparel Focus Specialty Retailers: Off-Price and Luxury Set for Strong Recovery Warehouse Clubs: Important Destinations for Apparel Shoppers What We Think Implications for Apparel Brands/Retailers 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 12: US Retail and Consumer LatestFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandSingles’ Day 2025 Around the World—Global ObservationsCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
Free Data GraphicThree Things You Need To Know: US Consumer Tracker—Supply Chain Crisis Worries Holiday Shoppers Coresight Research November 24, 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. Coresight Research’s November 15, 2021, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 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. This document was generated for Other research you may be interested in:Analyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Analyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp Slowdown
Insight ReportEarnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Coresight Research November 23, 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 November 21, 2021, across multiple sectors: beauty brands and retailers (Bed Bath & Beyond), department stores (Macy’s and Kohl’s), e-commerce players (Alibaba and JD.com), home and home-improvement retailers (Home Depot and Lowe’s), luxury e-commerce (Farfetch), mass merchandisers (Target and Walmart), off-price retailers (Ross Stores and The TJX Companies) and warehouse clubs (BJ’s Wholesale Club). Click here to read Week 3 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:Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsThe Intelligent Inventory Playbook: How to Approach Inventory Excellence
Deep DivePlaybook: How Retailers Can Capitalize on Opportunities in M&A and SPACs Coresight Research November 23, 2021 Reasons to ReadThe Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. Coresight Research has identified the rise of SPACs (special purpose acquisitions companies) as one of the key trends to watch in retail. In this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs. We also detail a four-step action plan that retailers and brand owners should take to maximize the benefits of an M&A deal—both traditional and through SPACs—and present two approaches to countering key challenges in M&A/SPACs. Read our separate reports for more on noteworthy M&A completed transactions and opportunities in SPACs. Contents (Click to navigate) What’s the Story? Why It Matters M&A and SPACs in Retail: A Playbook Four Key Strategies To Adapt to Recent Trends in M&A A Four-Step Action Plan for Retailers To Maximize M&A Benefits Two Approaches for Retailers To Counter Key Challenges 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights
Deep DiveUS Consumer Tracker: Supply Chain Crisis Worries Holiday Shoppers Coresight Research November 23, 2021 Reasons to ReadCoresight Research’s November 15, 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’ expectations for the holiday season and how they expect to change their behavior as a result 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:Sector Focus: Luxury Goods—Data GraphicUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Free Data GraphicHoliday Bites: Thanksgiving, Black Friday and Cyber Monday—The Rise of Online Shopping Coresight Research November 23, 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. See our previous Holiday Bites for US consumer expectations of how they will shop during Thanksgiving, Black Friday and Cyber Monday this year. This document was generated for Other research you may be interested in:The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
Insight ReportOctober 2021 UK Retail Sales: Further Slow Growth Coresight Research November 22, 2021 Reasons to ReadIn October 2021, UK retail sales growth returned to modest growth, year over year, ahead of the holiday season. We review monthly data for UK retail in total and by sector, covering the following: The trend in total value and volume retail sales growth over the last 13 months Value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months Two-year growth rates, in total and by sector Growth in online retail sales, by major sector A Covid-19 lockdown timeline Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports. 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: Homecare and Health Dominate at the Start of 2025Seasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey Insights
