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Market Outlook | March 4, 2024 Premium

Research Preview: Market Navigator—UK Retail and E-Commerce

We offer an early look at our forthcoming Market Navigator exploring the UK retail market including e-commerce. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of retailers’ revenues, and explore the competitive landscape.

Analyst Corner | March 3, 2024

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Analyst Corner—Explore Generative AI with John Harmon: Enormous Power and Potential, but Caution Advised

This week’s Analyst Corner discusses the challenges that accompany the exciting potential of generative AI (GenAI) technology. John Harmon, Associate Director of Technology Research at Coresight Research, provides a word of warning to AI users.

Insight Report | March 1, 2024 Premium

Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive Performance

On February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector.

Infographic | March 1, 2024 Premium

Three Data Points We’re Watching This Week

This week, we spotlight Macy’s announced department store closures, US retail sales growth and US consumers’ inflation-impacted grocery shopping behaviors.

Store Tracker | March 1, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 9: Macy’s Announces Store Opening and Closure Plans

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Macy’s and Moshulu, among others.

Insight Report | February 29, 2024

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Research Preview: Retail-Tech Landscape—Generative AI Applications

Take an early look at our forthcoming Retail-Tech Landscape of selected innovators that provide generative AI (artificial intelligence), also known as GenAI, applications. Understand the need for GenAI applications and uncover the growth potential and key categories of the market. Look out for the full report to discover the featured companies!

Insight Report | February 29, 2024 Premium

Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the Deal

The FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers.

Insight Report | February 29, 2024 Premium

February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity for Retail Sales Growth

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 23, 2024.

Deep Dive | February 28, 2024 Premium

Combating Inflation—Low-Income and Younger Shoppers Trade Down and Buy Less: US Consumer Survey Insights Extra

We explore US consumers’ perceptions of price rises and strategies to combat inflation when shopping both grocery and nongrocery categories. Analyzing comprehensive survey data, we dive into trading down and other trends by age, income and more.

Deep Dive | February 27, 2024 Free Report

Navigating Digital Transformation: Optimizing Hospitality Operations To Enhance Margins and Growth

We delve into the challenges and expectations around cost and margin management in the hospitality sector through the lens of digital transformation technologies, examining the current state of the hospitality industry and how digital technologies can address issues of cost control and margin optimization.

Insight Report | February 27, 2024 Premium

Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair.

Deep Dive | February 27, 2024 Premium

Dollar Stores and Warehouse Clubs Gain from Valentine’s Day: US Consumer Survey Insights

We reveal which retailers saw a boost this Valentine’s Day. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | February 26, 2024 Premium

Chinese New Year 2024 Review: Revealing Trends Amid Evolving Preferences—China Retail Insights

In this report, we review the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday.

Analyst Corner | February 25, 2024

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Analyst Corner—Tailored, Tech-Enabled and Transformed: The Future of Consumer Healthcare, with Swarooprani Muralidhar

This week’s Analyst Corner explores the future of consumer healthcare, previewing our upcoming research on 10 trends in the healthcare industry. Swarooprani Muralidhar, Director of Research at Coresight Research, offers her take on the healthcare industry’s transformation.

Store Tracker | February 23, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 8: Close to Half of Body Shop UK Stores To Close

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy and The Body Shop UK, among others.