Insight ReportThe New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats Coresight Research February 23, 2021 Reasons to ReadThe value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. E-commerce platforms that have adopted value positionings have seen success over the past few years. We see their growth as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key e-commerce players in the increasingly competitive global value retail sector. Our focus is on the US, the UK and China. CONTENTS What’s the Story? Why It Matters The New Value Retailers—Online Marketplaces: In Detail Established Online Value Marketplaces: Pinduoduo and Wish Amazon: Low-Priced Third-Party Sellers and Dynamic Pricing Emerging Online Value Marketplaces Online Value Marketplaces Enable the Shift to Value 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:Weekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store ExpansionAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar
Insight ReportEarnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees Recovery Coresight Research February 22, 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 February 21, 2021—namely, CVS Health, L’Oréal and Walmart. Read the Earnings Insight 4Q20, Week 2 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:Innovator Profile: Lumi AI—Uncovering Hidden Value with Automated Data IntelligenceAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference
Insight ReportUS Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (Select Findings) Coresight Research February 22, 2021 Reasons to ReadThis report provides select findings from Coresight Research’s February 15 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we discuss a breakdown of consumer spending across different categories, by household income. 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: Consumer spending across different, by income What activities consumers have done in the past two weeks Which retailers consumers bought food and nonfood products from 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: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USThree Data Points We’re Watching This Week, Week 15: US CPG LatestShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer Experiences
Deep DiveUS Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (Full Report) Coresight Research February 22, 2021 Reasons to ReadCoresight Research’s February 15 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: Consumer spending on food and nonfood categories by income level 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 Buying and Which Retailers They Are Buying From What Consumers Bought In-Store and Online Which Retailers Consumers Purchased Food and Nonfood Products From What Shoppers Are Doing and Where They Are Going Consumers Prioritize Socializing, Remain Wary of Public Places More than 86% Avoid Public Places Reviewing Trend Data in Current Purchasing Behavior What Consumers Are Currently Buying More Of and Less Of Where Consumers Are Cutting Spending, by Income Level 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:Analyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data Graphic
Insight ReportJanuary 2021 UK Retail Sales: Sales Slide Further amid Lockdown Coresight Research February 22, 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. We review the January 2021 data for UK retail in total and by sector. This report covers 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 Growth in online retail sales, by major sector A Covid-19 lockdown timeline 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 InsightsReinventing Store Checkout: Minimizing Friction to Drive Business Growth1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
Analyst CornerWeinswig’s Weekly: Stimulus Checks Are Benefiting Retail—But Could Be Benefiting It Much More Coresight Research February 21, 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 the extent to which stimulus checks benefited US retail in January, and whether retail is capturing its “fair share” of consumers’ windfalls. 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:Three Data Points We’re Watching This Week, Week 16: US Easter ExpectationsThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Insight ReportJanuary 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 32%, Heading for Gradual Recovery Coresight Research February 19, 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. In this report, we assess US retail traffic in January 2021, covering the following: Weekly shopper traffic trends Traffic by retailer vertical Regional traffic trends Traffic by retailer location type 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:Connected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonHead-to-Head in Global Luxury Retailing: Kering vs. LVMH
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 7: Läderach To Open 34 New Stores in the US Market Coresight Research February 19, 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 Amazon Fresh, DICK’S Sporting Goods, Läderach and Tempur Sealy in the US and Asda, B&M, Home Bargains, Lidl and Toolstation in the UK Click here to view our full collection of Weekly US and UK Store Openings and Closures Trackers. 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:Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsInnovator Matrix: Retail Media
