Deep DiveThink Tank: SPACs in Retail—What Rapid Expansion Means for Retailers Coresight Research April 8, 2021 Reasons to ReadCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. We provide a definitive overview of each topic and its impact on retail. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs. Click here to read our previous Think Tank report on community group buying. Contents What’s the Story? Why It Matters SPACs in Retail: A Think Tank Key Retail Sectors for SPACs Brands and Retailers Entering Public Markets Through SPACs: 2016 to 2020 Retail-Focused SPAC Activities in the Pipeline for 2021 Private Retailer and Investor Perspectives: Using SPACs To Enter the Public Market Key Considerations for Private Retailers Entering the Public Market Via SPACs. Workings of a SPAC Investor Perspective: Are SPACs a Good Investment? Our Insights on the SPAC Boom and Future Prospects What We Think Implications for Retailers and Brand Owners Appendix: SPACs in 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 22: US Consumer Insights—Tariffs and InflationThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout
Free Data GraphicCoresight Bites: Online US CPG Sales Growth Continues to Decelerate Coresight Research April 8, 2021 The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. The online CPG channel has seen growth decelerate for four consecutive periods—falling to 53.1% for the four weeks ended February 21, 2021 from 55.4% in the four weeks ended January 24, 2021. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food StoresUS Retail and Consumer Outlook: June 2025Three Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two Winners
Insight Report4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates Coresight Research April 7, 2021 Reasons to ReadIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period, across the following sectors: Apparel specialty retail—including American Eagle Outfitters and Burlington Stores Department stores—including Kohl’s, Macy’s and Nordstrom Food, drug and mass retail—including Target and Walmart Home and home-improvement retail—including Home Depot and Lowe’s Luxury retail—including Capri Holdings and Ralph Lauren Beauty retail—Ulta Beauty Click here to read the previous report in the series, which looks at 3Q20. 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyApparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey Insights
Insight ReportUS CPG Sales Tracker: Food Continues To Outpace Other CPG Categories Online Coresight Research April 7, 2021 Reasons to ReadThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. This report is available for free and can be accessed by registering for a free account. In this free report, we present five key insights from the four weeks ended February 21, 2021, across the following metrics: Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as online penetration rates in food and nonfood CPG Online sales growth by category type Breakdown of online sales by category Online sales growth of food & beverage departments Online sales growth of nonfood departments such as beauty and homecare Click here to read more reports in our US CPG Sales Tracker series. 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:Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025
Insight ReportUS Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Select Findings) Coresight Research April 7, 2021 Reasons to ReadThis report provides select findings from Coresight Research’s March 29 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This report is available for free and can be accessed by registering for a free account. We highlight selected findings from our weekly survey across three key topics: How respondents spent or plan to spend their third-round stimulus checks Whether respondents anticipate keeping changed behaviors in the long term—and which they are most likely to retain Whether respondents are avoiding public areas —and which types of places they are avoiding Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the retailers they shopped at. Click here to view all of our weekly survey 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 UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail Focus
Deep DiveUS Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Full Report) Coresight Research April 7, 2021 Reasons to ReadCoresight Research’s March 29 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail. Our tracker questions cover the following: How respondents spent or plan to spend their third-round stimulus checks What product categories respondents had purchased in-store and online in the past two weeks Which retailers respondents had bought food and nonfood products from in the past two weeks Whether respondents expect to retain changed behaviors in the long term—and which they are most likely to maintain What activities respondents have done in the past two weeks Whether respondents are currently avoiding public areas—and which types of places they are avoiding We also present findings and trend data on what consumers are buying more and less of than pre-pandemic. If you do not have a premium subscription, you can access select findings in a complimentary abridged report. Click here to view all of our weekly survey reports. Content What’s the Story? How Consumers Spent or Plan To Spend Their Stimulus Checks More Consumers Spend Latest Stimulus Checks on Discretionary Products What Shoppers Are Buying and Which Retailers They Are Buying From What Consumers Bought In-Store and Online Which Retailers Consumers Purchased Food and Nonfood Products From Reviewing Consumers’ Long-Term Behavior Fewer Than Half Expect To Retain Changed Behaviors in the Long Term What Shoppers Are Doing and Where They Are Going More Consumers Visit Food-Service Locations and Shopping Centers Consumers’ Avoidance of Public Places Falls Reviewing Trend Data in Current Purchasing Behavior What Consumers Are Currently Buying More Of and Less Of What We Think Methodology 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:Sector Focus: Home and Home-Improvement Shopping—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for AdministrationHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of Bankruptcy
Event PresentationCoresight Connect: 2021 Brings a Heightened Focus on Climate Change in Retail Coresight Research April 6, 2021 Reasons to ReadCoresight Research discusses how implementing goals and actions that align with the elements under our EnCORE framework for environmental sustainability in retail, retailers and brands can lower their carbon footprint and thus reduce their impact on climate change—which should support them in attracting and retaining new customers and investors. To access these insights and join future events, subscribe to Coresight Research. Click here to view a recording of the event. 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 Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys
