Free Data GraphicCoresight Bites: US Back to School 2021—Do Consumers Expect a Return to Classes? Coresight Research August 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. As part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic
Free Data GraphicCoresight Bites: China Retail Sales Growth Slows to Single Digits for First Time in 2021 Coresight Research August 24, 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. China’s total retail sales (ex. food service, incl. automobiles and gasoline) grew 7.8% year over year, easing from 11.2% growth in June and representing the weakest growth in retail sales since December 2020, indicating that recovery is losing momentum. The National Bureau of Statistics attributed the slowdown to the combined impact of sporadic local Covid-19 outbreaks and natural disasters. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Analyst Corner: Understand Who Shops Where in US Retail, with John MercerEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar
Insight ReportEarnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance Coresight Research August 24, 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 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 22, 2021, across multiple sectors: Beauty brands and retailers (Bath & Body Works and Estée Lauder), department stores (Macy’s and Kohl’s), home-goods retailers (Home Depot and Lowe’s), luxury (Tapestry), luxury e-commerce (Farfetch), mass merchandisers (Target), off-price retailers (Ross Stores and TJX) and warehouse clubs (BJ’s Wholesale Club). Click here to read Week 3 of the Earnings Insights 2Q21 series. Click here to read 1Q21 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:Weekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close StoresAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights
Insight ReportNot Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment Opportunity Coresight Research August 24, 2021 Reasons to ReadThis report is the first in a three-part series entitled Not Your Regular Mall-Based Stores, in which Coresight Research and Fillogic explore new strategies for retailers to fulfill online orders using their mall-based stores. We discuss the need for retailers to expand their fulfillment capabilities in the current environment and key considerations in the adoption of alternative fulfillment methods. This report focuses on “ship from store” as a profitable online order-fulfillment opportunity. We leverage findings from a June 2021 Coresight Research survey of 150 executives at US mall-based retailers. Look out for our upcoming reports in this series: Coresight Research and Fillogic will provide further insights into multichannel fulfillment for mall-based retailers and how retailers can partner with third-party logistics service providers to convert their stores into fulfillment centers. This report is available for free and can be accessed by registering for a free account. Contents (Click to navigate) Coresight Research x Fillogic: Not Your Regular Mall-Based Stores—Part One Ship from Store Presents a Profitable Online Order-Fulfillment Opportunity: In Detail Multichannel Fulfillment Options: The Rise of Ship from Store Benefits of SFS Challenges in SFS What We Think 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:September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%
Company ProfileInstacart (Maplebear Inc.) Company Profile Coresight Research August 23, 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:Three Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement FocusWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook
Deep DiveUS Consumer Tracker: Holiday-Season Expectations Shift, Suggesting Volatility Coresight Research August 23, 2021 Reasons to ReadCoresight Research’s August 16 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail. This week’s US Consumer Tracker covers the following: A monthly temperature check of shoppers’ holiday-season expectations Which retailers consumers are buying from and what they are buying, online and in-store Complementing our weekly survey reports, our US Consumer Tracker Extra monthly series offers additional insight, including long-term consumer trends and a detailed analysis of where current trends 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:The Next Frontier of CommerceWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025Data and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Rolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—Infographic
Insight ReportJuly 2021 UK Retail Sales: Year-over-Year Growth Continues To Ease Coresight Research August 23, 2021 Reasons to ReadIn July 2021, UK retail sales growth slowed for the third consecutive month. 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:Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over Year
Insight ReportUS Back to School 2021: Rising Covid-19 Cases Threaten To Derail a Return to Classes Coresight Research August 23, 2021 Reasons to ReadAs part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season. Read our previous report in the US Back to School 2021 series for our estimates around digital and physical sales, in-store traffic and e-commerce penetration. Contents (Click to navigate) What’s the Story? Why It Matters Rising Covid-19 Cases Threaten To Derail a Return to Classes: In Detail 1. The Child Tax Credit 2. A Return to In-Person Classes 3. Uncertainty Around School Reopenings 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:Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer Latest
Analyst CornerWeinswig’s Weekly: Heading Toward a Disruptive “IOS” Fall as Retailers Boost Inventories and Charter Ships and Planes Coresight Research August 22, 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 disruption related to inflationary pressures, out-of-stocks, and consumers staying at home more. 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:Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextEarnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% Year over Year Coresight Research August 20, 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 Amazon, Lowe’s, and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Ahold Delhaize and Fossil Group. 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:US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights
Company ProfileGrocery Outlet (NASDAQ: GO) Company Profile Coresight Research August 19, 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 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close StoresRetail 2025: China Retail PredictionsWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000
Deep DiveHead-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc. Coresight Research August 19, 2021 Reasons to ReadAs 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. We provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy. Click here to read the previous report in the series, Head-to-head in CPG: P&G vs. Unilever. 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 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for AdministrationConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
Free Data GraphicThree Things You Need To Know: India Retail Insights—DNVBs Set for Next-Level Growth Coresight Research August 19, 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. In recent years, there has been a surge in digitally native vertical brands (DNVBs) in India’s beauty segment. As part of Coresight Research’s India Retail Insights series, we discuss the growing market and explore how three such companies are planning for rapid, large-scale expansion through investments—namely, MyGlamm, Nykaa and Purplle. Click the image to read more about the topic. This document was generated for Other research you may be interested in:The New Coresight 100: Leading the Retail Charge in 2025Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKResilience Now: Turn Tariff Uncertainty into Opportunity Using AIWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000
Event PresentationLivestream Shopping 2021: Unlocking Next Gen Live Commerce Coresight Research August 18, 2021 Reasons to ReadOn August 18, 2021, Coresight Research hosted a digital conference that saw five innovative livestreaming-tech startups pitch their solutions. In this presentation, we introduce the concept of livestream shopping and provide insights across the following key topics: Livestreaming e-commerce growth in China and opportunity in the US US consumer familiarity with livestream shopping A timeline of livestreaming e-commerce in China The US livestreaming ecosystem To access these insights and join future events, subscribe to Coresight Research. Click here to view a recording of the virtual conference and innovator showcase, and read our insights from the event in our free report. Click here to read more Coresight Research coverage of livestreaming. 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:Retail-Tech Landscape: Unified CommerceAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonSingles’ Day 2025: Three Trends To Look For as AI Moves Center StageAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights
Company ProfileHudson’s Bay (TSX: HBC) Company Profile Coresight Research August 18, 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:Kroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery EfficiencyNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—InfographicAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers
