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: Pandora, Primark

Other relevant research:

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Reasons to Read

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

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.
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Reasons to Read

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more.

Data in this research report include:

  • Recent police-recorded shoplifting offenses in England and Wales

Companies mentioned in this report include: Albertsons, Avery Dennison, Co-op, Destiny USA, Flock Safety, Jumbo, Schnucks

Other relevant research:

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Reasons to Read

The Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail in 2024, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology.

In this report, we provide an overview of the retail-tech market and present 10 key technologies that we expect to be influential in retail in 2024—with discussion of what we think is significant today and what will be important in the year ahead.

Key topics include generative AI (artificial intelligence), Web3-enabled supply chains, loss prevention, edge computing, food waste and more!

Companies mentioned in this report include: Adobe, Alphabet, Amazon, Avery Dennison, Diebold Nixdorf, Honeywell, JCI, IBM, Intel, Microsoft, Nvidia, Oracle, Panasonic, Qualcomm, Salesforce, SAP, Snowflake, Zebra Technologies

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 11, 2024, across five sectors: apparel and footwear, beauty, drugstores, e-commerce 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: Alibaba, Amazon, Coty, CVS Health, Estée Lauder, Ralph Lauren, Tapestry, Under Armour, VF Corporation

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

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 5, 2024.

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

  • Consumers’ levels of unsecured debt and expectations of financial windfalls
  • Activities that consumers have done in the past two weeks
  • What consumers have bought in-store and online in the last 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:

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Reasons to Read

Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries.

In this Market Navigator, Coresight Research explores drugstore and pharmacy retailers operating in the US. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. You will discover key insights about market factors, consumer behavior and preferences—based on proprietary survey findings—the US macro context and more. We also discuss the themes we are watching in the market, aligning with our RESET framework. Key topics covered in this report include sustainability, GenAI (generative artificial intelligence), consumerized healthcare and private-label offerings.

Included with this Market Navigator

  • Grab quick access to charts, data points and conclusions in the presentation download
  • Access the data behind key charts and tables in the Excel download

Data in this research report include:

  • Market size and year-over-year growth rates, 2018–2027E
  • Sales breakdowns by sector, 2022
  • Online sales, year-over-year growth and e-commerce penetration rates, 2018–2027E
  • Prescription and non-prescription drug Consumer Price Index (CPI), as well as the pharmacies and drugstores Producer Price Index (PPI)
  • Revenues, operating margins and store portfolios of leading companies from across the US drugstore and pharmacy landscape
  • Proprietary survey data on where US consumers are shopping and what they are buying, as well as how they are changing their shopping habits in response to inflation

Companies mentioned in this report include: Adobe, Albertsons, Amazon, Best Buy, Chewsy, Cityblock Health, CVS Health, Dollar General, Good Neighbor Pharmacy, Google, Hy-Vee, Koninklijke Ahold Delhaize, Kroger, Microsoft, Publix, Rite Aid, Target, Walgreens Boots Alliance, Walmart

Other relevant research:

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Reasons to Read

The new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. Our model is also driven by forces such as casualization, resale and demand for authentication.

We introduce the Fast Luxury model in this research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm.

Other relevant research:

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Reasons to Read

The new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. Our model is also driven by forces such as casualization, resale and demand for authentication.

We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm.

Companies mentioned in this research report include: Amazon, Burberry, Canada Goose, Chanel, Fashionphile, Harrods, Hermès, Kering, LVMH, Poshmark, The RealReal, Rebag, Selfridges, Tapestry, ThredUP

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.

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 explores the growing popularity of deep-discount grocers in the US and its implications for the grocery landscape.

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: H&M, Nordstrom, The RoomPlace, Tractor Supply Company, Walgreens Boots Alliance

Other relevant research:

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Reasons to Read

Our Three Data Points We’re Watching This Week series spotlights key data points from this week’s research.

This week, we highlight proprietary survey findings on US consumer behavior as well as recently announced store closures in the US.

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The Generative AI Latest series provides regular updates on generative AI (artificial intelligence), also known as GenAI, globally—across retail, infrastructure and applications.

This report details announcements from January 2024 and discusses three key trends we are watching: GenAI-powered chatbot tech, applications moving up the value chain and GenAI-powered copilots on next-generation smartphones.

Companies mentioned in this report include: L’Oréal, IBM, Microsoft, Qualcomm, Salesforce, SAP, Walmart

Other relevant research:

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Reasons to Read

The US will see more than 7 million square feet of retail space close in 2024.

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of February 2, 2024.

Data in this report are:

  • Year-to-date announced US store closures and openings estimates for 2023, by retailer
  • Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer
  • US announced store closures and openings: week-by-week data for year-to-date 2023 versus the comparable period in 2022

Companies mentioned in this report include: Aldi, Amazon, Barnes and Noble, Bath & Body Works, CVS Health, Dollar General, Dollar Tree, IKEA, JD Sports, Macy’s, Ross Stores, Soft Surroundings, Ulta Beauty, Walmart, WHSmith

Other relevant research:

  • View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra 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.
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