Reasons to Read

We explore the current state of the US beauty market, providing its size and trajectory for 2024 and beyond, as well as key themes we believe will shape the industry in the years to come. We frame these themes around our RESET framework for change, which provides retailers with a model to respond to short-term consumer needs while securing longer-term success.

Data in this research report include:

  • US beauty products market size and year-over-year change, 2019–2028E
  • Proprietary survey data on how much US beauty shoppers spend on beauty products, which products they buy and why they purchase beauty products
  • Completed M&A (mergers and acquisitions) in the US beauty sector, 2019–2024

Companies mentioned in this report include: Burberry, Estée Lauder Companies, Hue, Instagram, Kohl’s, L’Oréal, Obsess, Procter & Gamble, Sephora, Target, Ulta Beauty, Walmart

Other relevant research:

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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 second-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended August 18, 2024, across five sectors: e-commerce, food and grocery, home and home improvement, luxury, and mass merchandisers.

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: Alibaba, Capri Holdings, The Home Depot, JD.com, Tapestry, Walmart, Weis Markets

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 August 12, 2024, survey), we present new data on e-commerce specifically, diving into where online shoppers make purchases and what they buy.

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

  • Whether consumers have purchased products online in the past three months
  • Popular retailers and product categories among online 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, Costco, Macy’s, Shein, Target, Temu, Walmart

Other relevant research:

  • More research coverage of e-commerce
  • 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.
  • The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations.
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Reasons to Read

Around the world, the apparel and footwear industry is undergoing a transformative shift driven by rapid advancements in digital technology and evolving consumer preferences.

Building on our recent Market Navigator report, we explore how leading apparel and footwear retailers from China, the UK and the US are navigating the dynamic market landscape. Dive into the innovative strategies that retailers are employing to gain and maintain a competitive edge, from monetizing digital platforms and incorporating third-party brands to optimizing brick-and-mortar operations and leveraging cutting-edge selling techniques.

Data in this research report include:

  • Estimated market size and growth trajectories through 2028—China, UK and US apparel and footwear markets, US and UK retail media markets

Companies mentioned in this report include: Alibaba, Amazon, ASOS, JD.com, Macy’s, Marks & Spencer, Next, Target, Tesco, Walmart, Zalando

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, Aditya Kaushik, Analyst at Coresight Research, offers highlights from our US consumer survey analysis, with insights on shopper behavior and spending trends over the past year. Discover which retailers and product categories have gained traction among consumers in this free research report.

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.

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: Amazon, LL Flooring, Mango, rue21

Other relevant research:

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in July 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), July 2023–July 2024
  • Year-over-year changes in retail sales by sector, June and July 2024

Other relevant research:

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Reasons to Read

Continuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments in shrink from the UK and the US, as well as recent earnings commentary from major retailers in Canada, Europe and the US.

Data in this research report include:

  • Proprietary survey data on US consumers’ perceptions of and responses to shoplifting and retailers’ theft-prevention measures
  • Third-party survey data on the types of stores shoplifters believe are the easiest to steal from
  • Police-recorded shoplifting offences in England and Wales, April 2018–March 2024

Companies mentioned in this report include: Ahold Delhaize, Amazon, Avery Dennison, BJ’s Wholesale, Costco, Datascan, Dick’s Sporting Goods, Dollar General, Dollar Tree, Holland & Barrett, Loblaw Companies, Target, Ulta Beauty, Walmart

Other relevant research:

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Reasons to Read

Customer data platforms (CDPs), part of the broader customer relationship management market, collect and integrate data in real time, providing unified profiles that offer a holistic view of a retailer’s customers. This enables retail companies to enhance personalization, customer engagement and data-driven decision-making.

Read this Retail-Tech Landscape to understand the functionality of CDPs and discover selected technology companies globally that provide CDP software solutions across five categories, including analytics and data management.

Data in this research report include:

  • Estimated global CDP and CRM software market size, 2024

Companies mentioned in this report include: Google, IBM, Microsoft, Oracle, Salesforce, SAP, SAS, Tealium, Treasure Data, VASS

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 August 5, 2024, survey), we present new data on drugstore and pharmacy retail specifically, diving into where drugstore and pharmacy shoppers make purchases and what they buy.

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

  • Whether consumers have purchased products at drugstores or pharmacy retailers in the past three months
  • Popular retailers and product categories among drugstore and pharmacy 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: CVS, Rite Aid, Walgreens Boots Alliance, Walmart

Other relevant research:

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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 second-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended August 11, 2024, across five sectors: apparel and footwear, consumer packaged goods (CPG), drugstore, e-commerce, and home and home improvement.

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: Amazon, The Clorox Company, CVS Health, Floor & Decor Holdings, Hanesbrands, Quarte Retail, Ralph Lauren, Under Armour, VF Corporation

Other relevant research:

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Reasons to Read

The major apparel and footwear companies of the US market play a significant role in shaping the country’s real estate landscape—by selecting strategic locations for new stores and making the decision to close stores, these retailers impact commercial properties nationwide.

Building on our Market Navigator on US apparel and footwear retailing, we explore various apparel and footwear companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers are changing their physical footprints in 2024.

Data in this research report include:

  • The size and trajectory of the US apparel and footwear market, 2019–2028E
  • The top 50 US apparel and footwear retailers by 2024 store count, as well as their 2020–2024 store count CAGRs
  • Year-over-year changes in store traffic at major US apparel and footwear retailers, July 2023–June 2024
  • Major store openings and closures in the US apparel and footwear market, 2019–June 2024

Companies mentioned in this report include: Adidas, American Eagle Outfitters, Burlington Stores, Carter’s Inc., Dick’s Sporting Goods, Foot Locker, Gap Inc, H&M, Lululemon Athletica, Nordstrom, Ross Stores, Skechers, The TJX Companies, Urban Outfitters, Zara

Other relevant research:

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Reasons to Read

We continue our countdown to Singles’ Day 2024, the largest online shopping festival in the world, which is now just three months away.

How are brands and online platforms in China successfully engaging with shoppers? Explore four pivotal trends shaping China’s e-commerce landscape, from AI (artificial intelligence) to livestreaming.

Embracing the trends discussed in this report is essential for businesses navigating the fiercely competitive market during Singles’ Day.

Data in this research report include:

  • Estimated global retail revenues generated by AI, 2024–2028
  • China’s livestreaming e-commerce market size and growth trajectory, 2023–2027E

Companies mentioned in this report include: Alibaba (Taobao and Tmall), Douyin, East Buy, JD.com

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, Anand Kumar, Associate Director of Retail Research, outlines our projections for off-price retailing in the US and discusses key factors shaping the growth of the market.

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 on US consumers’ value-seeking behavior

Other relevant research:

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