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 July 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

In July, China’s total retail sales growth, year over year, slowed to single digits for the first time in 2021.

We review monthly data for retail in China in total and by sector, including the following:

  • Retail sales growth over the last 13 months
  • Retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months
  • Growth in online retail sales, by major sector

We also present data for two-year retail growth compared to July 2019, prior to the Covid-19 outbreak.

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

Coresight Research has identified livestreaming e-commerce as one of the key trends to watch in retail, driven by the Covid-19 pandemic-led shift to e-commerce.

Brands and retailers worldwide are racing to add live, interactive video experiences into their marketing strategy to remain competitive in the digital channel. This Retail-Tech Landscape comprises selected startups globally that can help retailers develop and launch livestreaming capabilities.

Read our newer report, Retail-Tech Landscape: Livestreaming E-Commerce Tech Providers and Platformswhich presents selected startups globally across the following categories:

  • Shoppable live-video tech providers
  • Livestream shopping tools
  • Livestream shopping marketplaces
  • Niche live shopping communities
  • In-store virtual service providers
  • Customized in-stream technology providers

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

To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here.

Contents (Click to navigate)

Retail-Tech Landscape: Livestreaming E-Commerce

Key Trends in Livestreaming E-Commerce

Retail-Tech Landscape: Livestreaming E-Commerce—Infographic

Retail-Tech Landscape: Livestreaming E-Commerce, by Category

Asia

Europe

North America

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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 three key issues currently impacting the retail supply chain: US labor shortages in transport and warehousing, factory shutdowns in Vietnam and a foam shortage in the furniture industry.

Click here to read the previous report in the series, in which we explore chips, ships and paperboard—shortages and challenges in the first half of 2021.

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

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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 our expectations for online and offline shopping this season, using proprietary US consumer survey findings. We present our estimates for digital and physical sales, in-store traffic and e-commerce penetration.

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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 15, 2021, across multiple sectors: e-commerce (eBay), food and grocery (Grocery Outlet), luxury (Canada Goose) and luxury e-commerce (The RealReal).

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

Click here to read 1Q21 Earnings Season Wrap-Up.

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Reasons to Read

In this report, we assess US retail traffic in July 2021, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type

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

On August 18, 2021, Coresight Research is hosting Livestream Shopping 2021, a digital conference that will see five innovative livestreaming-tech startups pitch their solutions, as well as a fireside chat and panel discussions with retail leaders and livestreaming influencers, who will present their insights into livestream shopping and consumer engagement.

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

We present a preview of Livestream Shopping 2021 in this report, ahead of the event.

Click here to register for free for Coresight Research’s Livestream Shopping 2021 virtual event and innovator showcase on August 18, 2021.

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

Contents (Click to navigate)

What’s the Story?

Livestream Shopping 2021: Unlock Next-Gen Live Commerce

The Pitch Session

The Fireside Chat

The Panel Discussion

More on Livestreaming E-Commerce

Coresight Research Coverage of Livestreaming E-Commerce

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Reasons to Read

As part of our US Back to School 2021 series, we discuss our expectations for online and offline shopping this season, using proprietary US consumer survey findings. We present our estimates for digital and physical sales, in-store traffic and e-commerce penetration.

Read our first report in the US Back to School 2021 series for an outlook of the top spending categories for students from kindergarten through 12th grade, as well as analysis of the current economic backdrop.

Contents (Click to navigate)

What’s the Story?

Why It Matters

BTS Online and In-Store Sales and Traffic Trends: In Detail

Online-Offline Spending Split

BTS In-Store Shopping: Moderating Traffic Declines Amid Loosening Store Restrictions and Shopping Innovations

BTS E-Commerce: Online Sales To Follow Positive Overall US E-Commerce Trends

What We Think

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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.

  • While the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends.
  • In our report on Europe apparel e-commerce platforms, we discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.

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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 July 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

Coresight Research’s August 9 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:

  • What consumers are doing and where they are going—and 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 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.

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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 the outlook for REITs and malls following a strong second quarter.

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.

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Reasons to Read

The Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights on three key themes from the event:

  1. Fulfillment center automation and logistics network expansion
  2. Optimizing transportation
  3. Sustainability

Click here to read more Coresight Research coverage of ASOS.

 

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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 Allsup’s, Hibbett Sports and Hudson in the US and Bensons for Beds, Holland & Barrett and Signet Jewelers in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Ethan Allen, Floor & Décor, Lumber Liquidators, Office Depot and The RealReal.

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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