Insight Report | February 22, 2023 Premium Data Dive: Mapping Bed Bath & Beyond Store Closures—States Impacted and Retailers Likely To BenefitIn this Data Dive, we map the announced store closures of Bed Bath & Beyond in the US and assess which retailers will stand to benefit from the closures. Read More
Market Navigators/Market Outlook | February 22, 2023 Premium Market Outlook: US Food Away from Home—A Challenging Economic Backdrop To Weigh on Growth in 2023We explore the size and trajectory of the US food-away-from-home (FAFH) market amid a challenging economic backdrop. We also discuss the performance and outlook for online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2023 and beyond. Read More
Deep Dive | February 22, 2023 Databank Members China Consumer Tracker: Renewed Spending Caution—Plus 2023 Travel PlansWe assess spending by Chinese consumers on various product categories over Chinese New Year and explore respondents’ plans to travel internationally in 2023, among other survey findings regarding consumers’ behaviors and sentiment. Read More
Deep Dive | February 21, 2023 Databank Members US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallMost consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | February 21, 2023 Premium US, UK, EU & China Quarterly Economic Update, 4Q22: Decelerating Indicators Point Toward Economic SlowdownThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the fourth quarter of 2022, which show depressed consumer spending levels in the UK, France and Germany, and softening growth in the US. Read More
Insight Report | February 20, 2023 Premium January 2023 UK Retail Sales: Sales Slow Amid Economic UncertaintyIn January 2023, UK retail sales (excluding automotive fuel) decreased by 3.2% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Insight Report | February 20, 2023 Premium 2023 US Tax Tracker #1: IRS Issues $15.7 Billion in Refunds, Up by Almost Two-ThirdsIn our first report of the US tax-filing season this year, we look at what has happened so far (as of February 3, 2023) in terms of returns filed and processed, and total and average refunds returned. Read More
Deep Dive | February 20, 2023 Premium Market Outlook: India E-Commerce—Online Adoption Expands to the HinterlandsThe e-commerce sector in India is expanding due to growing rapidly. In this Market Outlook, we discuss the size and trajectory of India’s online retail market and factors and themes we are watching in 2023 and beyond. Read More
Insight Report | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week features highlights from Crocs and Herbalife Nutrition. Read More
Analyst Corner | February 19, 2023 Register for Free Access Weinswig’s Weekly: Growing Signs of Economic OptimismThis week’s note, “From the Desk of Deborah Weinswig,” looks at bright spots in the global economic outlook, with highlights from the US, China and the UK. Read More
Store Tracker | February 17, 2023 Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 7: UK Openings Up 46%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Ashley HomeStore, Iceland, Lidl and under Armour, among others. Read More
Insight Report | February 16, 2023 Premium January 2023 US Retail Sales: Most Sectors See Positive Year-over-Year Sales GrowthIn January 2023, US retail sales (excluding gasoline and automobiles) grew 4.7% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Event Coverage | February 16, 2023 Premium Fashinnovation’s Worldwide Talks 8: Entrepreneurship, Sustainability and Technology To Drive Fashion in 2023A member of the Coresight Research team attended and spoke at Fashinnovation’s Worldwide Talks 8, a day-long, invitation-only event held in New York City on February 7. We present key themes and ideas presented during the event. Read More
Insight Report | February 16, 2023 Premium Revisiting Dubai Retail: New Developments Paint a Promising Scene in Dubai and the Persian Gulf RegionFollowing a recent visit to the Emirate of Dubai by a member of the Coresight Research team, we assess changing conditions which will likely positively contribute to retail growth in the region in the coming years. Read More
Deep Dive | February 14, 2023 Premium Market Outlook: UK Apparel and Footwear Retailing—Market Softens, Industry Players Seek To Improve MarginsWe discuss the growth trajectory of the apparel and footwear market in the UK amid the country’s sluggish economic conditions and inflationary pressures. Read More