Company ProfileChow Tai Fook Jewellery Group (SEHK: 1929) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 25, 2024 Reasons to ReadCoresight 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. 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:US Consumers’ Perceptions of Tariffs: Data GraphicRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries
Company ProfileCompagnie Financière Richemont SA (SWX: CFR) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 25, 2024 Reasons to ReadCoresight 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. 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:Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendWeekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores
Company ProfileWalgreens Boots Alliance (NASDAQ: WBA) Company Profile Madhav Pitaliya, Analyst February 24, 2024 Reasons to ReadCoresight 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. 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: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerSeasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata Enrichment
Company ProfileCostco (NASDAQ: COST) Company Profile Madhav Pitaliya, Analyst February 23, 2024 Reasons to ReadCoresight 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. 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:Tariffs + Consumer Sentiment: A Timeline, 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500Holiday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth Estimates
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 8: Close to Half of Body Shop UK Stores To Close Aaron Mark Dsouza, Data Analyst February 23, 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: Best Buy, The Body Shop UK 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:Economic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicCPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—Infographic
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 23, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight inflation’s impact on US consumer behavior, secondhand retail in China and The Body Shop’s UK store closures. 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 Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey InsightsRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—Infographic
Event PresentationIndustry Insights: Decoding Shein and Temu Anand Kumar, Associate Director of Retail Research February 22, 2024 Reasons to ReadWe present the fundamentals of Chinese e-commerce leaders Shein and Temu, covering their business models, supply chains and technologies. Explore the companies’ development timelines and uncover key insights into the factors driving their success. We also reveal 10 essential actions for retailers to take to rival Shein and Temu, spanning marketing, logistics and more. Other relevant research: Retail 2024: 10 Trends in China Retail Day Three at NRF 2024: Retail’s Big Show—Lessons from Macy’s, Shein, Temu and More Data Dive: Shein in Numbers as It Files for a US IPO Weinswig’s Weekly: Temu vs. Shein Shein in Fast Fashion—Update: Establishing Dominance Through New Strategies and Business Expansion Plans Temu Growth and Challenges in the US Market: A Six-Month Follow-Up All Coresight Research coverage of China retail and the supply chain 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:The New Coresight 100: Leading the Retail Charge in 2025Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines
Deep DivePrecision Pricing in Retail: AI-Driven Pricing Decisions for 2024 and Beyond Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services February 22, 2024 Reasons to ReadTo ensure profitability in a volatile macroeconomic and geopolitical environment, retailers need to have a dynamic pricing strategy in place that accounts for shifting shopper needs—and that can be only achieved by leveraging advanced technologies such as artificial intelligence (AI) to their fullest. In this report, we explore challenges in price setting and discuss how retailers can take a stable and robust approach to pricing, providing a blueprint for retailers to win customers and sales with effective pricing strategies. Discover key steps to incorporating an AI-based retail pricing solution and explore the huge benefits of AI-based dynamic pricing. This report is produced and made available to non-subscribers of Coresight Research in partnership with RELEX, a provider of unified supply chain and retail planning solutions. Data in this research report include: Global pricing optimization software market size and growth projections Proprietary survey findings on the integration level of merchandising functions among US retailers Other relevant research: All our coverage of emerging technology and retail management More Innovator Research from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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 Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresSentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey InsightsAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikWeekly UK Store Openings and Closures Tracker 2025, Week 45: Fired Earth To Close Stores Due to Administration
Insight ReportBreathing New Life into the Shopping Experience: The Surge of the Resale Market—China Retail Insights Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 22, 2024 Reasons to ReadThe 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. Dive into the world of resale with our insights on two key success stories: Déjà Vu and Alibaba’s Xianyu. Explore proprietary survey insights to understand consumer behavior when it comes to shopping secondhand goods. Data in this research report include: China’s secondhand goods market—size and year-over-year growth, 2019–2024E Proprietary survey findings—whether Chinese consumers have purchased secondhand products (and breakdown by age), reasons for buying or not buying secondhand goods, categories purchased by resale shoppers, popular resale channels Companies mentioned in this report include: Alibaba, Déjà Vu, Moncler, Gucci, Zhuanzhuan Other relevant research: Returns, Resale and Sourcing in Apparel—Infographic Retail 2024: 10 Trends in China Retail More reports on China retail and sustainability The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. 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:Rolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout
Insight ReportEarnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 20, 2024 Reasons to ReadOur 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 18, 2024, across five sectors: apparel and footwear, beauty, CPG (consumer packaged goods) and luxury. 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: Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition, L’Oréal Other relevant research: Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty 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:Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s NextThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
Market Navigators/Market OutlookMarket Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging Opportunities Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 20, 2024 Reasons to ReadEach Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. In this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We detail the overall market’s competitive landscape, and present key themes we are watching in 2024 and beyond. Data in this research report include: Total sales and year-over-year sales growth in the US convenience store sector, 2019–2028E Top product categories by sales in US convenience stores, 2022–2023 Tobacco sales growth, in dollar and unit terms in US convenience stores, 2019–2023 Major US convenience store retailers’ US revenue, operating margins and US store counts, 2018–2022 Major US convenience store retailers’ year-over-year store traffic growth, January–December 2023 US convenience stores’ total foodservice sales and year-over-year growth, 2018–2022 Companies mentioned in this report include: Alimentation Couche-Tard, Arko Corp., BP America, Casey’s General Stores, EG America, Murphy USA, QuikTrip, Seven & i Holdings, Wawa Other relevant research: All coverage of grocery retail Head-to-Head in Global Convenience-Store Retailing: Seven & i vs. Alimentation Couche-Tard More reports in the Coresight Research Market Outlook 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresWeekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 StoresInnovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer Vision
Deep DiveFewer Consumers Report Inflation-Induced Shopping Changes: US Consumer Survey Insights Aditya Kaushik, Analyst February 20, 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. In this report, our latest findings are from a survey conducted on February 12, 2024. Data in this research report are our latest proprietary survey findings on: Consumers’ awareness of price rises in retail and shopping choices they are making in response, in food and nonfood What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Where consumers have bought food and nonfood products from 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: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:The Great Retail Reset: When Cost, Culture, and AI CollideUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year
Deep DiveConsumers’ Appetite for In-Store Shopping Remains Resilient: China Consumer Survey Insights Madhav Pitaliya, Analyst February 19, 2024 Reasons to ReadThe 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 weekly surveys conducted in January 2024. Data in this research report are our proprietary survey findings for: Avoidance of public places, by type of public place—latest data and one- and four-week PPT changes Activities that consumers have done in the past two weeks What products consumers have bought in-store and online in the last two weeks Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China E-Commerce 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 Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraThree Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional Stores
Analyst CornerAnalyst Corner—Keep Up with Retail Dynamics: The Fast Luxury Model with Sunny Zheng Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 18, 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, Sunny Zheng discusses the new “Fast Luxury” model from Coresight Research, offering her thoughts on the shifting dynamics of luxury retail. Other relevant research: Introducing “Fast Luxury” and Its Implications for the Retail Market US Fashion Resale Market: E-Commerce and Luxury Capture Greater Share Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Analyst Corner reports, including last week’s, which discussed the growing popularity of deep-discount grocers in the US. 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:February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Reinventing Store Checkout: Minimizing Friction to Drive Business GrowthWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 16, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight recently published sales data from Amazon and retail-technology trends to watch in 2024. 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:Holiday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesRetail 2025: China Retail Predictions—Midyear Trends UpdateWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 252026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive Expansion
