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: Abercrombie & Fitch, Best Buy, Dollar Tree, Lululemon Athletica

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What will consumers buy this back-to-school (BTS) season? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories that consumers look set to shop this season.

We also explore consumers’ apparel shopping expectations and preferences in more detail, identifying the apparel brands that are likely to capture spending.

Data in this research report include:

  • Product categories that BTS shoppers expect to buy
  • BTS shoppers’ expectations for spending on product categories compared to last year
  • Apparel brands that consumers plan to buy this BTS season
  • Popular apparel and fashion trends for BTS

We break down our overall findings by school level and household income.

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

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Major drugstore chains play a significant role in the US real estate market, shaping commercial properties across the country. The strategic locations chosen by these establishments not only influence property values and real estate market trends, but also cater to the healthcare needs of their local communities.

We explore the real estate impact of drugstores’ and pharmacies’ evolving business models. We also dive into ongoing store closures in the sector, store traffic at major drugstore chains, and how drugstores and pharmacies are combating retail theft.

Data in this research report include:

  • US drugstores and pharmacies’ total sales and YoY% change, 2018–2027E
  • Total US retail space and estimated net-selling space for major US drugstore retailers
  • Announced store closures and openings for major US drugstore companies, 2020–2023 YTD
  • Store traffic data for major US drugstore retailers, January 2023–March 2024

Companies mentioned in this research report include: Albertsons, Amazon, CVS Health, Hy-Vee, Kroger, Rite Aid, Target, Walgreens Boots Alliance, Walmart

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Reasons to Read

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers.

Data in this research report include:

  • Proprietary survey findings—US consumers’ perceptions of and responses to shoplifting and theft-prevention measures

Companies mentioned in this report include: Dick’s Sporting Goods, Dollar General, Dollar Tree, Five Below, The Home Depot, Kroger, Lowe’s, The TJX Companies, Ulta Beauty

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Reasons to Read

How and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season.

Data in this research report include:

  • BTS shopping expectations by channel—online versus in-store
  • Average planned spend per child on BTS shopping by channel—2023 vs. 2022
  • Where BTS shoppers plan to shop, by retailer—overall and breakdowns by school level and household income
  • Where BTS shoppers plan to shop, by retailer—online versus in-store

Companies mentioned in this report include: Amazon, American Eagle Outfitters, Dollar Tree, Dollar General, Gap, Target, Walmart

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Reasons to Read

We kick off our US Back to School 2024 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season!

How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping.

Data in this research report include:

  • When consumers will shop for BTS, 2024 vs. 2023
  • How much consumers expect to spend on BTS per child
  • Whether inflation will impact BTS shopping
  • How much consumers expect to spend on BTS compared to 2023—overall (in dollar and volume terms) and breakdowns by income, geography and school level
  • What consumers plan to buy
  • Where consumers plan to shop
  • Attitudes to BTS shopping—including key influences on purchasing decisions

Companies mentioned in this report include: Amazon, Dollar Tree/Family Dollar, Target, Walmart

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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 first-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended June 9, 2024, across five sectors: apparel and footwear, beauty, discount stores, specialty apparel and warehouse clubs.

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: Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon, PVH Corp.

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Reasons to Read

The 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 from the four weeks ended April 21, 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:

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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.

In this report, our new findings are from a survey conducted on June 3, 2024. We dive into consumers’ perceptions of and responses to inflation.

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

  • Consumers’ perceptions of and responses to inflation, and its impact on grocery and nongrocery spending
  • 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

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Reasons to Read

Discover key technology-related insights from the 2024 RICE conference. Dive into the technologies support loss prevention, the need for standardization in retail media, the opportunities for tying together digital gaming and retail, and more!

Companies mentioned in this report include: Albertsons, Mattel, RevTech Ventures, The Home Depot

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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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.

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, Madhav Pitalitya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers.

Other relevant research:

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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