Reasons to Read

Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020.

Year-to-date data in this report are as of August 27, 2021 (corresponding to week 34 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2020 (the 35 weeks ended August 28, 2020).

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.

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

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report second-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the second 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 August 29, 2021, across multiple sectors: apparel and footwear (Guess?), apparel specialty (Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters), beauty (Coty and Ulta Beauty), department stores (Nordstrom), discount stores (Dollar General, Dollar Tree and Ollie’s Bargain Outlet), e-commerce (JD.com), electronics (Best Buy), home and home-improvement (Williams-Sonoma) and off-price (Burlington Stores).

Click here to read Week 4 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up

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Reasons to Read

Brick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players.

Click here to read the previous report in our India Retail Insights series, which explores the surge in DNVBs (digitally native vertical brands) in India’s beauty segment.

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

For a 2021 timeline of key festivals and holidays for promotional campaigns in India, click here.

Contents (Click to navigate)

What’s the Story?

Why It Matters

The Future of Brick-and-Mortar Retail in India: In Detail

Consumer Confidence in In-Store Shopping

What Should Physical Retailers Do To Bring Customers Back to Stores?

What Is the Government Doing To Support Physical Retailers?

What We Think

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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 Coresight Research US Consumer Tracker provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail.

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Reasons to Read

Coresight Research’s August 23 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:

  • What consumers are doing and where they are going
  • Consumers’ avoidance of public places
  • Which retailers consumers are buying from and what they 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.

  • As part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts.

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Reasons to Read

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. In this report, we discuss:

  • Our US apparel subscription e-commerce market outlook
  • The competitive landscape, including revenue among key players such as Stitch Fix and The RealReal
  • Three apparel subscription models that we identify as representing the majority of apparel subscription businesses today
  • Key trends—comprising expanding direct buy and resale offerings
  • Three strategies for apparel e-commerce subscription businesses to improve profitability

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

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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 how big retailers are increasingly sharing their store space with external brands and even other retailers.

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

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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 Buehler’s Fresh Foods, Dunham’s Sports and Total Wine in the US and B&Q, Iceland and Planet Organic in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Best Buy, Ross Stores, Tapestry, Target and TJX Companies.

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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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 Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count.

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Reasons to Read

Analyzing consumer demand in July 2021, we saw strong retail sales growth in the US and China but deceleration in the UK.

We examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators:

  • Earnings versus inflation
  • Food and fuel prices
  • Retail sales

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

As part of Coresight Research’s Head-to-Head series, we compare Adidas and NIKE, the two largest sportswear companies globally. We provide insights into the two companies’ revenues, as well as sales channels, key strategies, and diversity and inclusion initiatives.

Click here to read the previous report in the series, Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.

Contents (Click to navigate)

What’s the Story?

Adidas vs. NIKE: A Deep Dive

Company Overviews

1. Revenue

E-Commerce Revenue

Revenue by Category

Revenue by Geography

2. Sales Channel

3. Key Strategies

App Strategy

Business Strategy

Product Collaboration Strategy

4. Diversity and Inclusion

What We Think

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Reasons to Read

Livestreaming is a channel that was made popular in China and has recently made waves among U.S. brands and retailers as a new avenue to build consumer engagement and drive ecommerce. Deborah Weinswig, Founder and CEO of Coresight Research, presents a playbook for U.S. brands and retailers on how to leverage livestreaming ecommerce effectively — covering key trends and technologies and best practices for hosting sessions in-house or working with influencers.

To access these insights and join future events, subscribe to Coresight Research.

Click here to read key insights from the event in our free report.

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Reasons to Read

As part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season.

Read our previous report in the US Back to School 2021 series for expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Popular Product Categories This Back-to-School Season: In Detail

Top BTS Categories: Stationery and Apparel

Greatest Declines in BTS Categories: Electronics and Home-Office Furniture

Top Brands and Retailers for BTS Shopping

What We Think

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Reasons to Read

On August 18, Coresight Research hosted a digital conference that saw five innovative livestreaming-tech startups pitch their solutions. We cover five livestreaming myths that our in-house experts set straight, as well as five key insights from our panel discussion.

The event is sponsored by Gerber Technology, a Lectra company, and end-to-end omnichannel gifting solution GiftNow.

Click here to watch a recording of the conference.

Click here to read more Coresight Research coverage of livestreaming e-commerce.

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