Question of the WeekWhat Product Category Has the Highest Buying-to-Discovery Ratio on Instagram among US Social Media Shoppers? Coresight Research March 23, 2020 QUESTION OF THE WEEK: What Product Category Has the Highest Buying-to-Discovery Ratio on Instagram among US Social Media Shoppers? The buying-to-discovery ratio—the proportion of respondents who make purchases on Instagram as a percentage of those who use the platform to research or discover products—is the highest for the apparel and footwear category on Instagram, at 83%. This is closely followed by products in beauty segments, which together see a buying conversion of 80.3% of US social media shoppers. This document was generated for Other research you may be interested in:Shoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated Routes
Deep Dive4Q19 US Earnings Season Wrap-Up Coresight Research March 23, 2020 Reasons to ReadThis report offers analysis of the fourth-quarter 2019 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss retailers across a number of sectors: Apparel and footwear—including NIKE and VF Corporation Beauty—including Estée Lauder and L’Oréal CPG—including Procter & Gamble and Colgate-Palmolive Department stores—including JCPenney, Macy’s and Nordstrom E-commerce—including Alibaba, Amazon and JD.com Electronics retail—Best Buy Luxury—including Capri Holdings REITs—including Brookfield Property Partners Specialty retail—including Burlington Stores, L Brands and Ross Stores Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance Home and home-improvement retail—including Home Depot and Lowe’s Click here to read the 3Q19 US Earnings Season Wrap-Up 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: Homecare and Health Dominate at the Start of 2025Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer
Insight ReportCoronavirus Insights: US Drugstores Step Up; Potential Drug Shortages Could Be a Long-Term Concern Coresight Research March 23, 2020 Reasons to ReadWith the coronavirus continuing to spread globally, we consider its impact in the US drugstore sector. CVS, Rite Aid and Walgreens are adapting their services in response to the shifting landscape. We discuss the initiatives that these major drugstore chains in the US are rolling out to support consumers during the outbreak, including waiving fees and offering innovative, minimal-contact testing services. We also consider the potential challenge of drug shortages in the US over the longer term, due to the nation’s reliance on China in the medicine manufacturing supply chain. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights
Analyst CornerWeinswig’s Weekly—March 22, 2020 Coresight Research March 22, 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” outlines a new series of online events from Coresight Research, so everyone can join, even if they are in isolation. Each report also includes the following content: Recent retail and technology headlines from Asia, Europe, Latin America and the US—this week’s highlights include Costco, Marks & Spencer and Carrefour. Macroeconomic updates for Asia, Europe, Latin America and the US. An earnings calendar for Coresight 100 companies. A calendar of upcoming retail events. 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:Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationThe Next Frontier of CommerceUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights
Insight ReportCoronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the Storm Coresight Research March 20, 2020 Reasons to ReadWe live in exceptional times as a global pandemic keeps shoppers home and compels many stores to close as they work with government to slow the spread. There is no standard roadmap for analysts to assess how retailers will fare amid a disease outbreak that dramatically changes consumer perceptions and behavior—so Coresight Research created one. This report looks at: What are the characteristics of a company positioned for the challenges ahead. How top US retailers rank based on these criteria. Some surprising players you may not expect to make the cut. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. 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 11: US CPG E-Commerce LatestEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicUS Tariffs on Canada and Mexico: What US Consumers ThinkLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights
Flash ReportCoronavirus Insights: Survey Finds US Shoppers Are Bracing for the Long Haul (Select Findings) Coresight Research March 20, 2020 Reasons to ReadCoresight Research surveyed US consumers in mid-March 2020 about the impact of the coronavirus pandemic on their behaviors. This report is available for free and can be accessed by registering for a free account. This report features extracts of our full survey, including: How concerned respondents are about the coronavirus outbreak. The impact, or expected impact, on respondents’ jobs and incomes. Which types of places they are currently avoiding. Whether respondents expect to retain changed behaviors after the end of the outbreak. Our full report is available to premium subscribers and provides additional survey findings including: How concerned respondents are about the coronavirus outbreak, what they are worried about, and how long they think the impact will last. Their concerns about job and income prospects. The types of public places respondents currently avoid, and they types of places they will avoid should the pandemic worsen. Whether they are buying more or less of any categories as a result of the coronavirus outbreak, and which categories they are buying more/less of. Whether they expect to make more purchases online during the coronavirus outbreak and, if so, in which categories. Whether they expect to retain changed behaviors even after the coronavirus outbreak ends and, if so, which behaviors. In addition to this survey, Coresight Research is publishing ongoing coverage on the coronavirus outbreak which can be accessed here. 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:4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
Insight ReportCoronavirus Insights: Survey Finds US Shoppers Are Bracing for the Long Haul, Say New Behaviors Will Stick (Full Report) Coresight Research March 20, 2020 Reasons to ReadCoresight Research surveyed US consumers about the impact of the coronavirus pandemic on their behaviors, in mid-March, 2020. This is what the report found: How concerned they are about the coronavirus outbreak, what they are worried about, and how long they think the impact will last. Their concerns about job and income prospects. The types of places they currently avoid and will avoid should the pandemic worsen. What they are buying more of and what they are buying less of. If they will shop more online and if so, what they will buy. Whether they expect new behavior changes to stick even after the outbreak ends. If you do not have a premium subscription, you can access select findings in a complementary abridged report. In addition to this survey, click here to view additional coverage of the coronavirus outbreak. 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:Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store Closures Coresight Research March 20, 2020 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover: What is happening in retail in the US and UK this week. Year-to-date 2020 major US and UK store openings and closures. 2020 major US retail bankruptcies. New non-store-closure news. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week. This report also includes temporary store closures caused by the ongoing coronavirus outbreak. Click here to view our full collection of Weekly US and UK Store Openings and Closures Trackers. Complementing our weekly Tracker report, the new Coresight Research Retail Store Databank offers our premium subscribers access to opening and closure 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:Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic
