Deep Dive | January 23, 2025 Premium Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingCoresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025. Read More
Deep Dive | January 21, 2025 Premium Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsWhere are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | December 10, 2024 Premium Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey InsightsDid Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | December 5, 2024 Premium Generational Trends in Shopper Behavior: US Consumer Survey Insights ExtraGen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? Dive into generational trends in consumer preferences and behavior in this US Consumer Survey Insights Extra report. We present survey-driven analysis of where shoppers make purchases and what they are buying, with findings broken down by age. Read More
Deep Dive | November 12, 2024 Premium Holiday 2024—Food Finds Favor for Festive Spending: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the fourth quarter. Are consumers getting into the festive spirit? Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment to help retailers get ahead this holiday season. Read More
Deep Dive | October 29, 2024 Premium Holiday 2024—Toys Are in Demand This Week: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Deep Dive | October 23, 2024 Premium Holiday 2024—Half of Holiday Shoppers Buy from Amazon: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Deep Dive | October 18, 2024 Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 15, 2024 Premium Holiday 2024—Shoppers Are Buying Decorations, Toys and Apparel: US Consumer Survey InsightsBeginning our focus on holiday shopping trends for the final quarter of 2024, we analyze new survey findings to discover how many US consumers have recently shopped for the holiday season, where they shopped and what they purchased. We also continue our weekly analysis of overall consumer behavior and sentiment. Read More
Deep Dive | August 28, 2024 Premium Who Shops Where? 2024 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Deep Dive | August 12, 2024 Premium Fashion Footprint: Real Estate Expansion and Store Downsizing in the US Apparel Retail MarketWe explore various apparel and footwear companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers are changing their physical footprints in 2024. Read More
Market Outlook | August 1, 2024 Premium Market Outlook: Off-Price Is On Top as Growth ContinuesWe explore the size and trajectory of the US off-price retail market and the key factors impacting its growth. We also cover the overall market’s competitive landscape, innovators and themes we are watching in 2024 and beyond. Read More