Analyst CornerAnalyst Corner—Speed Shopping: The Quick-Commerce Surge in India, with Manik Bhatia Manik Bhatia, Head of Custom Research Sector Lead: Anand Kumar, Associate Director of Retail Research June 23, 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. 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. This week, Manik Bhatia, Head of Custom Research, discusses India’s quick-commerce market, considering its development, competitive edge and future prospects in the e-commerce space. Other relevant research: More Coresight Research reports on India retail and quick commerce Read previous Analyst Corner reports, including last week’s, which discussed key findings from our seventh annual US Online Grocery Survey. 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:Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsRetail 2025: 10 Trends in Retail TechnologyGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores
Insight ReportJune 2024 US Retail Sales Outlook: Projecting Further Retail Resilience in the Second Half of 2024 Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 21, 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 June 20, 2024. Data in this research report include: Proprietary Coresight Research 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: May 2024 US Retail Sales: Solid Growth Continues as Department Stores Rebound 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:Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—Infographic4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedThree Data Points We’re Watching This Week, Week 3: Retailer Focus
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 21, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover data points we are watching in week 25 of 2024, from our projections for the global generative AI market to trends in US beauty e-commerce. Companies mentioned in this graphic include: TikTok Dive into the full research reports behind these data points: AI Models: Risky Business—Navigating the Challenges of Using AI US CPG Sales Tracker: E-Commerce Growth Accelerates, But Not for Beauty Beauty Shopping in Focus—TikTok Gains in Latest Quarter: US Consumer Survey Insights Access all our US Consumer Survey Insights reports for more on the trends we are seeing from week to week. 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:Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 25: Casey’s To Open 100 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 21, 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: Casey’s, JCPenney, Torrid, Walmart Other relevant research: The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research 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. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. 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:Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And OpeningsRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability
Insight ReportUS Back to School 2024: Retail Outlook John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 20, 2024 Reasons to ReadContinuing our US Back to School 2024 series of reports, we present our retail outlook for the back-to-school (BTS) season, including our spending projections. What should retailers expect this season? Discover the consumer context and its implications for retail to get a step ahead. Data in this research report include: Estimated US BTS consumer spending, by category, 2020–2024E Year-over-year (YoY) change in US retail sales—actual and projected, May 2023–May 2025E Latest figures for leading indicators of US retail sales, including wages, unemployment rate, savings rate Inflation—YoY change in US consumer prices for selected retail categories Proprietary US consumer survey data—expectations for the state of personal finances and the economy; strategies to deal with inflation; BTS purchasing expectations Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Target, Walmart Other relevant research: US Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? The Coresight Research US Consumer Survey Insights Databank provides insight into US consumer behaviors from our weekly surveys. Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. The Coresight Research US Retail Sales Databank 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 Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceRetail 2025: India Retail Predictions—Midyear Trends UpdateAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer
Insight ReportUS CPG Sales Tracker: E-Commerce Growth Accelerates, But Not for Beauty Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 20, 2024 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. This edition of the report presents key insights for the four weeks ended May 19, 2024. Data in this research report include: CPG e-commerce, in-store and total sales growth E-commerce CPG sales growth by category type Food & beverage departments: e-commerce and total sales growth Nonfood departments: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Beauty Shopping in Focus—TikTok Gains in Latest Quarter: US Consumer Survey Insights Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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:Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon
Deep DiveAI Models: Risky Business—Navigating the Challenges of Using AI John Harmon, CFA, Managing Director of Technology Research June 20, 2024 Reasons to ReadBeware the risks of AI (artificial intelligence) and generative AI (GenAI)! We offer a detailed overview of the challenges of using AI models, with recommended actions that retail companies should take to ensure that AI models operate effectively (producing reliable output) and are used responsibly. Our insights span the four stages of AI implementation: pre-deployment, at the time of deployment, during deployment and after deployment. Stay at the forefront of AI: read this report to gain a better understanding of training bias, model drift, hallucination and other critical concepts related to the use of LLMs (large language models). This report is made available to non-subscribers of Coresight Research through its sponsorship by Intel. Data in this research report include: Estimated global GenAI hardware and applications market size and year-over-year growth, 2024–2028 Companies mentioned in this report include: Amazon, IBM, Microsoft, Salesforce, Walmart Other relevant research: More reports on GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—Infographic