Insight ReportCoresight Research x Blue Yonder Retail Insights: US Retailers Prioritize Local Sourcing While Consumers Demand Faster Delivery Coresight Research February 18, 2021 Reasons to ReadCoresight Research and Blue Yonder conducted two surveys in early January 2021 to understand US retailers’ strategies around local sourcing and the impact of Covid-19 on US consumers’ shopping behaviors. Based on our findings, we present five key retail insights in this report, covering the following topics: Retailers’ sourcing changes implemented due to Covid-19 The benefits that retailers are seeking through local sourcing and nearshoring strategies The degree to which retailers’ perceptions and strategies align with consumer priorities when shopping Preferred shopping channels by consumers when purchasing clothing and footwear The importance of retailers’ environmental sustainability and social impact initiatives to consumers in choosing where to shop for clothing and footwear Click here to watch the on-demand webinar of the Coresight Research and Blue Yonder virtual mini conference, which brought together leaders from top retailers that have not only survived but thrived during the pandemic—including New Balance, Tractor Supply, Orvis and PVH Corp—to discuss the importance of an agile supply chain in today’s unpredictable retail environment. View the presentation from the conference, and read our key insights in the free event report, covering nearshoring strategies, inventory management, sustainability, last-mile delivery and more. 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: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights
Flash ReportTractor Supply Company Acquires Orscheln Farm and Home Coresight Research February 18, 2021 Reasons to ReadIn this report, we discuss the agreement reached by US retailer Tractor Supply Company on February 17, 2021, to acquire US farm and ranch retailer Orscheln Farm and Home. We discuss the key details of the agreement, which will see Coresight 100 retailer Tractor Supply Company pay $297 million to complete its takeover of Orscheln Farm and Home’s 167 stores in the US Midwest. This marks the company’s latest major acquisition since it took over pet supplies retailer Petsense in 2016. 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:Retail 2025: 10 Trends Shaping the Retail Media MarketNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025September 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability
Insight ReportJanuary 2021 US Retail Sales: Stimulus Boosts January Retail Sales Growth Coresight Research February 18, 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 January 2021. This report covers the following: US total retail sales excluding gasoline and automobiles—year-over-year change 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:Analyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik BhatiaInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic
Event PresentationThe New World of Retail Coresight Research February 17, 2021 Reasons to ReadOn May 13, 2020, Deborah Weinswig, CEO and Founder of Coresight Research, presented on the new world of retail at…… This presentation covers the following: Shifts in consumer grocery purchasing behavior The latest on retail inventory Learnings from China’s perspective through the lockdown Click here to read more Coresight Research coverage of the impact of coronavirus on 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Rolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicThe Next Frontier of CommerceFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s Next
Free Data GraphicCoresight Bites: Signs of Strength in the US Housing Market Coresight Research February 17, 2021 Our US Housing Market Macro Overview offers the latest insights into the state of the US housing landscape. We cover nine recent metrics for the US market in our report. Data on housing completions, permits and starts are positive for the housing sector, with all three metrics registering growth in December 2020. Authorized housing permits increased by 17.3% year over year, whereas housing completions grew 8.0% and housing starts increased by 5.2% year over year, according to US Census Bureau data. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—Infographic2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth Amid Margin Pressure
Insight ReportUS Warehouse Clubs and Dollar Stores Forge Ahead with Omnichannel Initiatives and Physical Expansion Coresight Research February 17, 2021 Reasons to ReadContinuing to ride on the pandemic-driven e-commerce wave of 2020, warehouse clubs and dollar stores are likely to remain in growth mode through 2021 and beyond. In this report, we look at the omnichannel initiatives and real estate expansion plans of major warehouse clubs (BJ’s Wholesale Club, Costco and Sam’s Club) and discount variety storers (dollar stores Dollar General and Dollar Tree, as well as discount retailers Big Lots and Five Below) in the US as they aim to attract and retain consumers across the income spectrum. CONTENTS What’s the Story? Why It Matters Warehouse Clubs and Dollar Stores Forge Ahead: In Detail Warehouse Clubs Will Continue To Capitalize on E-Commerce Discount Variety Retailers Build Upon Tentative Steps To Develop Digital Capabilities Warehouse Clubs and Dollar Stores Will Pursue Physical Expansion in 2021 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 Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraTariffs + Consumer Sentiment: A Timeline, 2025—Data Graphic
Insight ReportUS Housing Market Macro Overview Coresight Research February 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 recent report on the e-commerce in the US furniture and home-furnishings retail category. 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:Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
