Analyst CornerAnalyst Corner—Three Key Themes Transforming the US Retail Landscape with Anand Kumar Anand Kumar, Associate Director of Retail Research September 29, 2024 Reasons to ReadWelcome 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: Social Commerce in Focus—Beauty Leads the Way: US Consumer Survey Insights The US Retail Media Market: Understanding the Ad Buyer’s Perspective in CPG Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online Landscape Read previous Analyst Corner reports, including last week’s report, which discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US. 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: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce Waste
Innovator ProfileInnovator Profile: Devour—Transforming Food Delivery into an Engaging Gaming Experience Vijay Doijad, Analyst September 27, 2024 Reasons to ReadCoresight 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 Devour! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:US Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesGlobal Tech and Retail Layoffs in 2025: Structural or Cyclical?Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce
Innovator ProfileInnovator Profile: Puller AI—Empowering Retail Teams To Access Critical Data Effortlessly with a No-Code Platform Vijay Doijad, Analyst September 27, 2024 Reasons to ReadCoresight 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 Puller AI! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Three Data Points We’re Watching This Week, Week 3: Retailer FocusThree Data Points We’re Watching This Week, Week 34: US Retail Sales OutlookApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over Year
Innovator ProfileInnovator Profile: Rodeo—Boosting E-Commerce Conversion with Passwordless Auto-login Vijay Doijad, Analyst September 27, 2024 Reasons to ReadCoresight 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 Rodeo! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Three Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusTariffs and Earnings: What Companies Have Reported—Data GraphicHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 39: UK Store Openings Up 13% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 27, 2024 Reasons to ReadOur 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: Claire’s, Frasers Group, Levi’s, Salt Life Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for AdministrationConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 27, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 39 of 2024, spanning home-furnishing shopping trends, online beauty sales and L’Oreal’s patents. Dive into the full research reports behind these data points: US CPG Sales Tracker: Post-Spike Lull for CPG E-Commerce as Beauty Declines Again “Let’s Talk Beauty”: Innovation, Digital Transformation and Sustainability Are Strategic Priorities for L’Oréal Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights This document was generated for Other research you may be interested in:Analyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March
Innovator ProfileInnovator Profile: Journey Foods—Innovating Food Product Development with AI-Powered Solutions Vijay Doijad, Analyst September 26, 2024 Reasons to ReadCoresight 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 Journey Foods! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:High-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersRetail 2025: 10 Trends in Retail TechnologyAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik
Innovator ProfileInnovator Profile: Leav—Simplifying In-Store Checkout with Scan & Go Vijay Doijad, Analyst September 26, 2024 Reasons to ReadCoresight 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 Leav! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:NextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Innovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsRetail-Tech Landscape: MarTechFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—Infographic
Innovator ProfileInnovator Profile: bops—Enhancing Retail Efficiency Through Collaborative Inventory Intelligence Vijay Doijad, Analyst September 26, 2024 Reasons to ReadCoresight 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 bops! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Holiday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—Infographic
Deep DiveRetailTech: Loss Prevention—Understanding the Big Picture To Prevent, Mitigate and Recover “Shrink”ing Profits John Harmon, CFA, Managing Director of Technology Research September 26, 2024 Reasons to ReadRetailers globally are grappling with the heightened incidence of shoplifting, including events involving organized retail crime (ORC), and their actions to combat theft have meaningful consequences for customer sentiment. In this research report, we explore established and emerging technologies that retailers can leverage to reduce and prevent shrink from external sources, as well as critical loss-prevention measures before, during and after a theft incident. Dive into the applications and benefits of technologies such as item tags and computer vision, which can help identify, discourage and mitigate the impact of incidents, in addition to enormous benefits from improving inventory accuracy. Plus, discover the central role of AI (artificial intelligence)-powered computer vision in loss prevention and operational efficiency. Protect your profits today. Gain essential insights to help your business implement a comprehensive loss-prevention strategy that ensures a positive customer experience while safeguarding assets. This report is made available to non-subscribers of Coresight Research through its sponsorship by Diebold Nixdorf. Data in this research report include: US retail shrink, in total and as a proportion of total sales Quarterly earnings analysis—references to shrink by selected US- and UK-based retailers Proprietary survey analysis of US consumers’ perceptions of and responses to shoplifting and theft-prevention measures Companies mentioned in this report include: Aldi, Impinj, Rite Aid, NCR Voyix, Sensormatic, Target, Walgreens, Zebra Technologies, Other relevant research: This analysis refines and expands our previous research on loss-prevention technologies, published in June 2023 and October 2020. Keep up to date with developments in retail shrink and ORC with our monthly report series. RetailTech: RFID Is the Technology That Keeps on Giving to Retailers (and Associates and Consumers) Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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:High-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus
Insight ReportSeptember 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate Cut Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 25, 2024 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of September 19, 2024. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this research report include: Our projections for retail sales growth by month for the next 12 months US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024 The Coresight Research US Retail Sales Databank 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:Sector Focus: Off-Price Shopping—Data GraphicEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays
Innovator ProfileInnovator Profile: Kodif—Transforming Customer Support with AI-Powered Automation Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight 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 Kodif! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Innovator ProfileInnovator Profile: Hummingbirds—Connecting Brands with Local Influencers for Authentic Marketing Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight 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 Hummingbirds! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?algolia test postThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures
Innovator ProfileInnovator Profile: Cimulate—Optimizing the Customer Journey To Drive Conversion Vijay Doijad, Analyst September 25, 2024 Reasons to ReadCoresight 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 Cimulate! Other relevant research: See all of our coverage of Groceryshop 2024, as well as previous Groceryshop events Your Guide to Groceryshop 2024: Five Key Themes Driving Growth and Innovation in Grocery and CPG Retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines
Deep DiveHome and Home-Improvement Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst September 24, 2024 Reasons to ReadThe 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 16, 2024, survey), we present new data on the home and home-improvement retail sectors specifically, diving into where home-furnishing and home-improvement shoppers make purchases and what they buy. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased home-furnishing or home-improvement products in the past three months Popular retailers and product categories among home and home-improvement shoppers 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, The Home Depot, Lowe’s, Walmart Other relevant research: US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally Recover All our research reports on home and home-improvement retailing Our monthly US Retail Sales Outlook reports cover the state of the US housing market Every 12 weeks, we survey consumers about each major retail sector, and we include that data in full in our US Consumer Survey Insights Databank. Look out for focused analysis on more retail sectors in future reports in our US Consumer Survey Insights report series. 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 Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sThe New Coresight 100: Leading the Retail Charge in 2025US CPG Sales Tracker: Jump in Food Sales Fuels Total CPG Growth
