Three Things You Need To Know: US CPG Sales Tracker—CPG E-Commerce Stays Strong Coresight Research January 5, 2021 We present Three Things You Need To Know on US CPG Sales Tracker: CPG E-Commerce Stays Strong. Find the full report here. 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 Commerce2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and More
Deep Dive2021 Retail and Technology Outlook Coresight Research January 4, 2021 Reasons to ReadAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Click here to view additional coverage of the impact of Covid-19 on retail, which includes Coresight Research’s proprietary US consumer survey findings. CONTENTS What’s the Story? Why It Matters Macro Context and Outlook US and China E-Commerce US Food Retailers, Mass Merchandisers, Warehouse Clubs and Discount Stores US Drugstores US Apparel and Footwear Retailing US Department Store Retailers US Beauty Retail US Home and Home-improvement Retailing The Global Luxury Market The Global Retail Technology Market US Real Estate Investment Trusts (REITs) 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:US CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year
Question of the WeekTo What Extent Did Covid-19 Impact China’s Outbound Tourist Market in 2020? Coresight Research January 4, 2021 Reasons to ReadQUESTION OF THE WEEK: To What Extent Did Covid-19 Impact China’s Outbound Tourist Market in 2020? Coresight Research estimates that the number of outbound trips among Chinese tourists in 2020 dropped by around 90% year over year. Click the image to read more about the topic. This document was generated for Other research you may be interested in:US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency
Analyst CornerWeinswig’s Weekly: 2021 Outlook: Looking Forward to a Healthier Retail Environment as the Year Progresses Coresight Research January 3, 2021 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 CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 53: Shopko Optical To Open 50 Stores Coresight Research December 31, 2020 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 2020 What is happening in retail in the US and UK this week Year-to-date 2020 major US and UK store openings and closures 2021 major US and UK store closures and openings announced to date This week, there are highlights from Pet Supplies and Shopko Optical in the US and LK Bennett 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 Trackers. Complementing our weekly report, the Coresight Research Retail Store Databank offers our premium subscribers access to openings and closures data from 2012 to 2020 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:April 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikAnalyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav Pitaliya
Analyst CornerWeinswig’s Weekly: Coresight Research Plans for 2021—Hot Topics in Retail and Technology Coresight Research December 27, 2020 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:Analyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey Insights
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Stays Strong, Led by 84% Growth in Online Food Sales Coresight Research December 24, 2020 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 report, we present five key insights from the four weeks ended November 29, 2020, 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsPlaybook: GenAI To Reinvent Supply ChainsWeekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 StoresWeekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 52: NIKE Plans To Open 30 Stores Coresight Research December 24, 2020 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 2020 What is happening in retail in the US and UK this week Year-to-date 2020 major US and UK store openings and closures 2021 major US and UK store closures and openings announced to date This week, there are highlights from Guitar Center, NIKE and rue21 in the US and Arcadia Group, Debenhams, Flannels and Gap 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 Trackers. Complementing our weekly Tracker report, the Coresight Research Retail Store Databank offers our premium subscribers access to openings and closures data from 2012 to 2020 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:August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchIntroducing the New Tech 25 for ’25: Retail-Tech Companies To WatchResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT
Holiday Bites: US Consumers’ Holiday Spending Expectations—Survey Update Coresight Research December 24, 2020 Reasons to ReadOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail. Click the image to read more about the topic. A substantial proportion of US consumers expect their total, final holiday spending to be lower than last year. However, some 48% expect their total holiday spending to be less than last year, down five percentage points from 53% last month, due to fewer consumers planning to spend a lot less. Encouragingly, some 15% expect to spend more for the holiday season than last year, up seven percentage points from last month—the highest level we have seen in our weekly surveys since we started asking this question in July. This document was generated for Other research you may be interested in:Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce Latest
Event PresentationCoresight Connect: 2021 Global Retail Predictions Coresight Research December 23, 2020 Reasons to Read On December 16, 2020, Coresight Research hosted a Coresight Connect webinar to introduce our global retail trend predictions for 2021, as the retail industry seeks to understand the post-crisis future for consumer behavior and as many hard-hit retailers look for growth opportunities. This presentation covers the following topics: The prospects for high-growth retail channels, from livestreaming to online grocery The coming shifts in logistics, new retail models and brick-and-mortar retail Emerging category opportunities, from adaptive apparel to CBD The multiyear consumer shifts underlying expected developments in 2021 Click HERE to watch the video recording of this webinar. 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?Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateConsumer Optimism Softens Ahead of Golden Week: China Consumer Survey Insights
