Deep Dive | February 12, 2025 Databank Members Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. Read More
Deep Dive | February 4, 2025 Databank Members Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWhich e-commerce retailers and marketplaces are popular? What are online shoppers buying? Dive into our sector-focused insights, and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Deep Dive | January 29, 2025 Databank Members Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Infographic | January 27, 2025 Free Report The New Coresight 100: Leading the Retail Charge in 2025—InfographicThe Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. This infographic presents selected insights on the selection methodology and composition of our global watchlist. Read More
Insight Report | January 27, 2025 Register for Free Access The New Coresight 100: Leading the Retail Charge in 2025The Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. We detail our selection methodology and dive into what’s new in the Coresight 100 for 2025. We also provide a breakdown of the list by sector and geography. Read More
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
Company Profile | January 22, 2025 Premium American Eagle Outfitters (NYSE: AEO) Company ProfileAmerican Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US. Read More
Deep Dive | January 21, 2025 Databank Members 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 14, 2025 Premium JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailWhat does the launch of Catalyst Brands reveal about broader retail trends? Explore the impacts of the JCPenney merger with SPARC Group on US retail. 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
Market Navigators/Market Outlook | December 23, 2024 Premium Retail 2025: India Retail PredictionsWe present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce. 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
Market Navigators/Market Outlook | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More