Insight ReportTarget Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This Year Coresight Research March 18, 2021 Reasons to ReadThe Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. In this report, we present insights from the event, covering the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities. Click here to read more Coresight Research coverage of Target. 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:Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025High Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Free Data GraphicCoresight Bites: China Retail Sales See Positive Growth Against Weak 2020 Coresight Research March 18, 2021 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 the image to read more about the topic. This document was generated for Other research you may be interested in:NRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to SustainabilityAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik BhatiaThree Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to Lead
Insight ReportAmerican Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be Revitalized Coresight Research March 17, 2021 Reasons to ReadThe Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments. Click here to read more Coresight Research coverage of American Eagle Outfitters. 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:Innovator Profile: Nectar Social—Elevating Consumer Engagement Through Agentic Social CommerceRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in FocusSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra
Insight ReportFebruary 2021 US Retail Sales: Weather and Lack of Stimulus Slows Growth, but Sales Remain Strong Coresight Research March 17, 2021 Reasons to ReadCoresight 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. 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. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in February 2021. This report covers the following: US total retail sales excluding gasoline and automobiles—year-over-year change US total retail sales excluding gasoline and automobiles—two-year stack 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 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 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To CloseWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025
Insight ReportAdidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and Sustainability Coresight Research March 17, 2021 Reasons to ReadThe Coresight Research team attended Adidas virtual Investor Day 2021 on March 10, 2021. In this free report, we present key insights from the event, covering the company’s performance in 2020 the three initiatives central to its “Own the Game” strategy moving forward. Click here to read more Coresight Research coverage of Adidas. 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:Analyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayRetail-Tech Landscape: Israel—January 2025 Update
Insight ReportJanuary and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020 Coresight Research March 17, 2021 Reasons to ReadIn January and February, China’s total retail sales jumped 30.7% year over year, against weak 2020 comparatives. We review monthly data for retail in China in total and by sector: We chart the trend in retail sales growth over the last 13 months. We show retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months. We discuss growth in online retail sales, by major sector. We also present data for year-over-year retail growth compared to January and February 2019, prior to the Covid-19 outbreak. Click here to view our full collection of monthly retail sales 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:China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedConsumer Confidence Rebounds in October: China Consumer Survey InsightsThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country
Deep DiveRetailTech: What Do Data and AI Mean for Retail? Coresight Research March 17, 2021 Reasons to ReadWe discuss the challenges that many retailers face in leveraging data effectively, as well as the as well as the strengths of artificial intelligence (AI) for retail data analysis. We use Coresight Research’s proprietary CORE framework to categorize and explain the benefits of AI for retailers and provide examples where retailers are using data and AI to enhance their businesses. Click here to read more about our CORE framework. For further information on how AI can help retailers to compete and thrive, click here. Click here to read more Coresight Research coverage of AI in retail. CONTENTS What’s the Story? Why It Matters Data and AI in Retail: A Deep Dive A Retailer-Centric vs. Customer-Centric Market Retailers Struggle To Integrate Their Data AI: New Data Relationships and Actionable Insights The Coresight CORE Framework Communication Optimize Pricing Rationalize Inventory Experiential Retail 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-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceThe New Coresight 100: Leading the Retail Charge in 2025
Free Data GraphicCoresight Bites: US Retail Traffic Declines by 36% Coresight Research March 16, 2021 The Coresight Research US Retail Traffic and In-Store Metrics series reviews year-over-year changes in selected store-based metrics, as reported by RetailNext. In this month’s report, we review store traffic changes through February 2021, when many states opted to extend coronavirus-related restrictions. As a result, new Covid-19 cases declined in February versus January. As some states are easing their restrictions in March, we expect to see an improvement in traffic trends during the month. 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. 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. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers
Insight ReportUS Housing Market Macro Overview: March 2021 Update Coresight Research March 16, 2021 Reasons to ReadOur Housing Market Macro Overview report offers the latest insights into the state of the US housing landscape. We cover nine recent metrics for the US market. Click here to read our previous Housing Market Macro Overview report. To read our recent report on how US home and home-improvement retailer handle returns, click here. CONTENTS Introduction Overview US Housing Market Metrics Data on Housing Permits, Starts and Completions US Existing Home Sales Inventory of New and Existing Homes Listed for Sale US Pending Home Sales Index US New Home Sales US Home Prices Growth US Housing Affordability Index Mortgage Rates Reach an All-Time Low What We Think 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:Innovator Matrix: Retail MediaThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Retail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and More2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Growth Further Decelerates to 56% Coresight Research March 16, 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 January 24, 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:US Tariffs on Canada and Mexico: What US Consumers ThinkInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationCEO Brief: A Turning Point for US Consumers and the Economy?US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet
Deep DiveUS Consumer Tracker: Consumers Get Back to Socializing (Full Report) Coresight Research March 16, 2021 Reasons to ReadCoresight Research’s March 8 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: 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 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. CONTENTS What’s the Story? What Shoppers Are Doing and Where They Are Going Consumers Return to Social Activities High-Income Consumers Lead the Shift Back to Experience Spending Avoidance of Every Public Place Has Declined This Year 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 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:Weekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresInnovator Matrix: MarTechThe STORE Framework for Driving Innovation in RetailAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Insight ReportUS Consumer Tracker: Consumers Get Back to Socializing (Select Findings) Coresight Research March 16, 2021 Reasons to ReadThis report provides select findings from Coresight Research’s March 8 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: Three-month trends in activities that consumers have reported doing, with a breakdown by income groups Whether respondents are avoiding public areas —and which types of places they are avoiding What consumers bought online and in-store in discretionary product categories 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:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonUS Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized Expansion
Deep DiveHow Category Management Has Changed Forever Coresight Research March 15, 2021 Reasons to ReadWe explore the future of retail category management with a focus on grocery, mass merchandisers and drug retail. We discuss the key skills necessary for success and consider current challenges and the impact of the Covid-19 pandemic on collaboration. We leverage findings from a December 2020 Coresight Research survey of global retailers and suppliers of grocery products/consumer packaged goods (CPG). This report includes insights and discussion around the following topics: Top challenges in category management—including rising online market share and data analysis requirements Top skills for succeeding in retail category management and expectations for changes in importance over the next five years Best practices in category management and expectations for changes in importance over the next five years Engagement criteria for better collaboration between retailers and suppliers The impact of the Covid-19 pandemic on collaboration Retailers’ level of readiness for automating key category management processes We also explore the tailored, cloud-based, data-driven solutions offered by global retail strategy and analytics firm Precima to enable retailers to drive sales, boost profitability and build customer loyalty. This free report is sponsored by Precima, a NielsenIQ company. Non-subscribers can access the report by completing the form on this page. 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:Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for Administration
Insight ReportEarnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category Coresight Research March 15, 2021 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2020 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights The impact of the Covid-19 pandemic on recent performance 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 March 14, 2021—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty. Read the Earnings Insight 4Q20, Week 5 report here. Click here to read the final report in the Earnings Insights 3Q20 series. 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 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandWeekly US Store Openings and Closures Tracker 2025, Week 39: Skims Continues To Expand Its FootprintEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors
Free Data GraphicCoresight Bites: US Apparel Spending Sees Revival Coresight Research March 15, 2021 The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. The data are sourced from the US Bureau of Economic Analysis (BEA). Click the image to read more about the topic. This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China
