Reasons to Read

Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in September 2021. This report covers the following:

  • US total retail sales excluding gasoline and automobiles—year-over-year and two-year growth
  • US total retail sales including gasoline and automobiles—year-over-year change
  • US total retail sales excluding gasoline and automobiles—month-over-month change
  • Retail sales growth by sector, including two-year growth

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.

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Reasons to Read

Coresight 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As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated.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.

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Reasons to Read

As part of our E-Commerce Outlook series, we provide an overview of the department store sector in the US and an outlook moving forward.

We discuss market growth, the competitive landscape and themes we are watching in 2021 and beyond—with a focus on Kohl’s, Macy’s and Nordstrom.

Click here to read our recent Market Outlook for US department stores.

Click here to read more reports in our Market Outlook and E-Commerce Outlook series.

Contents (Click to navigate)

What’s the Story?

US Department Store Sector: E-Commerce Performance and Outlook

Online Market Drivers

Competitive Landscape

Themes We Are Watching

What We Think

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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.

Reasons to Read

In 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 Coresight Research’s second annual 10.10 Shopping Festival.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

We present a holiday 2021 outlook for the US beauty sector, offering insights into consumer spending, retail sales and key trends in the sector. This report covers our expectations for specialist and non-specialist beauty retailers, trends in e-commerce and technology and sector-wide tailwinds and challenges, in the context of ongoing supply chain disruption and consumer avoidance of physical stores.

Click here for more Coresight Research coverage of US holiday retail, including our holiday outlooks for other US retail sectors.

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Reasons to Read

Our 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 Clarks, Meijer and Whole Foods Market in the US and Bensons for Beds, Superdrug and Tommy Hilfiger in the UK.

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.

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Reasons to Read

This 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 intelligent supply chains go beyond the concept of a simple “control tower” to include the automated analysis and management of emerging issues and tasks for ultimate supply chain visibility. We discuss the modern, technology-powered supply chain, the benefits of supply chain visibility and leading software vendors in the space.

Read our previous reports in the series, on the four pillars to building a resilient supply chainintelligent demand forecasting and on-demand manufacturing, and customer-centric commercial collaboration.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Supply Chain Visibility: Coresight Research Analysis

The Technology-Powered Retail Supply Chain

Scope of Visibility

Beyond the Control Tower: Functions of an Intelligent Supply Chain

Benefits of Supply Chain Visibility for Retailers

Supporting Technologies

Supply Chain Visibility Software Vendors

What We Think

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Reasons to Read

Coresight Research’s Holiday 2021 coverage provides further analysis on the trajectory and trends that we expect to see in US holiday retail this year. In this report, our grocery analysts offer their insights into consumer spending, sales and key trends in the sector as we count down to the holiday peak.

Click here for all of our coverage of US holiday retail, including our holiday season sector outlooks for beauty, department stores and grocery.

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Reasons to Read

Coresight Research’s monthly Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data, as of the end of September 2021. 

This report includes discussion of the following 10 indicators: 

  1. Unemployment rate 
  2. Labor force participation rate
  3. Disposable income
  4. Average hourly wages
  5. Consumer sentiment
  6. Saving rate
  7. Gas prices
  8. Interest rate
  9. Housing starts
  10. Home price index 

Click here to read the previous report in this series. 

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports. 

Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. 

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Reasons to Read

We present a holiday 2021 outlook for the US department store sector, offering insights into consumer spending, retail sales and key trends in the sector. This report covers our expectations for outperforming product categories, recent performance highlights from major retailers and a discussion of pandemic-impacted e-commerce trends.

Click here to read our holiday outlook for the US apparel sector.

Look out for our holiday outlooks for the US beauty and grocery sectors in the coming days.

Click here for more Coresight Research coverage of US holiday retail.

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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 penetration of e-commerce into the grocery space has lagged behind most other retail sectors, but the pandemic shook this status quo by fueling a dramatic acceleration in online grocery growth. We review the size and trajectory of the US grocery e-commerce market.

 

 

Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail.

Our The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. Click the image below to read our report on the hottest toys for the holiday season.

Reasons to Read

As part of our E-Commerce Outlook series, we provide an overview of the grocery e-commerce market in the US an outlook for the sector moving forward.

We discuss market growth, the competitive landscape, retail innovators and themes we are watching in 2021 and beyond—covering consumers’ retention of pandemic-driven shopping habits, the impact of inflation, the expansion of superfast delivery and grocers’ retail media strategies.

Click here to read more reports in our Market Outlook and E-Commerce Outlook series.

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Reasons to Read

We present a holiday 2021 outlook for the US apparel sector, offering insights into consumer spending, retail sales and key trends in the sector.

Look out for our holiday outlooks for the US beauty, department store and grocery sectors in the coming days.

Click here for more Coresight Research coverage of US holiday retail.

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