Reasons to Read

The subscription-box market witnessed a swift upsurge in the few years before 2023; however, it currently faces a complex array of obstacles. We analyze the US subscription e-commerce market for physical goods, covering the market size and segmentation, as well as proprietary consumer survey data.

Data in this research report are:

  • The US subscription-box market size and year-over-year changes for 2019–2026E
  • The US subscription-box market broken down by sector for 2019–2026E
  • Proprietary survey data on subscription box services used by US consumers
  • US consumer spending on selected categories for August 2022–August 2023
  • Year-over-year changes in the CPI of selected categories for August 2022–August 2023

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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 16, 2023.

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

  • Consumers’ perceptions of and responses to inflation
  • 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 holiday season is not only a time of festive celebrations but also a pivotal period for brands and retailers to capitalize on the immense potential of social commerce. In this report, we explore the dynamic landscape of holiday marketing on social media, delving into key strategies and insights for brands and retailers to achieve success during the holiday 2023 season.

Companies mentioned in this report include: Aerie, Big Lots, CVS, Levi’s, Meta, Macy’s, Target, TikTok, Walgreens

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Reasons to Read

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

This report details announcements from the period October 2–15, 2023.

Learn about key trends in the space; topics in this report include the latest funding updates, indemnity for platform users and new features from graphic design giants Adobe and Canva.

Companies mentioned in this report include: Amazon, Adobe, Canva, Character.AI, Cohere, Getty Images, Google, Gradient, Humata, IBM, Likewise, LinkedIn, Meta, Microsoft, Observe, Okta, OpenAI, TabbyML, Visa, Walmart

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Reasons to Read

India-based online marketplace Flipkart (majority-owned by Walmart) hosted the 10th iteration of its annual flagship shopping event, Big Billion Days (BBD), on October 8–15, 2023. We present key trends and insights from BBD 2023 based on our observations and key insights released by Flipkart via a company statement on October 15, 2023.

Companies mentioned in this report include/are: Amazon, ClearTrip, Flipkart, Lifestyle, Meesho, Myntra, ShopClues, Tata Cliq, Vijay Sales

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In today’s dynamic retail environment, where innovation shapes the way consumers shop, immersive experiences are emerging that promise to revolutionize the retail industry in driving customer engagement and loyalty.

In this report, we explore how US brands and retailers plan to invest in and offer such experiences to reap multiple benefits, based on proprietary Coresight Research survey data.

Readers will learn about the rapid growth potential of the global AR (augmented reality) and VR (virtual reality) markets and how high immersive experiences rank among retail companies’ investment priorities, as well as their plans to increase investment in this area in the future.

To uncover how brands and retailers can deliver more meaningful, engaging and personalized shopping journeys, ultimately leading to increased customer loyalty and business growth, we discuss four types of immersive experience in detail:

  • Virtual stores
  • Data/AI (artificial intelligence)-enabled content for personalization
  • Gamified shopping experiences
  • Social shopping

This report is produced, and made available to non-subscribers of Coresight Research, in partnership with Obsess, an immersive commerce platform that enables brands and retailers to build interactive, 3D shopping experiences on their websites.

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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 9, 2023.

Data in this research report are:

  • 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
  • Expectations for economic conditions and personal finances in the next 12 months
  • A timeline of selected Covid-19 policy changes in China

Other relevant research:

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Reasons to Read

Using data from the Office for National Statistics, we analyze UK retail sales in September 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, July–September 2023
  • Year-over-year changes in online retail sales 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.

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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.

Gasoline prices remain a risk factor for US retail as we head further into the holiday quarter and closer to 2024. Increases in gasoline prices leave less money in consumers’ pockets, causing them to spend less on retail goods.

From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss the prospects for US gasoline prices and the consumer context for recently increasing gas prices.

Other relevant research:

  • The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales.
  • Our weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.
  • Read previous Weinswig’s Weekly reports, including last week’s, which discusses three retail-related trends about the US return to office that you may have missed.

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Reasons to Read

Rite Aid—one of the largest pharmacy chains in the US, with more than 2,000 stores and 45,000 employees—filed for bankruptcy on October 15, 2023. We cover the reasons the retailer went bankrupt and the bankruptcy’s implications for Rite Aid’s competitors.

Data in this research report include:

  • Total annual revenue and net income for Rite Aid for 2015–2023
  • Major drugstore chains and pharmacies’ US store numbers as of October 2023
  • Store traffic for selected US major drugstore retailers, for May 2022–May 2023
  • Proprietary data on where US drugstore or pharmacy shoppers made purchases

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Costco Wholesale Corporation, CVS Health, Kroger, Rite Aid, Walgreens, Walmart

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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: 7-Eleven, Aldi

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Reasons to Read

We analyze China’s retail sales for September 2023, in total and by sector, as well as online retail sales and penetration.

Data in this research report are:

  • Year-over-year changes in China total retail sales (ex. food service; incl. automobiles and gasoline) for the past 13 months
  • Year-over-year changes in retail sales by sector—July, August and September 2023
  • Online retail sales as a proportion of total retail sales, for the past 13 months

Other relevant research:

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Reasons to Read

We provide an update on retailers and retail-adjacent companies filing for bankruptcy in the US and the UK.

Data in this research report are:

  • Major US and UK retail bankruptcies in 2Q23 and 3Q23 to date

Companies mentioned in this report include: Mega Co-op, Soft Surroundings, Wilko

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Reasons to Read

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

This report details announcements from the period September 18–October 1, 2023.

Learn about key trends in the space; topics in this report include the rise of RAG (Retrieval-Augmented Generation) and updates from technology giants Amazon, Meta and Oracle.

Companies mentioned in this report include: Amazon, Cohere, Getty Images, Gizmo, Google, Meta, Microsoft, OpenAI, Oracle, Speechly, Tubi, TuneIn, YouTube

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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 department store sector in the post-pandemic retail environment. We provide the size and trajectory of US department stores for 2023 and beyond, as well as critical factors impacting sector growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, key themes and innovators, and blue-sky thinking for US department stores.

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 department store sector size and year-over-year growth rates for 2018–2027E
  • Segment breakdowns for 2018–2027E for the US department store sector
  • Total US department store sector online sales and e-commerce year-over-year growth rates for 2018–2027E
  • Leading retailers in the US department store sector ranked by 2022 revenue and total operating margins for 2018–2022
  • Proprietary survey data on how often US consumers shop at department stores and what products they purchase from department stores

Companies mentioned in this report include: Belk, Bergdorf Goodman, Century 21, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, Sephora, Toys “R” Us, Ulta Beauty

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