Analyst CornerWeinswig’s Weekly: Going to the Mall in Los Angeles? Bring Your Vaccine Card Coresight Research November 14, 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 vaccine mandates for entry into malls, restaurants and other public places in the US. 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:Resilience Now: Turn Tariff Uncertainty into Opportunity Using AIConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 45: US Store Openings Up 60% Year over Year Coresight Research November 12, 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 Fleet Feet, Primark and Shoppers in the US and Amazon, House of Fraser and Smyths Toys in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Lumber Liquidators, Office Depot, Sprouts Farmers Market and Watches of Switzerland. 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:Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All StoresWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores
Insight ReportSingles’ Day 2021 Early Observations as Sales Total $139 Billion Coresight Research November 12, 2021 Reasons to ReadWe provide an early review of the successes and initiatives among China’s major e-commerce companies during this year’s Singles’ Day shopping festival. We explore the key initiatives they used to drive sales, including focusing on sustainability and augmented reality (AR) and AI-driven technologies. Click here for all Coresight Research coverage of Singles’ Day. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintDiwali’s Global Rise Is Reshaping the Retail Growth CycleHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—Infographic
Deep DiveLast-Mile Transformation: Agility and Efficiency Take Priority Coresight Research November 12, 2021 Reasons to ReadThis report is part of Coresight Research’s series of roundtable discussions and research reports, entitled The New Age of Customer-First Supply Chains, in which we present key insights into strategic areas in which brands and retailers can take action to build a resilient and profitable supply chain. We explore how retailers are adopting tools and technologies to reshape the last mile to be more agile, efficient and responsive to consumer demand. We cover last-mile transformation strategies including dark stores, delivery platforms, micro-fulfillment centers, BOPIS and more. Read our previous reports in the series, on the four pillars to building a resilient supply chain, intelligent demand forecasting and on-demand manufacturing, customer-centric commercial collaboration, and supply chain visibility. Contents (Click to navigate) What’s the Story? Why It Matters Last-Mile Transformation: Coresight Research Analysis Dark Stores Bring Fulfillment Closer to Consumers Store-Based Delivery Platforms Are Becoming More Creative Micro-Fulfillment Centers Leverage Automation To Enable Rapid Delivery Alternative Modes of Fulfillment Are Gaining Popularity Product Returns Are Reinventing the E-Commerce Experience 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:AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights
Insight ReportAlibaba’s 11.11 Global Shopping Festival 2021: A Singles’ Day Primer Coresight Research November 11, 2021 Reasons to ReadThe second official sales period for Singles’ Day 2021, the world’s largest online shopping festival, is being held on November 11. We discuss key initiatives from Chinese e-commerce giant Alibaba for this year’s event, covering luxury, livestreaming and international brands. Click here to read more about Singles’ Day 2021, as well as further Coresight Research coverage of past Singles’ Day events. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights
Insight ReportLivestreaming Latest, November 2021: Live Shopping Marathons on Facebook and Instagram Coresight Research November 11, 2021 Reasons to ReadWe present recent market developments in the global livestreaming space, including M&A activity and investments. We also discuss three notable livestreaming trends— namely, the launch of marathon live shopping events, the growing use of partnerships and the expansion of live shopping into new markets. We offer examples of recent livestreaming events from brands and retailers globally, with highlights from Hyundai, LG, L’Oréal Paris and Yves Rocher. 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 growing popularity of in-store and embedded videos. Watch Coresight Research’s Livestream Shopping 2021 Virtual Conference on demand. 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:Five Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextInnovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AIThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
Deep DiveUS Off-Pricers Face Heightened Competition Coresight Research November 11, 2021 Reasons to ReadRetailers both within and outside the off-price sector are challenging the value-retail landscape by expanding their assortments, channels and offerings. In this report, we discuss how the competition is shaping up across both online and offline channels for the major US off-price retailers—namely, Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies. We cover developments and strategies by discount retailers (Five Below and Dollar General), big-box retailers (Target and Walmart) and e-commerce giant Amazon. Click here to read more Coresight Research coverage of off-price retail. Contents (Click to navigate) What’s the Story? Why It Matters US Off-Pricers Face Heightened Competition: Coresight Research Analysis Discount Retailers: Expanded Categories, Price Points and Physical Store Portfolios Amazon, Target and Walmart: Top Destinations for Apparel and Home Online vs. Offline in the Off-Price 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 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicFive Ways AI Is Being Used in Luxury Retailing—and What’s NextUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights
Insight ReportRetailers Look to Digitally Native Vertical Brand M&A for Expansion Coresight Research November 11, 2021 Reasons to ReadThe increased consumer shift to e-commerce has prompted many retailers to reevaluate their product mix and overall portfolio in the long term, particularly in the wake of the pandemic—driving a wave of M&A activity, especially for digitally native vertical brands (DNVBs), also sometimes called direct-to-consumer (DTC) brands. In this report, we look at DNVB M&A activity in the past 24 months and evaluate by characteristics of the target DNVB, by sector and by type to offer brands and retailers important implications. For more analysis of key M&A trends in retail, please read our previous report. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To CloseAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsRetail 2025: China Retail Predictions—Midyear Trends Update
Company ProfileAvenue Supermarts (NSEI: DMART) Company Profile Coresight Research November 10, 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:US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaThe New Coresight 100: Leading the Retail Charge in 2025Three Data Points We’re Watching This Week, Week 17: US Retail and Consumer Latest
Free Data GraphicThree Things You Need To Know: How Amazon Is Doubling Down on the US Grocery Market Opportunity Coresight Research November 10, 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. Amazon has been making significant investments in the grocery channel to carve a meaningful share in the US grocery market. Click the image to read our report on the key strategies that Amazon is using to fulfill its grocery ambitions. This document was generated for Other research you may be interested in:Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer
Insight ReportDigital Retail Media—a New Opportunity for US Grocery Coresight Research November 10, 2021 Reasons to ReadThe grocery e-commerce platforms that US consumers turned to in 2020 now present a significant opportunity for retailers, even as consumers return to stores. We examine three key trends in retail media in the US grocery market: Retailers’ strategies to capitalize on the pandemic-driven e-commerce boom using retail media Instacart’s heavy investment in advertising services for CPG brands The impact of tightening online consumer privacy standards—and how this heightens the retail media opportunity Explore our wider coverage of the US grocery sector, including our E-Commerce Outlook and Holiday preview 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 Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026Innovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—Infographic
Deep DiveRetail-Tech Landscape: Businesses Sustain Shift Toward Sustainability Coresight Research November 10, 2021 Reasons to ReadSustainability is one of the key trends to watch in retail, with the Covid-19 pandemic bringing a renewed focus to environmental concerns within the industry. This Retail-Tech Landscape comprises selected startups globally whose technology solutions support retailers to integrate sustainable practices into their businesses. We also present Coresight Research’s EnCORE sustainability framework. Click here to read more Coresight Research coverage of sustainability. To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click 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:Three Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready CommerceWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats
Deep DiveRetail Innovators: Apparel Technologies Coresight Research November 9, 2021 Reasons to ReadThe Coresight Research Retail Innovators series examines how retail players and startups are disrupting different retail sectors. In this report, we focus on five companies that are disrupting the apparel market, across design and sales processes. We cover how each company has disrupted the market, as well as tailwinds and headwinds, and the impact of innovation on traditional market players. Click here to read the previous report in our Retail Innovators series, which presents five retail technology companies that are disrupting the US grocery market. Contents (Click to navigate) What’s the Story? Why It Matters Retail Innovators: In Detail CreateMe Newmine Savitude Syte Wearable X What We Think Implications for Brands/Retailers Implications for Technology Providers 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 State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACUS Tariffs on Canada and Mexico: What US Consumers Think
Insight ReportEarnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow Recovery Coresight Research November 9, 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 7, 2021, across multiple sectors: apparel and footwear brand owners (Hanesbrands, Under Armour and Ralph Lauren), beauty brands (Estée Lauder), drugstore retailers (CVS Health), home and home-improvement (Wayfair), luxury companies (Capri Holdings) and REITS (Macerich and Simon Property Group). Click here to read Week 1 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:Sector Focus: Home and Home-Improvement Shopping—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
Insight ReportThe 12 Weeks of Holidays 2021: #6—Thanksgiving and Black Friday Shopping Preview Coresight Research November 9, 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 preview holiday shopping in the five-day period spanning Thanksgiving, Black Friday and Cyber Monday. Leveraging proprietary survey findings, we present insights across the following key topics: The impacts of the Covid-19 pandemic on consumer behavior and the start of the holiday shopping season How consumers expect to shop—online versus offline channels—and how this compares to Thanksgiving 2020. See our free data graphic on how US consumers will shop during Thanksgiving, Black Friday and Cyber Monday. 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:US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized ExpansionAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsThree Data Points We’re Watching This Week, Week 8Positivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic
