Reasons to Read

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

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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  • 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.
  • Our latest weekly consumer survey, undertaken on May 17, 2021, found that almost two-thirds of consumers plan to spend for Memorial Day, which falls on May 31 this year—most commonly on dining and drinking out as well as on in-store retail purchases.
  • Click the image below to access our findings from the latest weekly survey.

Reasons to Read

Deborah Weinswig, CEO and Founder of Coresight Research discusses the global trends for retail in 2021 that fall under five umbrellas.

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Reasons to Read

On May 25, 2021, Coresight Research and strategic consulting and media firm January Digital hosted some of retail’s most insightful leaders to explore how US consumer habits and priorities are continuing to evolve, underscoring the need for agility in retail.

Deborah Weinswig, CEO and Founder of Coresight Research, presented findings from a May 2021 proprietary survey of US consumers, including three areas of focus for retailers ahead of the holidays, based on consumer priorities.

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

Click here to view a recording of the event.

Click here to read our in-depth report on the need for agility in retail.

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Reasons to Read

After one of the most turbulent years in retail history, 2021 is poised to again be defined by rapid shifts in consumer behavior in the second half of the year.

In partnership with strategic consulting and media firm January Digital, we explore how US consumer habits and priorities are continuing to evolve, underscoring the need for agility in retail.

We leverage findings from a May 2021 proprietary survey of US consumers.

This report is available for free and can be accessed by registering for a free account.

Contents (Click to navigate)

What’s the Story?

Why It Matters

A Year of Agility—The Post-ish Covid-19 Consumer Now and Through 2021: In Detail

What Matters Most to the New Consumer: Three Areas Retailers Must Prioritize in 2021

What To Expect from Consumers in the Remainder of 2021

A Strategic Look at Agility: Upcoming Research

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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 first-quarter 2021 earnings.

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

  • Management commentary on demand trends in the first 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 May 23, 2021 (or earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Click here to read the Earnings Insight 1Q21, Week 1 and here to read our wrap-up report for 4Q20.

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Reasons to Read

In this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China.  We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer).

To read about the prospects of the overall apparel and footwear market in the US, the UK and China, click here.

Click here to read more Coresight Research Market Outlook reports.

Contents (Click to navigate)

What’s the Story?

Market Performance and Outlook

Online Sector Sales 

Market Drivers

Competitive Landscape

Retail Innovators

Themes We Are Watching

What We Think

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  • 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) remain strong, albeit slowing from around 30% growth in March to a mid-teens percentage rate in April 2021.
  • Growth was against undemanding comparatives from one year earlier, when the country was suffering from the outbreak of Covid-19: Sales declined by nearly 5% year over year in April 2020. However, even comparing against pre-pandemic values, total sales in April 2021 saw solid growth.

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Reasons to Read

Coresight Research’s May 17 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: 

  • How consumers plan to spend over Memorial Day weekend this year—and the activities that they plan to do
  • What consumers are doing and where they are going—including record-low avoidance of public places
  • What consumers are buying 
  • Which retailers consumers are buying from 

Click here to view all of our weekly survey reports. 

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Reasons to Read

In April 2021, UK retail sales grew significantly year over year, due to the easing of lockdown restrictions and the release of pent-up demand.

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.

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The Procter & Gamble Company (P&G) and Unilever are major players in the global consumer packaged goods (CPG) industry. In our Head-to-Head report, we provide insights into key elements of their businesses, covering revenue growth and segmentation, their approaches to digital transformation and product expansion, and the two companies’ growth strategies.

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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 impact of fuel price increases on summer travel and spending in the US.

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

Our fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19.

This report is available for free and can be accessed by registering for a free account.

We highlight three key insights into our proprietary survey data, covering the following topics:

  1. Whether crisis-driven shopping habits are set be retained once the pandemic subsides
  2. What retailers consumers are buying online groceries from
  3. Which grocery categories consumers are buying online

Our full report is available to premium subscribers and includes further findings on online grocery shoppers’ spending behaviors.

Click here to view our weekly US consumer survey reports, which provide a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

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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 Casey’s, Floor & Décor, Hurley, Meijer, Sundance Catalog, Whole Foods Market and Windsor Fashion in the US and Amazon, Happy Socks, Havaianas, Kurt Geiger, Oliver Bonas, Sofology and Wren Kitchens in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week.

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

Our fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19.

We expect the Covid-19 crisis to have a lasting impact on consumers’ online grocery shopping behavior—our survey found that over one-third of online grocery shoppers do not expect to change their online grocery shopping habits once the crisis eases or ends. Our proprietary analysis informs US grocery retailers in preparing for the second half of the year and beyond.

Click here to read our prior online grocery survey, conducted in mid-March 2020.

Non-subscribers can access a free report featuring select findings from our survey here.

Contents (Click to navigate)

Introduction

Four Top Insights from Our Online Grocery Survey

  1. Most Online Grocery Shoppers To Stick with E-Commerce Post Crisis
  2. Consumers Prefer Rapid Delivery
  3. New York Consumers Are Most Interested in Buying Groceries Online
  4. First-Time Online Customers are Satisfied with E-Commerce Services

Survey Findings in Detail

Three in Five Consumers Now Buy Groceries Online

Pandemic Reinforces Online Grocery Shopping Behavior

More Consumers Use E-Commerce for the Majority of Their Grocery Shopping

Amazon and Walmart Almost Level in Online Race

Walmart Converts Store Shoppers To Online Faster Than Competitors

Prime Members Prefer Amazon’s Regular Website for Grocery Purchases

Delivery Moves Ahead of Collection

Consumers Favor Faster Delivery

Consumers in New York Most Interested in Shopping for Groceries Online

Fresh Food Categories Go Mainstream

First-Time Online Customers are Overall Satisfied with E-Commerce Services

Older Millennials and Higher-Income Shoppers Are Key Demographics for Online Grocery Shopping

What We Think

Survey Methodology

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