Insight ReportNovember 2020 Monthly Consumer Update: US, UK and China Coresight Research December 22, 2020 Reasons to ReadAnalyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets. We examine data and assess the overall trends in the US, the UK and China across the following key consumer indicators: Earnings versus inflation Food and fuel prices Retail sales Coresight Research’s monthly reports keep you up to date on 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. 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 14: Urban Outfitters Announces Expansion PlanThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicHead-to-Head in Global Luxury Retailing: Kering vs. LVMH
Insight ReportNew Retail Briefing: Alibaba Upgrades Its Taobao Content Ecosystem Coresight Research December 22, 2020 Reasons to ReadThis report is part of a monthly series in which we discuss developments in China under the banner of “New Retail.” We offer insights into recent news, with a focus on digitalization and strategic collaborations. This month, highlights include Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”. The appendix details the last 12 months of New Retail developments in China. Click here to read the previous report in the New Retail Briefing series, which discusses Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail and become the controlling shareholder. 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: Palate—Agile, Authentic Product Feedback for Better Food InnovationPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
Insight ReportUS Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (Select Findings) Coresight Research December 21, 2020 Reasons to ReadThis report provides select findings from Coresight Research’s December 15 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we discuss what shoppers are doing and where they are going as we head into the holiday peak. 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: The continued momentum of apparel shopping, both online and in-store Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding Whether consumers expect to retain changed behaviors from the Covid-19 crisis in the long term—and if so, which behaviors Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the activities they expect to do in the next two weeks. Click here to view additional coverage of the impact of Covid-19 on retail, which includes US consumer survey findings from previous weeks. 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: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All Stores
Deep DiveUS Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (Full Report) Coresight Research December 21, 2020 Reasons to ReadCoresight Research’s December 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. This week, we discuss what shoppers are doing and where they are going as we head into the holiday peak, covering the following: What activities respondents have done in the past two weeks and what they expect to do in the next two weeks Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding We also present findings and trend data on shoppers’ current online spending habits and whether they expect to retain changed behaviors from the Covid-19 crisis in the long term. If you do not have a premium subscription, you can access select findings in a complimentary abridged report. Click here to view additional coverage of the impact of Covid-19 on retail, which includes US consumer survey findings from previous weeks. CONTENTS What’s the Story? What Shoppers Are Doing and Where They Are Going More Consumers Had Bought Apparel Online and In-Store in the Past Two Weeks Slightly More Consumers Expect to Go on A Trip than Actual Behavior Indicates Eight in 10 Are Currently Avoiding Public Places Reviewing Trend Data in Current Purchasing Behavior What Consumers Are Currently Buying More Of and Less Of Over Seven In 10 Are Switching Spending Online What Consumers Are Currently Buying More Of Online Almost Half Expect to Retain Changed Behaviors over the Long Term 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Innovator Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—Infographic
Question of the WeekWhat Is the Breakdown of Online Sales by Category in the US Digitally Native DTC Apparel and Footwear Market? Coresight Research December 21, 2020 QUESTION OF THE WEEK: What Is the Breakdown of Online Sales by Category in the US Digitally Native DTC Apparel and Footwear Market? Online sales of digitally native apparel and footwear brands will total just over $6 billion in 2020, accounting for 2.2% of estimated overall US apparel and footwear consumer spending ($270.9 billion), according to Fung Business Intelligence and Coresight Research. Click the image to read more about the topic. This document was generated for Other research you may be interested in:Economic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Innovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025
Analyst CornerWeinswig’s Weekly: Renewed Lockdowns Come at a Crucial Time for Retail Coresight Research December 20, 2020 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 impact of renewed Covid-19 lockdowns on retail globally. 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:Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav Pitaliya
Insight ReportNovember 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown Restrictions Coresight Research December 18, 2020 Reasons to ReadNovember saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown. We review the monthly data for UK retail in total and by sector: We chart the trend in total value and volume retail sales growth over the last 13 months. We show value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months. We discuss growth in online retail sales, by major sector. We present a Covid-19 lockdown timeline. 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. Click here to view our full collection of monthly 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:Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 Closures Coresight Research December 18, 2020 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, 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 Designer Brands in the US and Frasers Group 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:Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsCEO Brief: A Turning Point for US Consumers and the Economy?
