Reasons to Read

How is AI (artificial intelligence) transforming retail? Ahead of NextGen Commerce, the inaugural Coresight Research AI Conference, we are publishing a five-part report series exploring key applications of AI in multiple retail sectors: luxury, grocery, beauty, apparel and drugstores.

In this report, we discuss five uses of AI in the luxury sector, covering generative AI art, customer service applications, anti-counterfeiting measures and more.

Companies mentioned in this report include: Gucci, LVMH, Valentino

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Reasons to Read

The Coresight Research weekly 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 survey conducted on November 13, 2023.

Data in this research report are:

  • Consumers’ spending, motivations and platforms used during the Singles’ Day shopping festival
  • What products consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes
  • Expectations for economic conditions and personal finances in the next 12 months

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Reasons to Read

The Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across infrastructure, applications and government.

This report details announcements from the period October 30–November 19, 2023.

Learn about key trends in the space; topics in this report include the latest developments announced by OpenAI and Microsoft at their recent technology conferences (OpenAI DevDay and Microsoft Ignite).

Companies mentioned in this report include: Aleph Alpha, Amazon Web Services, GitHub, Google, IBM, LinkedIn, Microsoft, Mozilla, OpenAI, Picsart, Samsung Electronics, Simon Property Group, Suki, Tabnine, xAI, You.com

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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.

Attention spans are declining; the TikTok effect is emerging. This week’s note, “From the Desk of Deborah Weinswig” (CEO and Founder of Coresight Research), discusses how Coresight Research is evolving our research offering in response and addressing the implications for clients in retail.

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Reasons to Read

Black Friday has arrived! We offer an early read on the shopping event, based on store tours conducted by the Coresight Research team in the US.

Data in this research report are:

  • Planned additional holiday labor by selected leading retail companies, 2022–2023
  • Proprietary US consumer survey data—US holiday shoppers’ expectations for when they will shop for the holiday

Companies mentioned in this report include: BJ’s Wholesale Club, Kohl’s, Home Depot, Walmart

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Reasons to Read

The world’s largest online shopping festival, Singles’ Day, reached its climax on November 11, 2023. We present key Singles’ Day performance highlights from major e-commerce platforms in China, including Alibaba and JD.com.

Data in this report include:

  • Estimated GMV during Singles’ Day, by e-commerce platform type and selected product categories

Companies mentioned in this report include: Alibaba (Taobao/Tmall), Douyin, JD.com, Kuaishou, Little Red Book

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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:

  • 2023 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2022 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2023 major US store closures and openings
  • 2023 major UK store closures and openings

Companies mentioned in this research report include: Sally Beauty, Asda

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Reasons to Read

The 4-5-4 US retail calendar is a guide to the fiscal year ending February 1, 2025. We note major holidays and calendar events within each week across the year and comparing when these fall to the prior year.

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Reasons to Read

What’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing.

Data in this research report include:

  • October 2023 retail sales growth—in total and by subsector
  • October 2023 store traffic trends, by selected segments
  • Black Friday projections—distribution of total US fourth-quarter online retail sales, 2018–2023E
  • Proprietary US consumer survey data—holiday shopping expectations

Companies mentioned in this report include: Albertsons, Aldi, Burlington Stores, Kohl’s, Kroger, Macy’s, Nordstrom, Ross Stores, Target, The TJX Companies, 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 third-quarter 2023 earnings.

This week, there are highlights from companies that reported in the week ended November 19, 2023, across five sectors: beauty, department store, e-commerce, home and home-improvement, mass merchandisers and specialty apparel.

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, Bath & Body Works, Gap, The Home Depot, JD.com, Macy’s, Ross Stores, Target, The TJX Companies, Walmart, Williams-Sonoma

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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. This week, we also include our regular, four-weekly check on attitudes to inflation.

In this report, our latest findings are from a survey conducted on November 13, 2023.

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

  • Consumers’ perceptions of and responses to inflation in food and nonfood
  • 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
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place
  • 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

Using data from the Office for National Statistics, we analyze UK retail sales in October 2023, in total and by sector.

Data in this report are:

  • Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months
  • Year-over-year changes in retail sales by sector, August–October 2023
  • Year-over-year changes in online retail sales for the past 13 months

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  • Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US.
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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 report, Coresight Research explores the US consumer packaged goods (CPG) market in the post-pandemic environment. We provide the size and trajectory of the market for 2023 and beyond and key factors impacting its growth. We also discuss e-commerce penetration rates, distribution channels, the competitive landscape, key themes and innovators, and blue-sky thinking for the market.

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:

  • US CPG market size and year-over-year growth rates for 2017–2027E
  • Category breakdowns for the US CPG market for 2018–2027E
  • Total US CPG online sales and e-commerce year-over-year growth and penetration rates for 2017–2027E
  • Average price increases by selected CPG companies for 2022–2023
  • Leading companies in the US CPG market ranked by 2022 revenue and total operating margins for 2017–2022
  • Proprietary survey data on what CPG products US consumers are buying

Companies mentioned in this report include: Amazon, Clorox, Coca-Cola, Colgate-Palmolive, Costco, Haleon, Hershey, Kenvue, Kimberly-Clark, Mars, Mondelēz International, Nestlé, PepsiCo, Procter & Gamble, Reckitt Benckiser, Unilever

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Reasons to Read

Continuing our coverage of the 2023 holiday season, we explore the seasonal hiring plans of major retailers and logistics firms in the US, as well as trends in employment and job-opening levels.

Data in this report include:

  • Year-over-year growth in additional holiday labor levels among leading retail and logistics companies, 2020–2023
  • Selected leading retail and logistics companies’ holiday hiring plans, 2013–2023
  • US unemployment rate—overall and in retail, January 2022–October 2023
  • Retail job openings in total and as a proportion of all nonfarm job openings
  • US retail employment breakdown by subsector

Companies mentioned in this report include: 1-800-Flowers, Amazon, Bath & Body Works, Dick’s Sporting Goods, JCPenney, Macy’s, Target, Walmart

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Reasons to Read

The Coresight Research weekly 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 survey conducted on November 6, 2023.

Data in this research report are:

  • What products consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes
  • Expectations for economic conditions and personal finances in the next 12 months

Other relevant research:

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