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 month, we continue our quarterly Seasonal Shopping series. We assess consumers’ holiday shopping expectations for calendar events in the fourth quarter of 2024 (4Q24, October–December): Amazon’s Prime Big Deal Days, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season.

This report includes a recap of 3Q24 holidays, analyzing how consumers celebrated and spent on the Fourth of July, Labor Day, Amazon’s Prime Day, the back-to-school season and the Paris Summer Olympics, comparing their actual behavior to their earlier plans.

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

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

  • Whether US consumers expect to celebrate and spend on key holidays in 4Q24
  • How much consumers expect to spend on key holidays in 4Q24—compared to last year and in dollar terms
  • What activities consumers plan to do to celebrate the 4Q24 events
  • Consumers’ spending expectations for the 2024 holiday season
  • Consumers’ behavior and spending during key holidays in 3Q24

Companies mentioned in this research report include: Adidas, Amazon, NIKE, Target, Under Armour, Walmart

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Reasons to Read

DMEXCO (Digital Marketing Expo & Conference) 2024 took place during September 18–19, 2024, at the Koelnmesse exhibition center in Cologne, Germany. Each year, the event brings together marketing and media professionals, industry leaders and technology pioneers from around the world to explore key topics in the digital marketing space.

Coresight Research took part in the “From Bricks to Clicks: Loyalty Programs as the Catalyst for Omnichannel Insights” panel at DMEXCO 2024. We present insights from the panel, covering a range of topics, including loyalty programs and retail media.

Companies mentioned in this report include: Target , Tealium, Walkbase

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

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: Dobbies, Hallmark, Rally House, WHSmith

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The need for demand for advanced demand-forecasting tools has evolved with the digitalization, increasing complexity and heightened competition of the retail landscape today.

We discuss demand-forecasting trends for retail (including the impacts of generative AI) and present selected technology providers globally that provide software solutions for demand forecasting and planning—from enterprise software to grocery-focused solutions to supply chain management technology.

This report is an update of our Retail-Tech Landscape published in April 2024.

Companies mentioned in this report include: Afresh, HIVERY, Impact Analytics, Microsoft, Oracle, Prevedere, RELEX Solutions

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Announced store closures by Big Lots and Family Dollar in September have pushed planned total closed retail space for 2024 to nearly 89 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 September 27, 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: Big Lots, Family Dollar, Foot Locker, LL Flooring

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Groceryshop 2024 is nearly here! We preview the “Shark Reef” startup pitch competition, providing details on the event’s format and judging panel as well as the 12 participating retail-technology innovators.

Discover solutions spanning supply chain and inventory management, operational efficiency, enhancing the customer experience, and marketing! Which startups do you think will win Judges’ Choice and Audience Choice?

Coresight Research is an official research partner of Groceryshop 2024. Look out for our free, daily coverage of the event on stage.coresight.com.

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The Coresight Research Innovator Matrix series uncovers the top technology companies across key segments, helping retailers find technology partners, and investors discover promising retail-technology innovators poised for growth.

In this report, we discuss the US demand-forecasting technology landscape and opportunity, and identify the next generation of retail innovators in the space. Demand forecasting is a critical component of retail operations that significantly impacts a retailer’s ability to optimize inventory levels, reduce waste and improve customer satisfaction.

We analyze, evaluate and score the top companies based on their relative performance on a two-factor evaluation scale: level of innovation and market potential.

Companies mentioned in this report are: Afresh, Algo, Blue Ridge, Blue Yonder, Impact Analytics, o9 Solutions, RELEX Solutions, SAS Institute, ToolsGroup

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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 (with the latest data from our September 23, 2024, survey), we dive into consumer’s responses to inflation and their self-reported financial resilience.

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

  • Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending
  • How long consumers could cover their bills after losing their income, and unsecured debt as a proportion of monthly household income
  • Activities that consumers have done in the past two weeks
  • 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
  • Consumers’ expectations for the economy overall and for their own personal financial situation

Companies mentioned in this research report include: Amazon, Costco, Walmart

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Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries.

In this Market Navigator, Coresight Research explores the US grocery market. Dive in today to gain insights into emerging ideas and opportunities in grocery retailing, understand the growth trajectory of the market and explore the competitive landscape. You will also discover key insights about market factors and consumer behavior and preferences, based on proprietary survey findings. We also discuss key themes we are watching in US grocery retailing, aligning with our RESET framework. Key topics covered in this report include consolidation in the US grocery space, the impact of the Ozempic economy on US grocers, growing competition due to grocery discounters and grocery retailers’ sustainability efforts, among others.

Included with this Market Navigator

  • Grab quick access to charts, data points and conclusions in the presentation download
  • Access the data behind key charts and tables in the Excel download

Data in this research report include:

  • Total and online market sizes and year-over-year growth rates, 2019–2028E
  • Market breakdowns by category, distribution channel and product segment, 2017–2023
  • Total inflation, food-at-home inflation, and the Finished Consumer Foods Producer Price Index, December 2021–June 2024
  • Revenues, operating margins and store counts of leading retailers from across the US grocery market
  • Shopper visitation growth rates (retail traffic) for major retailers of groceries
  • Proprietary survey data on where US consumers are shopping for grocery products (both in-store and online), and why they choose the retailers they shop

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, BJ’s Wholesale, Costco, Dollar General, Dollar Tree, Kroger, Lidl, Private Label Manufacturers Association, Publix, Sainsbury’s, Sprouts Farmers Market, Target, Tesco, Trader Joe’s, Walmart

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Reasons to Read

Coresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Augmodo!

Other relevant research:

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

Coresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Machyna!

Other relevant research:

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.

Reasons to Read

Coresight Research is an official research partner of Groceryshop 2024, which will take place in Las Vegas, Nevada, US, during October 7–9, 2024. On October 7, the “Shark Reef” Startup Pitch competition will see 12 early-stage technology startups compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Indellia!

Other relevant research:

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We relaunch our longstanding CORE framework for AI (artificial intelligence) in retail with a focus on generative AI. The updated framework serves as a navigation tool for retail companies exploring the use cases of generative AI in the industry, covering front-end (consumer-facing) and back-end (fulfillment and supply chain) operations.

We updated this framework in September 2024 to reflect where GenAI’s impact on retail is crystallizing.

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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, Anand Kumar, Associate Director of Retail Research, discusses three key themes currently transforming the US retail and e-commerce market: social commerce, expanded online marketplaces and retail media.

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.

Data in this research report include:

  • Proprietary survey data on US consumers’ social media shopping behaviors

Other relevant research:

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