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

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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: Macy’s, Moshulu

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Reasons to Read

Generative AI (artificial intelligence), also known as GenAI, rests on the shoulders of decades of AI research. Software developers and engineers have been busy developing applications to manage and control large language models (LLMs) so that more businesses and individuals can access the power and benefits of GenAI.

This Research Preview offers an early look at our forthcoming Retail-Tech Landscape of selected innovators that provide generative AI (artificial intelligence), also known as GenAI, applications. Understand the need for GenAI applications and uncover the growth potential and key categories of the market.

Look out for the full report to discover the featured companies! We focus solely on startups—privately held tech companies that were founded within the last 10 years.

Other relevant research:

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Reasons to Read

The FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers.

Data in this research report include:

  • Top Five US Grocery Retailers’ Revenue (USD Bil.), CAGR and YoY % Change

Companies mentioned in this report include: Albertsons, Amazon, Costco, H-E-B, Kroger, Publix, Walmart, Wegmans

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Reasons to Read

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of February 23, 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:

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Reasons to Read

The Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

This month, we explore US consumers’ perceptions of price rises and strategies to combat inflation when shopping both grocery and nongrocery categories. We dive into trading down and other trends by age, income and more.

We also include results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past seven months.

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

  • US consumers’ observations of recent price changes in retail—overall and by geography
  • Rates at which consumers are adopting different inflation-combating strategies when shopping for grocery and nongrocery products
  • In-depth look at trends in trading down and buying less—breakdown of inflation responses by income, age and gender

Other relevant research:

  • Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports.
  • The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
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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

Given the combination of consumers’ heightened demand for leisure and travel, the tight labor market, rising unforeseen expenses and volatile macroeconomic conditions, understanding and effectively managing costs and margins has become more crucial than ever. Today, hospitality businesses must aim to harness the capabilities of digital transformation technologies for better cost and margin management.

We delve into the challenges and expectations around cost and margin management in the hospitality sector—including hotels, restaurants and other hospitality industries (such as fitness centers and theme parks)—through the lens of digital transformation technologies. We examine the current cost and margin management pain points of hospitality businesses, as well as their tech and data usage challenges and their expectations regarding emerging technologies, such as artificial intelligence (AI) and machine learning (ML).

This report is produced and made available to non-subscribers of Coresight Research in partnership with Workday, a leading cloud-based financial and human capital management software platform.

Data in this research report include:

  • Estimated global hospitality workforce management software market size for 2023 and 2030
  • Proprietary survey data on the costs hospitality businesses found most difficult control and the unexpected costs they occurred over the past 12 months
  • The impact of unexpected costs on hospitality businesses’ margins over the past year
  • Survey data on the challenges hospitality businesses encountered while managing store staff in times of fluctuating demand and the challenges they encountered while making their operations adaptive to a fast-changing market

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 fourth-quarter 2023 earnings.

This week, there are highlights from companies that reported in the week ended February 25, 2024, across four sectors: apparel and footwear, food and grocery, home and home-improvement, 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: Floor & Decor Holdings, Gildan Activewear, The Home Depot, Sprouts Farmers Market, Walmart, Wayfair

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 latest findings are from a survey conducted on February 20, 2024.

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

  • Where consumers have bought food and nonfood products from in the last two weeks
  • Activities that consumers have done in the past 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:

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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

Our China Retail Insights series presents the latest insights from the ever-evolving landscape of China’s retail market. Each report in this series provides on-the-ground updates, dissecting the trends, innovations and consumer behaviors that are shaping one of the world’s most dynamic retail environments.

In this report, Coresight Research reviews the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday.

Data in this research report include:

  • Domestic tourism revenue during Chinese New Year, 2019–2024
  • Domestic tourist numbers and average spending during Chinese New Year 2024
  • Average daily duty-free spending and total duty-free spending on the island of Hainan during Lunar New Year 2024

Companies mentioned in this report include: Adidas, Alipay, China Duty Free Shop, Chow Tai Fook, Little Red Book, Lululemon, Qunar

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

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, Director of Research Swarooprani Muralidhar explores the future of consumer healthcare, previewing our new report on 10 trends in the healthcare industry. She offers her take on the healthcare industry’s transformation, from technology to the retail opportunity.

Other relevant research:

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