Deep Dive | November 8, 2023 Premium Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future GrowthIn this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Read More
Deep Dive | November 7, 2023 Premium Discount Decades—US Apparel and Footwear Discounters: Set For Market Share GainsAs part of our new, forward-looking Discount Decades series, we discuss the future of key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success, and assess their potential for future growth. Read More
Deep Dive | November 7, 2023 Premium Signs of a Holiday Spending Ramp-Up Emerge: US Consumer Survey Insights 2023, Week 45We assess signs of the start of holiday shopping as consumer confidence strengthens. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales DeclineOur 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, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Deep Dive | November 6, 2023 Premium Consumer Sentiment Falters: China Consumer Survey InsightsWe assess Chinese consumer sentiment amid rising tang ping. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Analyst Corner | November 5, 2023 Register for Free Access Weinswig’s Weekly: The Festivalization of Retail: Shop Sooner, Celebrate BiggerAs 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. Read More
Deep Dive | November 3, 2023 Premium October 2023 US Housing Market Indicators: Elevated Mortgage Rates Push Housing Sentiment Even LowerWe present insights into the US housing market as of the end of October 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the significant decline in new residential construction starts. Read More
Deep Dive | November 3, 2023 Premium Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic UncertaintyAs 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. Read More
Deep Dive | October 31, 2023 Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation. Read More
Insight Report | October 31, 2023 Premium October 2023 Leading Indicators of US Retail Sales: Mixed Signals as Retail Heads into HolidayThe 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 October 23, 2023. Read More
Deep Dive | October 31, 2023 Premium Consumers Skeptical About the Economy, But Cautiously Optimistic About Their Own Finances: US Consumer Survey Insights 2023, Week 44We assess consumer confidence and financial health as holiday shopping begins. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 30, 2023 Premium Ahead of Singles’ Day, Experiential Retail Will Be Key: China Consumer Survey InsightsWe explore Chinese consumer behavior ahead of Singles’ Day. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | October 30, 2023 Premium US Apparel and Beauty Spending Tracker, September 2023: Clothing and Footwear Growth Softens Substantially, While Beauty Growth Remains ResilientThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from September 2023, showing that clothing and footwear spending growth slowed to 1.9% year over year Read More
Insight Report | October 30, 2023 Premium September 2023 US Retail Traffic and In-Store Metrics: Shopper Yield Decline Softens Despite Negative Trends in Store-Based Sales and TrafficIn September 2023, US nonfood store traffic declined by 3.7%, year over year, while store-based sales declined by 4.7%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Analyst Corner | October 29, 2023 Register for Free Access Weinswig’s Weekly: Health Is WealthConsumers are increasingly focused on taking care of themselves, both mentally and physically. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the wellness economy, reflecting on her personal experiences. Read More