Deep DiveUS Consumer Tracker: Holiday Early Read—Higher Earners To Drive Increase in Spend Coresight Research July 20, 2021 Reasons to ReadCoresight 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. 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 Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Analyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya Kaushik
Free Data GraphicCoresight Bites: US Back-to-School 2021—The Outlook for Retail Coresight Research July 19, 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. 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. Click the image below to read more. This document was generated for Other research you may be interested in:US CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Insight ReportJune 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift Restrictions Coresight Research July 19, 2021 Reasons to ReadIn 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. 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 19: China and US Consumer Sentiment in FocusUS Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Weekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Insight ReportJune 2021 China Retail Sales: Year-over-Year Growth Steadies at 11% Coresight Research July 19, 2021 Reasons to ReadIn 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. 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:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsRetail 2025 Sector Outlooks: EbookAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik
Deep DiveAldi, Lidl and Grocery Outlet: Impacts in US Grocery Coresight Research July 19, 2021 Reasons to ReadDiscounters 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. 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 Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in FocusHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know
Analyst CornerWeinswig’s Weekly: It’s Amazon Prime Day All Over Again—in India’s $800 Billion Retail Sector Coresight Research July 18, 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 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. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—Infographic
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 28: US Store Closures Down 13% Year over Year Coresight Research July 16, 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 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. 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 34: The Sleep Haven Files for AdministrationUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Weekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—AgainRetail-Tech Landscape: Israel—January 2025 Update
Insight ReportUS Travel Recovery: Part 5—Impacts of a Travel Renaissance on Consumer Spending and Industry Employees Coresight Research July 16, 2021 Reasons to ReadA 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: A dichotomous return to leisure and business travel Dissipating regional travel differences Domestic-focused travel surge The slow rebound of international travel Impacts of a travel renaissance on consumer spending and industry employees 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:Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerRetail 2025: China Retail Predictions
Insight ReportThe US Sleep Economy: A Multibillion-Dollar Pillar of the Wellness Market Coresight Research July 16, 2021 Reasons to ReadAs 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. 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 Tariffs on Canada and Mexico: What US Consumers ThinkMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—Infographic
Insight ReportLivestreaming Latest, July 2021: Rakuten Launches Weekly Livestreams in France; L’Oréal Canada Embraces Multichannel Streaming Coresight Research July 15, 2021 Reasons to ReadIn 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. 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 Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindAugust 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter
Deep DiveM&A in Retail: How US Retailers Can Capitalize on Growth Opportunities Coresight Research July 15, 2021 Reasons to ReadAs 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 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 Holiday 2025: Early Outlook—Improving Signals, But Will It Last?India’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Singles’ Day 2025 Around the World—Global Observations
Free Data GraphicThree Things You Need To Know: Wholesale vs. DTC—Strategies for Brands and Retailers Coresight Research July 15, 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. 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. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceUS Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning
Insight ReportUS Travel Recovery: Part 4—The Slow Rebound of International Travel and Its Implications for Retail Coresight Research July 15, 2021 Reasons to ReadThe 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: A dichotomous return to leisure and business travel Dissipating regional travel differences Domestic-focused travel surge The slow rebound of international travel Impacts of a travel renaissance on consumer spending and industry employees 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:Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores
Insight ReportJune 2021 Leading Indicators of US Retail Sales: Higher Labor Prices To Help Offset Decline of Stimulus Effect Coresight Research July 15, 2021 Reasons to ReadOur 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 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 June 2021. This report includes discussion of the following 10 indicators: Unemployment rate Labor force participation rate Disposable income Average hourly wages Consumer sentiment Savings rate Gas prices Interest rate Housing starts 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. 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:Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand
Deep DivePlaybook: Inclusivity in Retail Coresight Research July 14, 2021 Reasons to ReadThe 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: Determining strategic goals Aligning goals through the supply chain Identifying opportunities to reach underrepresented customers Leveraging strengths to develop inclusive products 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. 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 Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadHead-to-Head in Global Luxury Retailing: Kering vs. LVMHConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores