Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Analyst Corner | September 24, 2023 Register for Free Access Weinswig’s Weekly: Hearing from Kroger and Ahold Delhaize at GroceryshopThis week’s note, “From the Desk of Deborah Weinswig,” discusses highlights from Groceryshop 2023, including what we heard from the CEOs of Kroger and Ahold Delhaize USA. Read More
Store Tracker | September 22, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 38: US Store Closures Up Three-Quarters vs. Last YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Hobby Lobby and Decathlon, among others. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 20, 2023 Premium US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See BankruptciesWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko. Read More
Deep Dive | September 18, 2023 Premium Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38We focus on US consumers’ financial health and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 18, 2023 Premium Focus on Meaningful Consumption: China Consumer Survey InsightsWe assess how meaningful consumption impacts Chinese consumers shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | September 17, 2023 Register for Free Access Weinswig’s Weekly: Apple Pivots to Plan “C” with the iPhone 15This week’s note, “From the Desk of Deborah Weinswig,” discusses the impacts for consumers of hardware changes in Apple’s iPhone 15—namely, its adoption of the USB-C connector and the new A17 processor. Read More
Event Presentation | September 14, 2023 Premium US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market NavigatorIn this presentation, we offer key highlights from our Market Navigator on the US retail and e-commerce market, covering growth drivers, the competitive landscape, key themes and more. Read More
Insight Report | September 12, 2023 Free Report Your Guide to Groceryshop 2023: How To Navigate Five Themes in Grocery RetailWe offer a guide for Groceryshop attendees of notable sessions across the major grocery retail themes of this year’s event: unified shopping experience, game-changing efficiency and future-proofing, new growth opportunities, win-win relationships and organizational evolution. Coresight Research is a research partner of Groceryshop 2023. Read More
Deep Dive | September 12, 2023 Premium Fewer Consumers Adjust Shopping Behavior To Cope with Inflation: US Consumer Survey Insights 2023, Week 37We assess how US consumers are responding to inflation in retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 11, 2023 Premium Consumers Return to Stores Without Slowing Online Shopping: China Consumer Survey InsightsWe assess Chinese consumers’ new blended shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More