Deep Dive1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 19, 2024 Reasons to ReadWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2024, covering revenues, earnings per share and comps, 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: Alibaba, Amazon, Bath & Body Works, Best Buy, Burlington Stores, Capri Holdings, CVS Health, Dollar General, Dollar Tree, Lowe’s, Macy’s, PVH Corp., Ross Stores, Tapestry, Target, Ulta Beauty, Under Armour, Walgreens Boots Alliance, Walmart Other relevant research: Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline The Coresight 100 list 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearDeeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights
Event CoverageNRF APAC 2024: Wrap-Up—Strategizing for the Future of Retail with AI and Customer-Centricity Coresight Research June 19, 2024 Reasons to ReadThe Coresight Research team attended and participated in the inaugural NRF 2024: Retail’s Big Show Asia Pacific (NRF APAC 2024) in Singapore, which ran June 11–13, 2024. Hosted by the National Retail Federation (NRF), the three-day event brought together retail technology innovators, industry experts, brands and retailers to participate in panel discussions, present on key topics in retail and showcase their solutions. In this wrap-up report, we present insights from NRF APAC 2024. Dive into the future of retail, digital transformation and consumer-centric strategies, with highlights on the use of AI (artificial intelligence) and sustainable practices. Companies mentioned in this report include: Amazon, Centric Software, Domino’s Pizza, Endeavour Group, Fast Retailing, NIKE, Ocado, PUMA, Zebra Technologies Other relevant research: Read our insights from NRF 2024: Retail’s Big Show, held in New York City earlier in the year. More Coresight Research coverage of the China retail market Research on sustainability and retail technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Five Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerInnovator Matrix: MarTech
Event CoverageShoptalk Europe 2024 Wrap-Up: Retailers as Data Firms, Fueling Retail Media, Unified Commerce and Generative AI Applications John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 19, 2024 Reasons to ReadCoresight Research is a research partner of Shoptalk Europe 2024, which took place during June 3–5, 2024, in Barcelona, Spain. The annual event brings together retail and e-commerce professionals to discuss industry trends, innovations and challenges. In this report, we present our top insights from this year’s event, covering topics such as artificial intelligence (AI) and generative AI (GenAI), unified commerce, retail media and new industry relationships, among others. Companies mentioned in this report include: Amazon, Bata, Currys, H&M, IKEA, Instacart, Kingfisher, Mars, Mattel, Mytheresa, Omni Talk, Otto Group, Procter & Gamble, Victoria’s Secret, Walmart, Zalando Other relevant research: Read our Shoptalk Europe 2024 daily and Startup Pitch coverage here Read more about the topics covered in this report: emerging technology, GenAI in retail, retail media Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Financial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicSNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All StoresConsumer Confidence Rebounds in October: China Consumer Survey Insights
Insight ReportMay 2024 US Retail Sales: Solid Growth Continues as Department Stores Rebound Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 19, 2024 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in May 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), May 2023–May 2024 Year-over-year changes in retail sales by sector, April and May 2024 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. 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’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping JourneyMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights
Event CoverageDecode the Future of How We Shop, Eat and Play at NextGen Commerce, a Coresight Research Conference—Event Preview Coresight Research June 18, 2024 Reasons to ReadJoin Coresight Research at our exclusive NextGen Commerce conference, which will bring together top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play. Read our preview to take a peek at what this unmissable event has in store. We look forward to seeing you there! Other relevant research: Register now for the NextGen Commerce conference and cocktail party. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Executive SummaryOn Wednesday, June 26, 2024, in New York City, Coresight Research will host an exclusive, one-day conference, NextGen Commerce. This transformative event will bring together top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play! Coresight Research Insights The conference promises insightful discussions on the impact of AI (artificial intelligence), retail media, RFID (radio-frequency identification), AR/VR (augmented and virtual reality) and more on the current and future landscape of commerce. Attendees will gain the opportunity to learn how next-generation technology, including GenAI (generative AI), impacts the decisions and strategies of key C-suite executives; discover how these technologies can enhance the customer experience, streamline operations, improve employee satisfaction and drive growth; engage in interactive conversations centered around use cases and demos; and dive into the real-world applications of AI in retail with leading retail companies and technology leaders. The captivating panels and keynotes at NextGen Commerce will explore a range of critical topics in retail, covering the customer experience, AI-enabled healthcare, data-driven personalization, the shifting grocery landscape, the evolution of retail real estate and the growing importance of sustainable practices. Esteemed speakers include senior executives from AmeriCo Group, AWS, Dollar General, Lush Décor, Mars, PacSun, PIM Brands, and many more. Our carefully curated post-conference cocktail party offers an unmissable opportunity to explore the forefront of retail innovation and unlock valuable connections with fellow professionals and entrepreneurs alike. Introduction On Wednesday, June 26, 2024, in New York City, Coresight Research will host an exclusive, one-day conference, NextGen Commerce. This transformative event will bring together a distinguished gathering of senior executives from top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play! NextGen Commerce—Event Preview: Coresight Research Insights Our in-person NextGen Commerce conference promises insightful discussions on the impact of AI (artificial intelligence), retail media, RFID (radio-frequency identification), AR/VR (augmented and virtual reality) and more on the current and future landscape of commerce. This exciting event is sponsored by leading companies including Alvanon, Amazon Ads, AWS (Amazon Web Services), Cimulate, Digital Wave Technology, Intel, Omnistream, Treasure