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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | December 8, 2022 Premium

The 4-5-4 US Retail Calendar, 2023–24: Your Guide to the Retail Year

The 4-5-4 retail calendar shown below is a guide to the fiscal year ending February 3, 2024. Fiscal 2023 comprises 53 weeks to accommodate extra days built up over the past few years from dividing the calendar into 52 weeks (364 days), an anomaly that most recently occurred in fiscal 2017.

Event Coverage | December 7, 2022 Premium

Amazon AWS re:Invent 2022: Keynote Address—AWS Enters the Enterprise Software Category with Two New Products

We present key insights from the keynote address at Amazon’s 2022 re:Invent conference by Adam Selipsky, CEO of AWS (Amazon Web Services). We summarize AWS’s major announcements at the event, including two new products in the enterprise software space.

Insight Report | December 7, 2022 Premium

Countdown to Holiday 2022: What We Know So Far, Including Black Friday and Cyber Monday Learnings

We discuss retail performance during the Black Friday weekend and offer learnings for the 2022 holiday season and the retail environment in general. We cover retail’s trajectory, consumer shopping behavior, store traffic trends, online sales and more.

Deep Dive | December 6, 2022 Databank Members

US Consumer Tracker: Tempered Thanksgiving Weekend Shopping

We examine US shopper behavior including the Thanksgiving weekend. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Event Coverage | December 6, 2022 Premium

HKSTP x HKBAN Investment Pitch: Hong Kong-Based Tech Startups Present “Smart City” Solutions

On November 29, 2022, startups presented their technology solutions on the theme of “smart city” at the Investment Pitch event held by HKSTP and HKBAN in Hong Kong. We offer insights from retail-related companies that participated in the event.

Insight Report | December 6, 2022 Premium

Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others.

Deep Dive | December 5, 2022 Premium

2023 Retail and Technology Outlook: Facing into the Headwinds

Kicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector.

Deep Dive | December 5, 2022 Premium

November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales

We examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline.

Analyst Corner | December 4, 2022

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Weinswig’s Weekly: The Health of the US Consumer Economy Deteriorates Amid the Holiday Season

This week, Deborah Weinswig discusses the health of the US consumer economy amid the holiday season.

Deep Dive | December 2, 2022 Premium

US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth Opportunity

We analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, a competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles.

Insight Report | December 2, 2022 Premium

Supply Chain Briefing: Made.com Collapses in the UK; US Supply Bottlenecks Ease

In our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore Made.com’s collapse, US bottlenecks easing and China’s Zero-Covid policy.

Store Tracker | December 2, 2022 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2022, Week 48: UK Store Closures Fall 60%

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Canada Goose and Dick’s Sporting Goods, among others, in the US and Boyes, Hamleys and JD Sports among others, in the UK.

Insight Report | December 2, 2022 Premium

US Apparel and Beauty Spending Tracker: October 2022 Clothing and Footwear Spending Growth Slows

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from October 2022, showing that clothing and footwear spending is up 2.5% year over year.

Store Tracker | December 1, 2022 Databank Members

US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021.

Event Coverage | November 30, 2022 Free Report

CES 2023 Preview: Metaverse To Be Pervasive in Las Vegas in January

The Coresight a preview of the show based on insights from the CES Unveiled conference on November 16, 2022. Key topics include Web 3.0 and the metaverse, digital health, mobility, autonomous vehicles and more.