Reasons to Read

The Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

Gen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? In this report, we dive into generational trends in consumer preferences and behavior, analyzing where shoppers make purchases and what they are buying, with findings broken down by age.

The appendix of this report provides results on consumers’ shopping behaviors and sentiment from our weekly survey questions aggregated in four-week increments over the past six months.

Data in this research report are proprietary survey findings on:

  • Consumers’ participation in selected activities over the past two weeks—shopping centers and foodservice (August–October 2024)
  • What consumers have bought in-store and online in the last two weeks (August–October 2024)
  • Where consumers have bought food and nonfood products from in the last two weeks (August–October 2024)
  • Popular retailers in selected discretionary categories— apparel and accessories, footwear, and beauty (March–October 2024)

All data are broken down by age to identify generational trends.

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Reasons to Read

On November 13, 2024, Amazon announced the launch of a new digital storefront, Amazon Haul, which offers all its products for $20 or less, with most items under $10 and some as low as $1. We examine the target audience for Amazon Haul, its impact on the main Amazon site and its key advantages over its cross-border competitors, such as Shein, Temu and TikTok Shop.

Companies mentioned in this report include: AliExpress, Amazon, Shein, Temu, TikTok

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Reasons to Read

Announced store closures by American Freight and Big Lots in November have pushed planned total closed retail space for 2024 to just over 116 million square feet, according to Coresight Research estimates.

Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments.

This report is part of our monthly US Store Tracker Extra series; we offer insights into announced developments as of November 29, 2024.

Data in this report are:

  • Year-to-date (YTD) US store closures and openings estimates for 2024, by retailer—total number of store closures/openings and their square-footage impact
  • US announced store closures and openings: week-by-week data for 2024 versus the comparable period in 2023
  • US retail bankruptcies, 2024 vs. 2023

Companies mentioned in this report include: Costco Wholesale, CVS Health, Ulta Beauty, Walgreens Boots Alliance

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying? Track US consumers’ shopping behavior through the holiday season in this report series.

The latest data in this report are from our survey conducted on November 25, 2024, with headline findings on the dominance of Amazon and the popularity of apparel as a holiday category.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days
  • Popular retailers and product categories among holiday shoppers
  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: Amazon, Dollar General, Kohl’s, Target, Walmart

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings. We also explore recent holiday-related commentary from these companies.

This week, there are highlights from companies that reported in the week ended December 1, 2024, across five sectors: apparel and footwear, beauty, department stores, electronics retailers, and specialty apparel.

Data in this report are:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Bath & Body Works, Best Buy, Dick’s Sporting Goods, Guess?, Kohl’s, Macy’s, Ross Stores, Urban Outfitters

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Reasons to Read

Equipping associates with dedicated mobile devices presents numerous benefits for retailers, from employee satisfaction to improved customer experience to retailer efficiency. We refer to this as filling “unserved hands,” meaning retail employees that do not have handheld devices allocated to them for their exclusive use.

In this report, we examine the “unserved hands” opportunity among US retailers, quantifying its scale and exploring the benefits and opportunities for retailers of equipping retail staff with dedicated mobile devices.

Our analysis in this report is informed by a Coresight Research survey of US-based companies operating in a range of retail sectors.

Key Learnings:

  • The labor shortage in the US is impacting retailers and hindering the adoption of mobile devices for employees.
  • Improve operational efficiency and enhance customer satisfaction by powering operations and merchandising with more mobile devices.
  • The benefits of filling unserved hands are prevalent across multiple business workflows.
  • Retailers are willing to invest even more in devices with advanced technology.

Data in this research report include proprietary survey findings on:

  • Retailers’ adoption of mobile devices—in total and by retailer size and segment
  • Challenges that organizations are facing due to the skills gap
  • Barriers hindering the adoption of mobile devices
  • Business functions and workflows that stand to gain from the implementation of more mobile devices
  • Benefits of equipping employees with mobile devices

We also offer several case studies involving leading retailers and brands, such as Lowe’s, Office Depot and Walgreens.

This report is produced and made available to non-subscribers of Coresight Research in partnership with Zebra Technologies, a leading digital solution provider enabling businesses to intelligently connect data, assets and people.

Download the associated infographic for selected findings from this report.

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Reasons to Read

Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states: Arizona, Massachusetts, New Jersey, New York, Oregon and Rhode Island. During these store visits, our team covered outlets, malls, strip malls, super-regional centers, downtown locations and neighborhood centers. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics.

Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Foot Locker, H&M, Lululemon, Macy’s, Target, Walmart, Williams-Sonoma, Zara

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Manik Bhatia, Head of Custom Research, discusses what’s ahead for retail advertising. From AI (artificial intelligence) to the in-store opportunity, find out how retail media networks (RMNs) are set to evolve.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

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Reasons to Read

Today, the Coresight Research team is undertaking its annual Black Friday store tours, visiting the stores of more than 40 different retailers across the US. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.

Companies mentioned in this report include: Best Buy, The Home Depot, Kohl’s, Target, Walmart

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Bath & Body Works and Save-A-Lot, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Kohl’s and Asda.

This report presents data up to week 48 of 2024, ended November 29, 2024.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings, 2024
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: Asda, Barnes & Noble, Bath & Body Works, Gap Inc., Kohl’s, Save-A-Lot

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Reasons to Read

The retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns—from Chinese New Year to the 6.18 shopping festival to Singles’ Day and more.

Use our 2025 calendar to plan your marketing and sales strategies for the China market.

Companies mentioned in this report include: Alibaba, JD.com, Suning.com

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Reasons to Read

The retail calendar in India sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns—from Holi to Diwali to sales events by Amazon and Flipkart, and more.

Use our 2025 calendar to plan your marketing and sales strategies for the India market.

Companies mentioned in this report include: Amazon, Flipkart (Walmart)

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