Reasons to Read

Each report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

This week’s note, “From the Desk of Deborah Weinswig,” reveals six topics in retail that you can’t afford to miss at NRF 2024: Retail’s Big Show, which is taking place in New York this week.

Stay tuned for our ongoing coverage of NRF 2024!

Other relevant research:

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Reasons to Read

We present our updated Tech 25 focus list of retail-technology companies to watch. The list comprises public companies that align with our expectations for key technology trends in 2024 and beyond.

Our launch report covers what’s new for the Tech 25 and a breakdown of the companies into four broad sectors: e-commerce, enterprise software, in-store tech (and warehouse tech) and infrastructure. The full Tech 25 list is included in the report appendix.

  • The infographic download summarizes the composition of the Coresight Research Tech 25.

Companies mentioned in this report include: Adobe, Alibaba, Alphabet (Google), IBM, Microsoft, Nvidia, Oracle, Qualcomm, SAP, Salesforce, Workday

Other relevant research:

  • Download the infographic using the icon on this page or click here to view it online.
  • All our coverage of technology.
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Reasons to Read

From AI-driven personalization to supply chain optimization, what are the tech trends that are set to reshape retail this year? On January 10, 2024, Coresight Research presented 10 key retail-tech trends at CES 2024.

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Reasons to Read

The Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas.

From AI-driven personalization to supply chain optimization, what are the tech trends that are set to reshape retail this year? We continue our coverage of CES 2024 by discussing such trends and sharing insights from notable sessions on the ongoing integration of AI across various sectors.

Companies mentioned in this report include: Alibaba, Dentsu, Instacart, Meta, Nasdaq, Nvidia, Qualcomm

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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:

  • 2024 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2023 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2024 major US and UK store closures and openings
  • 2024 major US and UK retail bankruptcies
  • 2023 major US and UK retail bankruptcies

Companies mentioned in this research report include: Sprouts Farmers Market, Bodycare

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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 the five forces we expect to shape US retail in 2024; proprietary survey data on US consumer confidence; and Zulily’s declining revenues and closure—and the implications for retail.

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Reasons to Read

The Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas.

In this report, we discuss some notable cool technologies that we have seen during the event from Israeli startups and other innovators, spanning AI, beauty tech, transportation and much more.

Stay tuned for more coverage of CES 2024!

Companies mentioned in this report include: Elevance Health, Intel, L’Oréal, Microsoft, Walmart

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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 the US mass merchandiser, warehouse club and discount store market.

Gain insights into emerging ideas and opportunities, understand the growth trajectory of the market, and explore the competitive landscape. 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, generative AI, retail media, private label and Web3.

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 segment, 2017–2022
  • Online sales and year-over-year growth rates, 2018–2027E
  • US CPI and PPI, plus proprietary survey data on how US consumers are changing their shopping habits in response to inflation
  • US annual tax refunds and US SNAP recipients
  • Revenues, market share breakdown, operating margins, and store portfolios and traffic of leading companies in the market
  • Proprietary survey data on where US consumers are shopping and what they are buying

Companies mentioned in this report include: Big Lots, BJ’s Wholesale Club, Costco, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet, Target, Walmart

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Reasons to Read

The Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas.

In this report, we present highlights from the first day of the conference on January 9, 2024, which featured a “State of the Industry” address by the CTA. Keynotes from major retailers provided insights on AI (artificial intelligence), customer-centric innovation, sustainability and more.

Stay tuned for more coverage of CES 2024!

Companies mentioned in this report include: Elevance Health, Intel, L’Oréal, Microsoft, Walmart

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Reasons to Read

Online retailer Zulily—once valued at nearly $9 billion—is shutting down its operations due to financial instability. Zulily’s collapse serves as a cautionary tale for brands and retailers, emphasizing the importance of agility, operational efficiency, innovation and a deep understanding of market dynamics and consumer demands.

In this report, we dive into the implications of Zulily’s closure for competitors, suppliers and retail overall.

Data in this research report include:

  • Annual revenue and operating margin data for Zulily, 2018–2022
  • Quarterly revenue and EBITDA data for Zulily, 4Q20–1Q23

Companies mentioned in this report include: Amazon, Shein, Temu, Walmart, Zulily

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Reasons to Read

Coresight Research will attend NRF 2024: Retail’s Big Show in New York City during January 13–16, 2024.

The annual conference helps businesses navigate the evolving retail landscape, exploring the latest business models, advanced technologies and consumer behaviors. Read our comprehensive event guide to make sure you don’t miss out on key sessions across major topics in retail, from retailtainment to circular business models to talent and more.

Don’t miss out on critical insights during the event! Keep up with daily NRF 2024 coverage from Coresight Research on stage.coresight.com.

Companies mentioned in this report include: Burlington Stores, Levi Strauss & Co, PepsiCo, NielsenIQ, Salesforce, Target

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Reasons to Read

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

This report details announcements from the period December 18–31, 2023.

Learn about the latest tech startup funding, new GenAI features and developments related to copyright infringement.

Companies mentioned in this report include: Alibaba, Baidu, Arkon Energy, Cerence, Google Research, Harvey, Microsoft, OpenAI, The New York Times

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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 January 2, 2023.

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

  • 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

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Reasons to Read

The Coresight Research team is attending CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas.

Which cool products have we seen so far? Read this report for highlights from the ShowStoppers Launch.IT, Unveiled and Pepcom Digital Experience! product showcases. We touch on AI, healthcare, inclusivity and more hot topics.

We also outline the CTA’s tech trends to watch and insights from selected company press conferences during the pre-conference days on January 7–8.

Stay tuned for more coverage as we bring you highlights from keynotes at the conference proper!

Companies mentioned in this report include: Closer Robotics, Hisense, iMicro Systems, LG, myWaves, OOrion, Panasonic, Socialdream, SoundFun Corporation, TechMagic, ViXion, Y-Brush

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Reasons to Read

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

In this report, we present 10 trends in technology that are shaping US e-commerce in 2024 and provide our recommendations for retailers to respond to short-term consumer needs while securing longer-term success. The report aims to guide businesses in navigating the evolving e-commerce terrain for sustained success.

This report is made available to non-subscribers of Coresight Research through its sponsorship by Rithum.

Data in this research report include:

  • Proprietary survey data on brand advertisers’ retail media funding plans and the impact of sustainability on US consumers’ purchases
  • Global augmented reality (AR) and virtual reality (VR) market size, 2017–2027E
  • Estimated global last-mile delivery market for 2023, 2024 and 2027

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