Deep DiveRetailTech: Sensormatic Solutions—Johnson Controls’ Retail Tech Foundry Coresight Research March 19, 2020 Reasons to ReadJohnson Controls’ Sensormatic Solutions division started out life in the 1960s after its founder witnessed a shoplifting incident and was inspired to build a business that shrinks shrink. Now, Johnson Controls is aiming to grow its Sensormatic Solutions business into a global leader in smart and connected shopper engagement. With a dominant market position and strong technology capabilities, Johnson Controls is well-positioned to deliver on this goal. This report looks at how Johnson Controls will grow through: Enabling retailer in-store digitalization. Supporting systems integration to offer omnichannel operations. Digitalizing related activities using its portfolio of sensors, cameras, readers and data sets, which represent one of the largest assortments available from any single service provider. 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:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthTariffs + Consumer Sentiment: A Timeline, 2025—Data GraphicApparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey Insights
Deep DiveUS Off-Price Retail: Two Companies Dominate the Market Coresight Research March 19, 2020 Reasons to ReadConsumer demand remains high for off-price retail in the US. Exploring this typically brick-and-mortar market, we present its defining characteristics and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc. We discuss the dominance of two players in particular, considering company revenue growth over the past five years. This report also covers the following key topics in the US off-price retail market: The physical footprint expansion of selected retailers The role of e-commerce Growing product categories in the market How traditional department stores, including Macy’s and Nordstrom, are leveraging off-price channels The research for this report was prepared before the impact of the coronavirus outbreak reached severe levels in the US, including the closure of stores by many major 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:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—UpdateEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthUS Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet
Insight ReportChina Retail Sales Slide During Coronavirus Shutdown: Implications for US Retail Coresight Research March 19, 2020 Reasons to ReadAfter months under lockdown, major Chinese cities are coming back to life as new COVID-19 cases continue to fall. But China’s retail had a tough couple of months as consumers stayed home during what is normally the busiest time of year for them: Chinese New Year. This report looks at: · How the outbreak in China affected online and brick and mortar retail. Some surprising findings from recent data about consumer behavior under quarantine. Lessons US retailers can draw on to prepare for COVID-19 in the US. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. 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: All Things Tech at Shoptalk Spring 2025 with John HarmonInnovator Matrix: Retail MediaJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level
Insight ReportFebruary 2020 US Retail Sales: Growth Strengthens as Grocery Stores See Coronavirus-Driven Panic Buying Coresight Research March 19, 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, selected US retailers’ same-store sales and key global consumer indicators. Click here to view our full collection of Monthly Reports. Highlights from our February 2020 US Retail Sales Report: US retail sales surged in February, growing at more than double January’s already impressive rate. This should be good news for retail, but most was driven by coronavirus panic buying and so is not sustainable. As we head into what could be one of the most challenging periods for retail in recent memory, we look at what February figures tell us. This report looks at: Which retailers saw sales surge. Which products people snapped up. Retailers that did not do well. 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 Department Stores: Kohl’s vs. Macy’sRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil
Insight ReportCoronavirus Insights: US Retail Braces for Worsening Outbreak Coresight Research March 18, 2020 Reasons to ReadFor weeks we’ve witnessed scenes of panic buying as nervous consumers emptied store shelves of products such as toilet paper and other staples. The situation changed quickly over the March 14-15 weekend as state and local governments began announcing plans for ordered or strongly suggested retail closings. Coresight Research visited stores in New York City and saw some interesting—and unexpected—trends. This report looks at: What consumers are doing to cope with spending more time at home—and what it means for retail. How Americans are finding a substitute for hard-to-find toilet paper. The impact on luxury and the psychology of luxury purchases in uncertain times. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. 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: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights
Insight ReportCoronavirus Insights: India Suspends Visas as Supply Chains Are Disrupted and Consumers Face Lockdowns Coresight Research March 18, 2020 Reasons to ReadAs nations around the world scramble to tackle the fast-moving COVID-19 outbreak, which the World Health Organization has now declared to be a global pandemic, India seems to have escaped the worst of it as infections appear to be spreading slowly, but business and government are taking action. This report looks at the steps being taken and the impact the outbreak is estimated to have on the economy: How the visa ban will impact the economy as tourism accounts for 9.2% of GDP. How key industries that rely on Chinese suppliers have they been affected by supply chain disruption. What Indian companies are doing to mitigate the impact—and to engage with consumers. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarThree Data Points We’re Watching This Week, Week 3: Retailer FocusThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day
Insight Report2020 Tax Tracker, Week 6: Average Refund Size Almost Equal to Last Year Coresight Research March 18, 2020 Reasons to ReadAs of week six of the US tax refund season, the volume of refunds received is up slightly year over year, and the average refund size is nearly flat versus 2019. We review the data published by the Internal Revenue Service and look at what results from week six may mean for the rest of the season. We are seeing slow but steady growth in total refunds since 2015, as well as increasing number of taxpayers filing electronically. 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 46: Boll & Branch Nearly Doubles Its Store CountWeekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth
