Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, John Mercer and Madhav Pitaliya of Coresight Research discuss the recent resurgence in the US beauty retail market, with beauty retailers, such as Bath & Body Works and Ulta Beauty, reporting solid growth in their most recent quarters.

Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Other relevant research:

• Read previous Analyst Corner reports, including last week’s report, in which John Harmon, Director of Technology Research, discusses the fear, uncertainty and doubt surrounding the use of electronic shelf labels to implement surge pricing in grocery, and considers whether those concerns are justified.
• The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond
• US CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward Effect
• Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.