Reasons to Read

Coresight Research’s July 12 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

Our US Consumer Tracker covers the following:

  • Consumers’ expected spending for the 2021 holiday season
  • What consumers are doing and where they are going
  • What consumers are buying and which retailers consumers are buying from
  • 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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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.

  • After a year of online classes, most students are likely to return to the classroom this fall, spurring purchases related to in-person learning. As the US economy transitions to a stable post-crisis level, we launch our coverage of the US back-to-school season with our estimates for back-to-school spending in 2021.

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Reasons to Read

In this report, we assess US retail traffic in June 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

In June, China’s total retail sales grew 11.2% year over year, against undemanding 2020 comparatives and saw solid growth of 11.6% compared to pre-pandemic values.

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 June 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

Discounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels, and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.

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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 Amazon India’s upcoming Prime Day and the retailer’s strategies to capture a greater share of the country’s e-commerce market.

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 Ashley HomeStore, Hy-Vee and Whole Foods Market in the US and Disney, Kutchenhaus and Shoe Zone 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

A rebound in travel and associated spending will benefit millions of low-income US workers who were adversely affected by the steep drop-off in travel in 2020. We examine these benefits and the ripple effects across the entire economy.

This report is the final instalment of Coresight Research’s five-part US Travel Recovery series. Click the topics below to read the rest of the series:

  1. A dichotomous return to leisure and business travel
  2. Dissipating regional travel differences
  3. Domestic-focused travel surge
  4. The slow rebound of international travel
  5. Impacts of a travel renaissance on consumer spending and industry employees
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Reasons to Read

As consumers’ concerns related to physical and mental health grow, the sleep economy is emerging as a multibillion-dollar pillar of the US wellness market. In this report, we discuss four product segments within the booming US sleep economy, including key players and their offerings.

Click here to read our report on six US industries benefiting from the wellness trend.

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Reasons to Read

In this report, we present recent market developments and discuss four trends in the livestreaming space, including multichannel streaming, a new emphasis on educational content and regularized broadcast schedules .

We also offer examples of recent livestreaming events from retail companies globally, with highlights from LANVIN, Verishop, GANT, Carolina Herrera, Ralph Lauren, Aiways, Walmart and NTWRK.

This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Click here to read the previous report in the series, which covers the widening adoption of livestreaming by retailers in the consumer electronics, appliances and household goods sectors as well as cultural institutions.

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Reasons to Read

As many brand owners and retailers are rethinking their strategies and business models to recover from the Covid-19 crisis, we believe mergers and acquisitions (M&A) provide a strong option for value creation.

In this report, we analyze 2020 and year-to-date 2021 retail-focused M&A activities in the US, as well prospects for, and drivers of, future M&A growth.

For more about M&A in retail, read our separate reports on special purpose acquisition companies (SPACs) and initial public offerings (IPOs).

Contents (Click to navigate)

What’s the Story?

Why It Matters

M&A in US Retail: A Deep Dive

Recent Noteworthy M&A Completed Transactions

Notable Upcoming US Retail-Focused M&A Transactions in 2021

Our Insights into Retail-Focused M&A Growth and Future Prospects

What We Think

Implications for Retailers and Brand Owners

Appendix

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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 direct-to-consumer (DTC) channel is becoming increasingly important for both new and existing brands. In our Wholesale vs. DTC: Strategies for Brands and Retailers report, we compare the wholesale and DTC sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches.

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Reasons to Read

The recovery of travel in the US from the heavy impacts of the global Covid-19 pandemic is now fully under way.

Inbound international travel will be the final piece of the puzzle to form a full rebound of leisure travel spending in the US but will depend heavily on the pace of vaccination rollouts in other countries.

We analyze the slow rebound of international travel and its impacts on US retail.

This report is the fourth in Coresight Research’s five-part US Travel Recovery series. Click the topics below to read the rest of the series:

  1. A dichotomous return to leisure and business travel
  2. Dissipating regional travel differences
  3. Domestic-focused travel surge
  4. The slow rebound of international travel
  5. Impacts of a travel renaissance on consumer spending and industry employees
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Reasons to Read

Our monthly Leading Indicators of US Retail Sales series offers analysis of key macroeconomic indicators and developing trends. Learn more about higher labor prices and the decline of stimulus effects.

The Coresight Research monthlyLeading Indicators of US Retail Salesseries tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data, as of the end of June 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. Savings 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

The Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends.

Coresight Research has identified inclusivity in retail as one of the key trends to watch in 2021. Inclusivity—providing equal access for people who might otherwise be excluded or marginalized—has accelerated in the light of the racial justice movement in the US helping to inspire a global conversation on diversity and representation. It is a thread that touches every part of an organization, both internally and externally.

In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations, covering the following topics:

  1. Determining strategic goals
  2. Aligning goals through the supply chain
  3. Identifying opportunities to reach underrepresented customers
  4. Leveraging strengths to develop inclusive products
  5. Build a consistent marketing approach

For more on inclusivity, read our Think Tank on the purpose and promise of the US adaptive apparel market.

Click here to read the previous report in the Playbook series, which presents four key strategies that US retailers can adopt in their last-mile ecosystem to gain a competitive advantage.

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