July 30, 2024 Insight Report Premium Earnings Insights 2Q24, Week 1: Mixed Reports from Kimberly-Clark, Levi’s, Skechers and WalgreensOur 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 July 28, 2024, including Albertsons, Kroger, Levi Strauss, Skechers and Walgreens Boots Alliance, among others.
July 25, 2024 Insight Report Premium Retail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food RetailersContinuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US, as well as recent earnings commentary from major retailers in Canada and the US.
July 19, 2024 Insight Report Premium Amazon Prime Day 2024 Insights: Travel, Food, Early Deals, Livestreaming—This Year’s Sales BoostersWe present our observations of Amazon’s Prime Day shopping event, held in the US and Western markets on July 16–17 this year. Discover insights related to travel, grocery and livestreaming, and see which US retailers are cutting into Amazon’s share of wallet.
July 15, 2024 Deep Dive Premium Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs.
July 10, 2024 Market Navigators/Market Outlook Premium Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging BackdropIn this Market Navigator, Coresight Research explores the US apparel and footwear market. Dive in today to gain insights into emerging ideas and opportunities in apparel and footwear retailing, understand the growth trajectory of the market and explore the competitive landscape.
July 8, 2024 Insight Report Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels.
June 28, 2024 Infographic Premium Three Data Points We’re Watching This Week: Shopping Festivals and Holiday RetailDiscover key data points we are watching in week 26 of 2024, from our projections for US holiday retail sales to insights on Amazon’s Prime Day and China’s 6.18 shopping festival.
June 25, 2024 Insight Report Premium Amazon Prime Day 2024: Preview—Five Key InsightsAmazon’s Prime Day shopping event will be held on July 16–17 this year. We present five key insights into Prime Day 2024 ahead of the event—covering US consumers’ expectations to shop, popular product categories, Prime membership rates and more.
June 19, 2024 Deep Dive 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.
June 13, 2024 Deep Dive Premium US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season?What will consumers buy this back-to-school (BTS) season? Which apparel brands will capture spending? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories and apparel brands that consumers look set to shop this season.
June 13, 2024 Insight Report 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.
June 12, 2024 Deep Dive Premium US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture ShareHow and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season.
June 11, 2024 Insight Report 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.
June 6, 2024 Deep Dive 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.
June 4, 2024 Insight Report Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s 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 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty.
