Insight Report | June 21, 2024 Premium June 2024 US Retail Sales Outlook: Projecting Further Retail Resilience in the Second Half of 2024The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of June 20, 2024. Read More
Insight Report | June 20, 2024 Premium US Back to School 2024: Retail OutlookDiscover the consumer context and expected spending trends for the US back-to-school season in the US. Read More
Insight Report | June 20, 2024 Premium US CPG Sales Tracker: E-Commerce Growth Accelerates, But Not for BeautyThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. We present key insights for the four weeks ended May 19, 2024. Read More
Deep Dive | June 20, 2024 Premium AI Models: Risky Business—Navigating the Challenges of Using AIBeware the risks of AI and generative AI! We dive into the challenges of deploying AI and recommend key actions that retail companies should take to ensure that AI models operate effectively and are used responsibly. This free report is sponsored by Intel. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Event Coverage | June 19, 2024 Premium NRF APAC 2024: Wrap-Up—Strategizing for the Future of Retail with AI and Customer-CentricityWe present insights from NRF 2024: Retail’s Big Show Asia Pacific (NRF APAC 2024). Dive into the future of retail, digital transformation and consumer-centric strategies, with highlights on the use of AI (artificial intelligence) and sustainable practices. Read More
Insight Report | June 19, 2024 Premium May 2024 US Retail Sales: Solid Growth Continues as Department Stores ReboundIn May 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Analyst Corner | June 16, 2024 Register for Free Access Analyst Corner—Walmart Leads, Amazon Loses Ground in the Online Grocery Market: US Survey Insights with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, discusses key findings from our seventh annual US Online Grocery Survey, including insights on Amazon and Walmart’s competitive positioning. Read More
Deep Dive | June 13, 2024 Premium US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024We explore the real estate impact of drugstores’ and pharmacies’ evolving business models. We also dive into ongoing store closures in the sector, store traffic at major drugstore chains, and how drugstores and pharmacies are combating retail theft. Read More
Insight Report | June 13, 2024 Premium Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft, presenting new, proprietary survey findings. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers, including Dollar General and Kroger. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Analyst Corner | June 9, 2024 Register for Free Access Analyst Corner—High-Tech Healing: Four Ways AI Is Revamping Healthcare, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers. Read More
Company Profile | June 7, 2024 Premium The TJX Companies, Inc. (NYSE: TJX) Company ProfileThe TJX Companies is a US-based retailer of accessories, apparel, bath and beauty, food products, footwear, home, jewelry and other merchandise. Headquartered in Framingham, Massachusetts, the company operates stores in Australia, Austria, Canada, Germany, Ireland, the Netherlands, Poland, the UK and the US. Read More
Store Tracker | June 7, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 23: Dollar General Revises Its Store Opening PlanOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from American Eagle Outfitters, Bath & Body Works, Citi Trends, Dollar General, Foot Locker, Frasers Group, Kohl’s, Sephora, Ulta Beauty and WHSmith. Read More
Deep Dive | June 6, 2024 Premium US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-CommerceIn our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018. Read More