Deep DiveChinese Outbound Tourists Survey 2020: Understanding Covid-19’s Impact on Travel into 2021 Coresight Research December 23, 2020 Reasons to ReadThis report details the results of our sixth annual survey of Chinese overseas tourists’ travel, spending behavior and preferences, against the backdrop of the Covid-19 pandemic. We expect the impact of the pandemic to continue to impact travel into 2021, with 72.2% of Chinese tourists reporting that the pandemic will change how they travel after 2020. Our proprietary analysis of Chinese tourists’ travel intentions and attitudes, including how they expect the pandemic to change their travel decisions, destinations and spending, informs retailers globally in preparing for the year ahead. CONTENTS What’s the Story? Why It Matters Survey Methodology Chinese Outbound Tourists Survey 2020 Key Survey Findings The Impact of Covid-19 Travel Plans from the Last Year Future Travel Spending and Shopping on Future Trips Retail and Services Luxury Goods Looking Back on Recent Trips Destinations Spending What We Think Implications for Brands/Retailers Click here to read our Chinese outbound tourist survey from 2019. 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:Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraRetail 2025: China Retail PredictionsUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion Plans
Deep Dive3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum Coresight Research December 23, 2020 Reasons to ReadThis report offers analysis of the third-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—Guess?, Hanesbrands, NIKE, PVH Corp. and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Burlington Stores, Dick’s Sporting Goods, Foot Locker, L Brands, Lululemon Athletica, Ross Stores, The Gap Inc., The TJX Companies and Urban Outfitters Online apparel retailers—Stitch Fix Beauty brands and retailers—Coty, Estée Lauder and Ulta Beauty Department stores—Kohl’s, Macy’s and Nordstrom E-commerce platforms—Alibaba, Amazon, eBay, Farfetch, JD.com and The RealReal Electronics retailers—Best Buy Food, drug and mass retailers—Big Lots, BJ’s Wholesale Club, Costco, CVS Health, Dollar General, Dollar Tree, Five Below, Grocery Outlet, Kroger, Ollie’s Bargain Outlet, Target, Walgreens Boots Alliance and Walmart Home and home-improvement retailers—Lowe’s, RH, The Home Depot, Tractor Supply, Wayfair and Williams-Sonoma Luxury companies—Canada Goose, Capri Holdings, Ralph Lauren, Tapestry and Tiffany & Co. REITs—Brookfield Property Partners, Macerich Company, Simon Property Group, Taubman Centers and Unibail-Rodamco-Westfield Click here to read the 2Q20 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. 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:Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentThree Data Points We’re Watching This Week, Week 15: US CPG Latest
Holiday Bites: US Consumers’ Holiday Shopping Expectations—Survey Update Coresight Research December 23, 2020 Reasons to ReadOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail. Click the image to read more about the topic. Some 31.2% of holiday shoppers have shopped or are shopping from fewer stores to reduce their trips to brick-and-mortar locations, benefiting formats such as mass merchandisers and warehouse clubs that offer multi-category and multibrand products. Three in 10 holiday shoppers have switched or are switching some or all of their holiday spending from stores to e-commerce. We have seen a very gradual uptick in the adoption of curbside and in-store pickup services. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to ExpandHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik
Insight ReportBeauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win? Coresight Research December 22, 2020 Reasons to ReadRecently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. We look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most. This report is part of our Beauty Insights series, which explores prominent or emerging themes and trends in the global beauty market. Click here to read the previous report in the series, in which we discuss beauty brands’ and retailers’ performance during the Singles’ Day 2020 shopping festival, in partnership with CEW. CONTENTS What’s the Story? Why It Matters Beauty Partnerships: In Detail • An Overview of the Retailers: Kohl’s, Sephora, Target and Ulta Beauty • An Overview of the Partnerships • Benefits to the Beauty Retailers • Sephora: Expanding Off-Mall Physical Footprint • Ulta Beauty: Leveraging Target’s Status and Supply Chain • Access to New Customers—New to the Brands and New to Prestige Makeup • Benefits to Kohl’s and Target • Kohl’s: Beauty Category Growth • Access to Beauty Loyalty-Program Members • Increased Store Traffic 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: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsUS Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized ExpansionWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further Closures
Holiday Bites: Top Five US Retailers by Biggest Holiday Hiring Plans 2020 Coresight Research December 22, 2020 Reasons to ReadOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail. Click the image to read more about the topic. Against the backdrop of ongoing health risks, growing e-commerce trends and rampant retail bankruptcies, holiday hiring patterns this season underwent a radical transformation. On a comparable basis, Coresight Research had tracked a 19.8% year-over-year decline in total holiday hiring by retailers and allied sectors such as logistics companies that have announced hiring plans this year. Department stores drove the bulk of the decline, with Macy’s cutting seasonal hires to a little below 38,000 this year from 80,000 in 2019. This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey InsightsFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines
