Reasons to Read

Our Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming Market Navigator report on US grocery retailing.

Gain insights into emerging ideas and opportunities in the US grocery market, understand the competitive landscape and explore our grocery-related survey data. We also provide a sneak peek of the themes we are watching in the market, aligning with our proprietary RESET framework.

Look out for our full report, publishing next week, where we will explore these topics in further detail and present key insights about market factors, the macro context and more.

Data in this research report include:

  • Total sales in the US grocery retail market and year-over-year change, 2019–2028E
  • Proprietary survey data on where US grocery shoppers buy their products and why

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, The Fresh Market, H-E-B, Kroger, Publix, Sprouts Farmers Market, Walmart, Wegmans

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Reasons to Read

Discover how beauty company L’Oréal is driving innovation and achieving sustainability with our insights from the company’s “Let’s Talk Beauty” strategic presentation.

The virtual session took place on September 12, 2024, and was delivered by COO Antoine Vanlaeys.

Other relevant research:

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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, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US.

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 findings—US consumers’ expectations for their personal finances and the economy over the next 12 months

Other relevant research:

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Reasons to Read

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Data in this report include:

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

Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Burlington Stores, Coty, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Levi Strauss, Macy’s, Nordstrom, Ralph Lauren, Ross Stores, The TJX Companies, Ulta Beauty, Under Armour, VF Corporation

Other relevant research: 

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Reasons to Read

Coresight Research attended the National Association of Chain Drug Stores Total Store Expo (NACDS TSE) in August 2024, hosting the Innovation Forum alongside our partners GoCharlie, Omnistream, Placer.ai and Treasure Data.

In this report, we offer key highlights and strategic insights from the event. Hot topics included GenAI (generative artificial intelligence), pharmacy benefit manager (PBM) reform and innovations shaping the US healthcare market.

Companies mentioned in this report include: Amazon, CVS Health, GoCharlie, IBM, Omnistream, Placer.ai, Teladoc Health, Treasure Data, Walgreens Boots Alliance, Walmart

Other relevant research:

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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: Aldi, Adidas, Metro Mattress, Reebok

Other relevant research:

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Reasons to Read

We present the latest developments in retail shrink, which include new anti-theft laws in the US and supermarket security measures in the UK. Plus, discover new solutions and partnerships in the loss-prevention technology space, and dive into recent commentary on shrink from selected US retailers.

Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report covers the period mid-August to mid-September 2024.

Companies mentioned in this report include: Appriss Retail, Associated British Foods, Co-op, Dick’s Sporting Goods, Giant Food, Morrisons, Nordstrom, Target, ZeroEyes

Other relevant research:

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Reasons to Read

The US Federal Reserve is cutting interest rates, with the latest, 50-basis-point interest-rate cut announced on September 18, 2024.

In this Data Dive, we review the state of consumer debt in the US amid these cuts, including trajectories, delinquencies (past-due) and ratios to income. Read our data-driven insights to understand key metrics shaping the US consumer economy.

Data in this research report include:

  • US household debt, 2Q24, including outstanding balances and delinquency rates
  • US household credit card debt, 2010–2024
  • US household debt service payments as a proportion of disposable personal income
  • Raio of US consumers’ unsecured debt to monthly household income, breakdown by income—proprietary survey data

Companies mentioned in this report include: Costco, Dick’s Sporting Goods, Kohl’s, Shein, Target, The TJX Companies

Other relevant research:

  • More reports in the Coresight Research Data Dive series
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Reasons to Read

We present key insights ahead of Flipkart’s Big Billion Days (BBD) 2024, which will begin on September 27. We discuss consumer sentiment for the festive season, categories that consumers are likely to buy during the event, and key initiatives from Flipkart to offer a seamless shopping experience and drive sales.

Data in this research report include:

  • Number of online shoppers in India, 2019–2027E
  • Most popular categories that Indian consumers shop online, July 2023–June 2024

Companies mentioned in this report include: Amazon, Flipkart, Myntra, Samsung, Walmart

Other relevant research:

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Reasons to Read

Coresight Research is a research partner of Shoptalk Fall 2024, a new conference from the Shoptalk team that will explore the latest trends, innovations, challenges and opportunities in the retail industry.

The event will take place during October 16–18, 2024, in Chicago, Illinois, US.

Plan your time at Shoptalk Fall 2024 with this essential guide to key sessions across six retail themes, from unified commerce to brand loyalty.

Don’t miss out on strategic insights to help your business identify the signal in the noise of the vast quantities of data, news and other information we all confront today. We look forward to seeing you at Shoptalk Fall.

This report was first published on September 18, 2024. We updated some details on October 7, 2024. 

Other relevant research:

  • Catch up on insights from previous Shoptalk events and look out for our daily coverage of Shoptalk Fall 2024 here.
  • Complementing this guide, the Coresight Research Retaili$tic podcast previewed Shoptalk Fall in an episode released on October 1, 2024. Tune in to hear critical insights from Deborah Weinswig, CEO and Founder of Coresight Research, on a range of retail topics!
  • All our coverage of retail management

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in August 2024, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), August 2023–August 2024
  • Year-over-year changes in retail sales by sector, July and August 2024

Other relevant research:

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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 9, 2024, survey), we present new data on the beauty sector specifically, diving into where beauty shoppers make purchases and what they buy.

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

  • Whether consumers have purchased beauty products in the past three months
  • Popular retailers and product categories among beauty 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, CVS, Sephora, Target, Ulta Beauty, Walmart

Other relevant research:

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Reasons to Read

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

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on August 26, 2024.

Following a period of dwindling consumer sentiment in China, we have recently seen this trend pivot. Dive into our analysis to keep on top of consumer shifts and understand their implications for the wider market.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the past two weeks

Other relevant research:

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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 whether the actual implementation of AI (artificial intelligence) in retail aligns with the technology’s dominance in industry conversation.

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:

  • Estimated global GenAI applications market size and growth trajectory

Other relevant research:

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