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Insight Report | December 20, 2023

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Retail-Tech Landscape: Israel—December 2023 Update

Israel’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. We present selected startups in Israel that provide technologies through the retail value chain.

Market Outlook | December 19, 2023 Premium

US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally Recover

Discover the prospects for US home and home-improvement retail (comprising furniture, home furnishings and home improvement) in 2024, as well as themes to watch in the sector.

Deep Dive | December 19, 2023 Premium

Consumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51

We assess how consumer confidence is shifting as the holiday shopping peak nears. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Deep Dive | December 18, 2023 Premium

Consumers Pull Back from Public Places: China Consumer Survey Insights

We assess Chinese consumers’ increasing avoidance of public places and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment.

Insight Report | December 18, 2023 Premium

November 2023 China Retail Sales: Growth Continues To Strengthen

We review the latest data for retail sales in China, showing that in November 2023, year-over-year sales grew 8%. Our report analyzes retail sales in total and by sector.

Deep Dive | December 18, 2023 Premium

Consumer Confidence During the Holiday Season—Analyzing Changes by Demographic: US Consumer Survey Insights Extra

We assess how consumer confidence in the US is evolving over the holiday season so far. This US Consumer Survey Insights Extra report takes a deeper dive into consumers’ expectations for their own finances and the economy as a whole, broken down by income and age group.

Analyst Corner | December 17, 2023

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Weinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023

This week’s note, “From the Desk of Deborah Weinswig,” discusses the state of US retail bankruptcies in 2023 and the contributing factors behind a year-over-year increase in bankruptcy filings.

Insight Report | December 15, 2023 Premium

Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings

We discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general.

Store Tracker | December 15, 2023 Premium

Weekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Dollar General and Frasers Group, among others.

Insight Report | December 14, 2023 Premium

November 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth Accelerate

In November 2023, US retail sales (excluding gasoline and automobiles) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | December 14, 2023 Premium

Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and Australia

We present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada.

Deep Dive | December 14, 2023 Premium

Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50

We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Deep Dive | December 14, 2023 Premium

3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Market Outlook | December 13, 2023 Premium

US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector.

Event Coverage | December 13, 2023 Premium

The AI Summit New York 2023: Reaping Benefits, Building Trust and Pushing the Boundaries

The Coresight Research team attended and presented at the AI Summit New York during December 6–7 at the Javits Center. We present key insights on artificial intelligence (AI) from the conference, with AI governance emerging as a hot topic.