Reasons to Read

US consumers have noticed increased prices and intend to cut their discretionary spending in response. Coresight Research’s August 30 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’ perceptions of inflation and the impacts on spending
  • What consumers are doing and where they are going
  • Consumers’ avoidance of public places
  • Which retailers consumers are buying from and what shoppers are buying online and in-store

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

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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.

  • Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space.
  • Amazon’s share of online shoppers has seen a year-over-year decline of around nine percentage points, although this was as a share of an online shopper base that increased.

Click the image below for more on Amazon’s success in the US CPG market, including its focus on grocery and private labels.

Reasons to Read

The Indian startup ecosystem is experiencing a record year, with funding already surpassing totals levels from 2020 or any year prior. In this report, we analyze:

  • Total funds raised by Indian startups year to date, as of July 2021
  • Which startups have attracted the highest levels of funding year to date
  • Which sectors are performing strongly in the Indian startup ecosystem
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Reasons to Read

We assess the rapidly evolving US online grocery-delivery market, which has been impacted by changing consumer expectations amid the Covid-19 pandemic.

This report covers the following key topics:

  • Crucial drivers for the sector, including lingering pandemic-driven behavior and the trend for ever-faster delivery
  • The landscape of the sector and retailers’ different fulfillment and delivery models
  • The direction of current trends, including Amazon’s continuing expansion into grocery and the emergence of disruptive quick-commerce players

Read more about Amazon’s impact on the US grocery market.

Coresight Research’s fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19.

Click here to read Coresight Research’s Market Outlook: US Grocery Retailers.

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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 US wage hikes, inflationary pressures and consumers’ purchasing power.

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

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Reasons to Read

Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. Consumers’ retreat from physical stores and public places in the face of Covid-19’s Delta variant has derailed many retailers’ hopes of a quick recovery, but some sectors will fare better than others.

In this report we assess the impact of the Delta variant and consumers’ retreat from public places in the following key areas:

  • Variations in consumer behavior between age groups, and the surprising return of older shoppers
  • Differing patterns of behavior and avoidance across the country
  • The locations and sectors worst affected—and those that may yet benefit

Click here to view our full collection of US Consumer Tracker  weekly survey reports.

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Reasons to Read

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. We discuss the continued recovery in consumer spending on apparel in July 2021, following strong figures in the preceding months.

This report covers 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.

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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 Allbirds, Amazon and Homeland in the US and Asda, Sofology and Tommy Hilfiger in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Abercrombie & Fitch, Ace Hardware, Big Lots, Dollar General, Dollar Tree, Hibbett Sports, Ulta Beauty 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.

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Reasons to Read

In this Market Outlook, we provide an overview of grocery retail in India, including consumer spending growth and projections. We also discuss key market drivers, avenues for growth and prominent themes in grocery retail through the remainder of 2021 and beyond.

Click here to read our outlook of India’s $800 billion retail sector.

Click here to read more Coresight Research Market Outlook reports.

Contents (Click to navigate)

What’s the Story?

Grocery Retail in India: Market Performance and Outlook

Consumer Spending

Market Size

Market Drivers

Increased Focus on Health and Wellness

Demand for Convenience Foods Boosted by Urbanization

Online Market

Competitive Landscape in Grocery E-Commerce

Competitive Landscape in the Overall Grocery Market

Retail Innovators

Themes We Are Watching

Focus on Technology

Seamlessness in E-Commerce

Hyperlocal Delivery

Premium, Organic and Health Food

What We Think

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Reasons to Read

We discuss the B Corporation certification system and its purpose in helping businesses around the world assess and improve their environmental and social impacts.

Click here for more Coresight Research coverage of sustainability in retail.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Environmental and Social Responsibility: B Corporations in Detail

What Is a B Corporation?

How Does the Certification Process Work?

About B Lab

Commitment to Environmental Responsibility: Case Studies

What We Think

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Reasons to Read

In Coresight Research’s Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment.

In this report, we look at the port logjams arising from shutdowns in China and retailers’ strategies to mitigate the resulting delays. We discuss the related surge in freight and commodity prices and how this has affected consumer prices.

Click here to read the previous report in the series, in which we explore labor scarcities, factory shutdowns and the foam shortage.

Click here to read more Coresight Research coverage of the retail supply chain.

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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.

As part of Coresight Research’s Head-to-Head series, we compare Adidas and NIKE, the two largest sportswear companies globally.

Click the image to read more about the topic.

Reasons to Read

Stitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model and key operating metrics, as well as the customer journey it provides.

Click here to read our market outlook for the US apparel subscription e-commerce market through 2021, the competitive landscape and primary models in US apparel subscription e-commerce, and trends we are watching in the market.

Click here to read our report on the overall US subscription e-commerce market.

Contents (Click to navigate)

What’s the Story?

Stitch Fix: In Detail

Market Positioning

Business Model

How Is Stitch Fix Evolving Its Offerings?

Financial and Client Metrics

Recent Key Developments

What We Think

Implications for Brands/Retailers

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Reasons to Read

Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels.

For more on Amazon, see Coresight Research’s Amazon Databank, which brings together a range of proprietary data on the e-commerce company, with a focus on its US operations.

Click here to read the findings from our Amazon Apparel Consumer Survey 2021.

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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 US apparel subscription e-commerce market is set to see strong sales growth in 2021, following on from high online shopping demand amid the pandemic in 2020.

Click the image below to read our market outlook for the US apparel subscription e-commerce market through 2021, the competitive landscape and primary models in US apparel subscription e-commerce, and trends we are watching in the market. We also present three key strategies for apparel subscription e-commerce companies to improve profitability.