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 October 30, 2023.

Data in this research report are:

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

Other relevant research:

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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.

The holiday shopping season is now in full swing! Deborah Weinswig, CEO and Founder of Coresight Research, discusses five key aspects of this year’s holiday season that, here at Coresight Research, we are keenly watching and of which we are analyzing the retail implications. Deborah dives into generative AI (artificial intelligence), livestreaming e-commerce, health and wellness, and more!

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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: Amazon, Marks & Spencer

Other relevant research:

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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 16–29, 2023.

Learn about key trends in the space; topics in this report include the latest funding updates and new feature announcements, the game-changing potential for code and language translation, and the first development from the Global Telco AI Alliance.

Companies mentioned in this report include: Abridge, Amazon, Baidu, BlackBerry, CentML, DeepL, Deutsche Telecom, e&, Google, Grammarly, IBM, Luzia, Meta, Nvidia, OpenAI, Oxolo, Qualcomm, Singtel, SK Telecom, Spotify

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Reasons to Read

The retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the China market.

Companies mentioned in this report include: Alibaba, Douyin, JD.com, Suning.com

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The retail calendar in India sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the India market.

Companies mentioned in this report include: Amazon, Flipkart (Walmart)

Other relevant research:

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Reasons to Read

In this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape: Dollar General, Dollar Tree, Big Lots, Five Below and Ollie’s Bargain Outlet. We discuss their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Data in this research report include:

  • US mass merchandisers, warehouse clubs and discount retailers’ sales and year-over-year changes for 2018–2027 (estimated)
  • Market share and operating margin data for selected retailers, including Big Lots, Dollar General, Dollar Tree and Five Below
  • Total store count and square footage data for selected retailers
  • Proprietary survey data on which age and income groups shop at discount and mass retailers

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

As part of our new, forward-looking Discount Decades series, we discuss the future of significant apparel and footwear discount retailers operating in the US, including off-price retailers and e-commerce companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success, and assess their potential for future growth.

Data in this research report include:

  • US apparel and footwear market size and year-over-year growth changes for 2018–2027 (estimated)
  • Revenue, market share and operating margin data for selected apparel and footwear discounters, including Burlington Stores, Ross Stores and TJX Companies
  • Total store count and square footage data for selected apparel and footwear discounters
  • Proprietary survey data on which age and income groups shop at which apparel and footwear discounters

Companies mentioned in this report include: Boohoo Group (US), Burlington Stores, DSW (Designer Shoe Warehouse), Nordstrom Rack, Old Navy, Primark (owned by Associated British Foods), Ross Stores, Shein and TJX Companies

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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 October 30, 2023.

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
  • 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

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 third-quarter 2023 earnings.

This week, there are highlights from companies that reported in the week ended November 5, 2023, across six sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, food and grocery, and home and home-improvement.

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: Clorox Company, Crocs, CVS Health, Estée Lauder, Floor and Decor Holdings, Gildan Activewear, Herbalife Nutrition, Sprouts Farmers Market, VF Corporation, Wayfair

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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 October 23, 2023.

Data in this research report are:

  • Expectations for economic conditions and personal finances in the next 12 months
  • 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
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

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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.

As consumers start to observe and prepare for all holidays earlier each year, we believe that sales of candy, home décor, pet products, apparel and more will grow exponentially.

Deborah Weinswig, CEO and Founder of Coresight Research, discusses the festivalization of retail and the pulling forward of holiday spending each year.

Other relevant research:

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Reasons to Read

The Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector.

This report analyzes the latest data available as of the end of October 2023.

Data in this report include:

  • US housing permits, starts and completions
  • US existing home sales
  • US Pending Home Sales Index
  • US new home sales
  • US Housing Affordability Index

Other relevant research:

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Reasons to Read

As part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth.

Data in this research report include:

  • Aldi US, Save A Lot, Grocery Outlet and Lidl US’s annual sales 2018–2022 and forecast annual sales 2027
  • Aldi US’s, Grocery Outlet’s, Lidl’s and Save A Lot’s total US store counts and store maps
  • Proprietary survey data on proportions of consumers who purchased food products at selected retailers, broken down by age and income

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Publix, Sam’s Club, Target, Trader Joe’s, Walmart, Whole Foods Market

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:

  • 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: Sears, Wilko

Other relevant research:

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