Reasons to Read

The Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we explore how shoppers’ concerns around sustainable products and practices have changed over the past year.

We also include results from our weekly survey questions through October 23, 2023, aggregated in four-week increments over the past seven months, increasing the sample size of each period from about 400 to about 1,600.

Data in this research report are our proprietary survey data on:

  • The extent to which the issue of sustainability affects which retailers shoppers purchase essential and discretionary products from
  • Which aspects of sustainability consumers are most concerned about
  • Aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with, April–October 2023

Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Target, Walmart

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Reasons to Read

Ad buyers increasingly expect more from retailers’ retail media networks (RMNs), including more personalized and targeted ads. Retailers must align their offering with market shifts to forge the best path forward in reaping incremental benefits from retail media.

In this report, we explore the fast-growing US retail media market from the perspective of CPG brand advertisers to understand how retailers can improve their offerings and gain a competitive edge, based on proprietary Coresight Research survey data.

Readers will learn about the importance for retailers to differentiate their retail media offering, with key insights across the following:

  • The plans of ad buyers to invest in promotional tools and fund retail media advertising
  • The number of RMNs used by brand advertisers
  • Challenges that ad buyers face in working with RMNs
  • RMN attributes that positively influence brand advertisers’ spend
  • The opportunities presented by self-serve platforms

This report is produced, and made available to non-subscribers of Coresight Research, in partnership with NIQ, a leading consumer intelligence company that partners with global consumer goods companies and retailers to provide a forward-looking “Full ViewTM” into consumer behavior through comprehensive data sets and actionable insights.

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Reasons to Read

In this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.

Data in this research report include:

  • Proprietary survey data on which retailers US consumers purchase food and noonfood products from
  • US income classes, as defined by share of population and aggregate household income: 1971 and 2021
  • Proportion of total Federal student loan portfolio outstanding, by borrower age: 1Q 2020 to 3Q 2023
  • Average annual US homeownership rates 1994–2023, by age

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

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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 October 29, 2023, across seven sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, e-commerce, 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: Amazon, Albertsons, Columbia Sportswear, Deckers Outdoor Corporation, Kimberly-Clark Corporation, Levi Strauss & Co, Procter & Gamble, Skechers

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Reasons to Read

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of October 23, 2023.

Data in this research report include:

  • Proprietary Coresight Research projections for retail sales growth by month for the next 12 months
  • US actual retail sales versus model predicted sales
  • US unemployment rate and labor force participation rate
  • US average hourly wages for all private-sector employees
  • US annualized real disposable income per capita

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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 monthly questions on consumers’ financial health.

In this report, our latest findings are from a survey conducted on October 23, 2023.

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

  • Consumers’ ability to cover bills, total unsecured debt and expectations of financial windfalls
  • 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

The US will see 86 million square feet of retail space open in 2023.

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 October 27, 2023.

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: Barnes & Noble, Seven & i Holdings, Walgreens Boots Alliance

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 Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2022 year to date, filterable by sector and year.
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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 16, 2023.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • Activities that consumers have done in the past two weeks
  • Consumer 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

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from September 2023, showing that clothing and footwear spending increased by 1.9% year over year.

Data in this report include:

  • US consumer spending on clothing and footwear year-over-year percentage change, September 2022–September 2023
  • US consumer spending on clothing by category year-over-year percentage change, September 2022–September 2023
  • US consumer spending on footwear year-over-year percentage change, September 2022–September 2023
  • US consumer spending on selected beauty categories year-over-year percentage change, September 2022–September 2023

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Reasons to Read

Using data from RetailNext, we analyze US retail traffic and in-store metrics in September 2023, in total and by sector, region and location type.

Data in this report include:

  • Year-over-year changes in US store-based traffic and sales for the past 13 months
  • Year-over-year changes in US store-based nonfood retail metrics for the past 13 months—including conversion, ATV, shopper yield and average unit retail
  • Year-over-year changes in US retail traffic for selected industry verticals, for the past 13 months

Other relevant research:

  • 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.
  • 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

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.

At Coresight Research, we have been discussing the structural shift toward greater wellness concerns for a number of years. We see this trend as continuing to have a long runway—in terms of extended penetration among shoppers and deepened wellness and wellbeing offerings in product offerings.

Deborah Weinswig, CEO and Founder of Coresight Research, reflects on her personal experiences and learnings on the concept of “health is wealth” and discusses consumers’ focus on taking care of themselves, both mentally and physically.

Other relevant research:

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare.

This edition of the report presents five key insights from the four weeks ended September 10, 2023.

Data in this research report include:

  • CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth
  • CPG e-commerce sales
  • E-commerce CPG sales growth by category type
  • Food & beverage departments: e-commerce and total sales growth
  • Nonfood departments: e-commerce and total sales growth

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: Z Gallerie, Hotel Chocolat

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare.

This edition of the report presents five key insights from the four weeks ended August 13, 2023.

Data in this research report include:

  • CPG e-commerce, multi outlet and convenience stores (MULOC) and total sales growth
  • CPG e-commerce sales
  • E-commerce CPG sales growth by category type
  • Food & beverage departments: e-commerce and total sales growth
  • Nonfood departments: e-commerce and total sales growth

Other relevant research:

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Reasons to Read

Our Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of October 23, 2023, covering inflation, earnings, retail sales and more.

Data in this research report are: 

  • Average weekly earnings versus consumer prices in the US and the UK
  • Per capita disposable income versus consumer prices in China
  • Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China
  • Total retail sales (ex. automobiles and automotive fuel) in US, the UK and China

Other relevant research:  

  • The Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.
  • Our full collection of monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China
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