Deep Dive | December 14, 2023 Premium Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 13, 2023 Premium US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector. Read More
Deep Dive | December 11, 2023 Premium Consumer Sentiment Remains Low: China Consumer Survey InsightsWe assess Chinese consumer sentiment and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Market Outlook | December 11, 2023 Premium US Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare ExpansionDiscover the prospects for drugstore retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | December 11, 2023 Premium October 2023 US Retail Traffic and In-Store Metrics: Jewelry Sector Sees Positive GrowthIn October 2023, US nonfood store traffic declined by 4%, year over year, with store-based sales also declining by 4%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | November 30, 2023 Premium Holiday 2023: Festive Frenzy of Social Commerce—Seven Social Media Strategies To Drive EngagementWe dive into trending retail-related posts, offering a curated glimpse into the creative strategies employed by these posts and providing a roadmap for companies seeking to make a lasting impact during the 2023 holiday season. Read More
| November 30, 2023 Free Report NextGen Commerce: A Coresight Research AI ConferenceJoin us for a transformative one day AI Conference, where industry experts, thought leaders, academia, ethicists and innovators will come together to explore the cutting-edge applications of artificial intelligence. Read More
Insight Report | November 29, 2023 Premium November 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth for the New YearThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of November 22, 2023. Read More
Insight Report | November 29, 2023 Premium November 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of November 27, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | November 29, 2023 Premium Five Ways AI Is Being Used in Beauty RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the beauty sector, covering regulatory compliance, skin diagnosis, virtual makeup try-on and more. Read More
Deep Dive | November 28, 2023 Premium Consumers Report Improvement in Financial Health: US Consumer Survey Insights 2023, Week 48Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. This week, we also include our monthly questions on consumers’ financial health. Read More
Insight Report | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. Read More
Analyst Corner | November 26, 2023 Register for Free Access Weinswig’s Weekly: Let Me Be Brief—The Implications of Declining Attention SpansAttention 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. Read More
Insight Report | November 22, 2023 Premium The 4-5-4 US Retail Calendar, 2024–25The 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. Read More