Insight ReportNovember 2020 US Retail Sales: Total Growth Remains Very Strong Coresight Research December 18, 2020 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 November 2020. 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 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—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025
Insight ReportThe US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and Retailers Coresight Research December 17, 2020 Reasons to ReadThe stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape. Companies featured in this report include Big 5 Sporting Goods, Deckers Outdoor Corporation, Dick’s Sporting Goods and The North Face (VF Corporation). Content What’s the Story? Why It Matters US Outdoor Apparel and Footwear Market: In Detail Our Estimates for 2020 Outlook for 2021 Key Growth Drivers Competitive Landscape The Impact of Covid-19 Recent Innovations in the Outdoor Apparel and Footwear Market What We Think The Way Ahead Implications for Brands and Retailers 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:3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth
Insight ReportThe 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday Season Coresight Research December 17, 2020 Reasons to ReadThis report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery. Click here to read the previous report in the 12 Weeks of Holidays series, which presents our expectations for a digital December and analyzes the implications for US retailers. Click here to read all Coresight Research coverage of US holiday retail. CONTENTS What’s the Story? Why It Matters Five Things We Have Seen This Holiday Season: In Detail Holiday Hiring Slides by 20% Online Grocery Reaccelerates Retailers Owning Last-Mile Delivery Have the Upper Hand Retailers Simulate Brick-and-Mortar Holiday Shopping Experiences with Virtual Stores Retailers Digitally Enhance In-Store and Curbside Pickup 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:CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsRolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—Infographic
Holiday Bites: Selected US Retailers: Increased Fulfillment Capacity Coresight Research December 17, 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. Retailers have been making investments to boost fulfillment capabilities and increase capacity, including building new distribution centers or adding functionality to existing centers. Retailers are also using retail stores as fulfillment centers, leveraging in-store inventory to ship to consumers. Both of these supply chain investments take months to execute across national retail chains, so the retailers that have already been strategically investing in these capabilities are best positioned in the near term. This document was generated for Other research you may be interested in:Shoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25
Holiday Bites: Selected Major US Retailers—Same-Day Delivery Options Coresight Research December 16, 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. Due to Covid-19, there is more unpredictability around the traditional holiday shipping deadlines, with increased pressure this year caused by a surge in online ordering. Retailers have therefore introduced same-day delivery services and leaned on third-party providers to ensure delivery capabilities for the holiday season. We expect that same-day delivery will be a key differentiator for retailers during December, benefiting big-box retailers in particular (which are skewed toward value) and multibrand retailers, such as department stores, because consumers can shop for the entire family, buying multiple gifts in one order. This document was generated for Other research you may be interested in:Economic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondConsumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights
Insight Report5G Wireless in the Supply Chain: Greater Capacity To Connect Virtually Everything, Everywhere Coresight Research December 16, 2020 Reasons to ReadWith 5G wireless technology being turned up in the US, stakeholders in supply chains can begin to leverage the capabilities of these leading-edge networks to make their operations smarter and more efficient. We discuss how 5G can provide benefits throughout the retail supply chain. This report covers the following key content: The flow of information versus goods in a 5G-enabled supply chain How 5G and near0field networks complement each other for end-to-end supply chain coverage The outlook for 5G-enabled supply chains and the implications for retailers and technology vendors To read more about 5G markets, the global rollout of the technology and its benefits for retailers, see our separate report: “5G Wireless: Arrival of the Tech and Its Implications for Retail and Consumers.” Click here to read more Coresight Research reports about the supply chain. 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 2025: UK Retail Predictions—Midyear Trends UpdateChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection Moderates
Deep DiveWhat’s Next for the Digitally Native DTC Apparel and Footwear Market? Coresight Research December 16, 2020 Reasons to ReadOver the past few years, many digitally native DTC apparel brands in the US have risen to prominence. We discuss key trends in the US digitally native DTC (direct-to-consumer) clothing and footwear market. We examine what brands are doing to better serve this market and leverage the opportunities it presents, with examples from digitally native DTC brands including Allbirds, Bonobos and Outdoor Voices. Click here to read our post-crisis outlook update on the US Apparel market. CONTENTS What’s the Story? Why It Matters The US Digitally Native DTC Apparel and Footwear Market: A Deep Dive Market Size and Growth Projections Five Key Trends Growth Drivers for 2021: Price, Quality and Convenience Product Category Expansion Best of Both Worlds: New Approaches to Combining Online with Offline Working with Third-Party Marketplaces and Retailers Community Building To Connect with Target Consumers What We Think Implications for Digitally Native DTC Apparel Brands and Retailers 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:Groceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainUS CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownCEO Brief: A Turning Point for US Consumers and the Economy?
