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
Insight Report | December 19, 2024 Premium Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta BeautyWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty. 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
Company Profile | November 16, 2024 Premium Ulta Beauty, Inc. (NasdaqGS: ULTA) Company ProfileUlta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private-label selections. Read More
Insight Report | November 14, 2024 Premium Retail Shrink and ORC: US Retailers Continue To Backtrack on Self-Checkout, Shoplifting Soars to Record Levels in England and WalesWe present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. Plus, dive into recent commentary on shrink from selected retailers. 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
Insight Report | October 16, 2024 Premium Retail Shrink and ORC: Expert Roundtable Shares Strategies To Combat Retail TheftWe present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. Plus, dive into recent commentary on shrink from selected retailers. 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
Insight Report | September 19, 2024 Premium Retail Shrink and ORC: California and New York Enact Tough New Anti-Theft LawsWe present the latest developments in retail shrink, which include new anti-theft laws in the US and supermarket security measures in the UK. Plus, discover new solutions and partnerships in the loss-prevention technology space, and dive into recent commentary on shrink from selected US retailers. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur 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 September 1, 2024, including Bath & Body Works, Best Buy and Burlington. 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