Data and Tymely. Network, Learn and Sharpen Your Competitive Edge The NextGen Commerce event features a fantastic lineup of speakers and a dynamic community of delegates. Attendees will engage with top experts, innovators, retailers and commerce leaders who are shaping the world of AI, discussing everything from groundbreaking innovations to advanced optimization strategies. Do not miss this chance to network and collaborate with the best in the field! By attending the conference, you will gain the opportunity to: Learn how next-generation technology, including GenAI (generative AI), impacts the decisions and strategies of key C-suite executives. Discover new options for deploying next-generation technologies and the ways these new technologies can enhance the customer experience, streamline operations, improve employee satisfaction and drive growth. Engage in interactive conversations centered around use cases and demos provided by industry experts and major retailers. Dive into the real-world applications and case studies of AI in retail with leading retail companies and technology leaders, covering a range of topics, including personalization and the ROI (return on investment) of AI investments. Agenda Highlights The captivating panels and keynotes at NextGen Commerce will see leaders from across the commerce and technology ecosystems reveal insights into tackling critical questions around AI and advanced technologies and how they are fueling market disruption and innovation. Among other engaging sessions, conference highlights will offer attendees the chance to: Take a deep dive into crafting customer experiences that not only captivate your customers but also unlock organizational efficiencies. Explore the emotional triggers and strategies that forge deep brand connections, and learn how to design seamless touchpoints across all channels that build brand loyalty. Learn the art of e-commerce persuasion, from website design and user experience to targeted marketing campaigns. Explore strategies for creating a seamless connection with your physical store through placemaking principles, blending the best of online and offline experiences. Explore the shift toward health and wellness in the retail sector, driven by AI-enabled tools that empower consumers to actively engage with their health. Discover the power of data-driven personalization and unlock strategies to transform casual customers into brand fanatics. Learn how to create captivating experiences that resonate deeply with your target audience, predict their needs and exceed their expectations. Explore the shifting grocery landscape and discover strategies to win over today’s mindful shoppers. Discuss the evolution of retail real estate in a world shaped by e-commerce and changing consumer habits. Discover strategies for creating futureproof retail spaces that resonate with the next-generation consumer, foster community and drive business success. Explore the growing importance of sustainable practices and learn how businesses can integrate environmental and social responsibility into their operations, from sourcing materials to product delivery. Discover strategies for reducing waste, minimizing environmental impact, and building a more ethical and sustainable future for your brand. Esteemed speakers include senior executives from AmeriCo Group, AWS, Dollar General, Lush Décor, Mars, PacSun, PIM Brands, and many more. You can view the full conference agenda here. Post-Conference Cocktail Party Our carefully curated cocktail party is designed to encourage the exchange of ideas and foster new relationships among leaders, innovators and influencers. Whether you are a seasoned industry expert or a budding entrepreneur, our cocktail party will offer an unmissable opportunity to explore the forefront of retail innovation and unlock valuable connections with fellow professionals and entrepreneurs alike. This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This WeekUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John Harmon
Deep DiveBeauty Shopping in Focus—TikTok Gains in Latest Quarter: US Consumer Survey Insights Aditya Kaushik, Analyst June 17, 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 June 10, 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: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: US Beauty—Retail 2024 Sector Outlook: Feel-Good Factor To Drive Sales Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way All our research reports on beauty retailing 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:Innovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceSeasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights Extra
Analyst CornerAnalyst Corner—Walmart Leads, Amazon Loses Ground in the Online Grocery Market: US Survey Insights with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 16, 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. 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. This week, Sujeet Naik, Analyst, discusses key findings from our seventh annual US Online Grocery Survey, including insights on Amazon and Walmart’s competitive positioning, consumers’ order-fulfillment preferences and the reasons why shoppers choose a particular retailer. Other relevant research: US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce US Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-Commerce Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. The Coresight Research US Consumer Survey Databank provides insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s, which discussed four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare. 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:Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsSector Focus: Beauty Retailing—Data GraphicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik Bhatia
InfographicThree Data Points We’re Watching This Week: US Surveys Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 14, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover data points we are watching in week 24 of 2024. This week, we focus on key, proprietary survey findings, covering US consumers’ attitudes to theft-prevention measures, their back-to-school shopping plans and their responses to inflation. Dive into the full research reports behind these data points: Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share Responses to Inflation—Fewer Shoppers Are Changing Their Spending Habits: US Consumer Survey Insights Access all our US Consumer Survey Insights reports for more on the trends we are seeing from week to week. 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsHead-to-Head in Global Luxury Retailing: Kering vs. LVMHAnalyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further Closures