Free Data GraphicThree Things You Need To Know: New Retail in China—Developments in March 2021 Coresight Research April 6, 2021 We present Three Things You Need To Know on New Retail in China: Developments in March 2021. Find the full report here. This document was generated for Other research you may be interested in:Five Ways AI Is Being Used in Luxury Retailing—and What’s NextConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsRetail 2025: China Retail PredictionsRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—Infographic
Deep DivePlaybook: New Ways of Living and Spending in the US Coresight Research April 6, 2021 Reasons to ReadThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering the following: Market segmentation E-commerce adoption by older consumers The use of digital channels Customer loyalty The physical store Click here to read the previous report in the Playbook series, which presents six key strategies for retail players to capitalize on gradually maturing alternative models in 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:US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights
Deep Dive4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery Coresight Research April 6, 2021 Reasons to ReadThis report offers analysis of the fourth-quarter 2020 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss companies across a number of sectors: Apparel and footwear brand owners—Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Under Armour and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap Inc., L Brands, Lululemon Athletica and Urban Outfitters Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies Online apparel retailers—Stitch Fix Beauty brands and retailers—Coty, Estée Lauder, L’Oréal and Ulta Beauty Department stores—Kohl’s, Macy’s and Nordstrom E-commerce platforms—Alibaba, Amazon, eBay and JD.com Electronics retailers—Best Buy Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Grocery Outlet, Ollie’s Bargain Outlet Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance Food, drug and mass retailers (food retailers)—Kroger Food, drug and mass retailers (mass merchandisers)—Target and Walmart Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma Luxury companies—Canada Goose, Capri Holdings, Ralph Lauren and Tapestry Luxury e-commerce—Farfetch and The RealReal REITs—Brookfield Property Partners, Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield Click here to read the 3Q20 US Earnings Season Wrap-Up. In addition, Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics and key global consumer indicators. 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:Essential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready CommerceHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further Closures
Insight ReportNew Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-Commerce Coresight Research April 5, 2021 Reasons to ReadIn our New Retail in China series (formerly New Retail Briefing), we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. We offer insights into recent news, with a focus on digitalization and strategic collaborations. This month, highlights include Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain. The appendix details the last 12 months of New Retail developments in China. Click here to read the previous report in the New Retail in China series, which discusses Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs, as well as the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni. 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:Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaRetail 2025: 10 Trends in Retail TechnologyWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansHigher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey Insights
Deep DiveRetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual Search Coresight Research April 5, 2021 Reasons to ReadAs part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market. Click here to read further Coresight Research coverage of retail technology. Click here to read more about artificial intelligence in retail. Content What’s the Story? Why It Matters Computer Vision: A Deep Dive Applications in Retail The Computer-Vision Market and Key Technology Providers Computer Vision as Part of the AI Tech Family What We Think Implications for Brands/Retailers Implications for Real Estate Firms Implications for Technology Vendors 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:Retail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 Stores
Analyst CornerWeinswig’s Weekly: As E-Commerce Surged, How Did Retailers’ Variable Costs Shape Up? Coresight Research April 4, 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” considers how the boom in online sales impacted variable costs at major digital-first retailers. 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:Playbook: GenAI to Agentic AI—From Pilot to PowerhouseThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 13: Lululemon To Open 40–50 Stores Coresight Research April 2, 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 Floor & Decor, JCPenney, Lululemon, RH, Shoe Carnival and Target in the US and Frasers Group and Majestic Wine 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 Retail Store 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:Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarAugust 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost Fades
Free Data GraphicCoresight Bites: Amazon Expands Its Network of Delivery Stations in the US Coresight Research April 1, 2021 Consumer demand for faster, sustainable, secure and more visible fulfillment is driving retailers to invest in innovation around the last mile in retail—delivery. Click here to read about four key technological innovations that retailers are implementing to increase the efficiency of last-mile logistics operations. Delivery stations are where Amazon prepares orders for last-mile delivery to customers.The e-commerce giant ramped up new openings to 179 last year and has announced plans to open 146 stations in 2021. To view more data about Amazon, click the image to visit Coresight Research’s Amazon Databank, which brings together a range of proprietary data on the company, with a focus on its US operations. This document was generated for Other research you may be interested in:Playbook: GenAI To Reinvent Supply ChainsInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion Plan
