Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur 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 December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. Read More
Deep Dive | December 6, 2023 Premium Malls Enjoy Black Friday Boost: US Consumer Survey Insights 2023, Week 49Our US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. This week, we explore consumer shopping behavior over Black Friday weekend and discuss new consumer pessimism about their financial situations. Read More
Market Outlook | December 6, 2023 Premium US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining InflationDiscover the prospects for grocery retailing in the US in 2024, as well as themes to watch in the sector. Read More
Deep Dive | December 4, 2023 Premium November 2023 US Housing Market Indicators: Mortgage Rates EaseWe present insights into the US housing market as of the end of November 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal an easing of the recent rapid growth in mortgage rates. Read More
Deep Dive | December 4, 2023 Premium Increased Avoidance of Public Places: China Consumer Survey InsightsWe assess consumer behavior, purchasing and preferences during the recent uptick in respiratory illnesses. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | December 4, 2023 Premium US CPG Sales Tracker: Beauty Slows Sharply, While Online Grocery Growth Continues To DecelerateThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended November 5, 2023. Read More
Insight Report | December 4, 2023 Premium Holiday 2023: Delving Into Key Service Category Trends in the USWe discuss key service category trends for the 2023 holiday season in the US, drawing from our proprietary survey data and store traffic information from Placer.ai, a third-party location analytics provider. Read More
Insight Report | December 4, 2023 Premium US Apparel and Beauty Spending Tracker, October 2023: Clothing and Footwear Spending Up Low Single-Digits; Beauty Spending Growth Remains ResilientThe 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 2023, showing that clothing and footwear spending growth increased to 2.2% year over year Read More
Insight Report | December 4, 2023 Premium US CPG Sales Tracker: Lowest In-Store Sales Growth Rate in Two YearsThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended October 8, 2023. Read More
Analyst Corner | December 3, 2023 Register for Free Access Weinswig’s Weekly: Pioneer the Future of Retail at NextGen Commerce, a Coresight Research AI ConferenceJoin us to explore the cutting-edge applications of AI (artificial intelligence). This week’s note, “From the Desk of Deborah Weinswig,” looks forward to NextGen Commerce, a Coresight Research AI Conference, which will take place on December 5, 2023. Read More
Deep Dive | December 1, 2023 Premium US, UK, EU & China Quarterly Economic Update, 3Q23: Growth in the US, France and China as Possibility of German Recession LoomsThe 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 third quarter of 2023, which show economic growth in the US, China and France. Read More
Insight Report | December 1, 2023 Premium Five Ways AI Is Being Used in Drugstore RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the drugstore sector, covering healthcare personalization, demand forecasting, automated prescription filling and more. Read More
Store Tracker | December 1, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 48: Wilko’s Loss Is Poundland’s GainOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Alimentation Couche-Tard and Co-op, among others. Read More
Insight Report | November 30, 2023 Premium Five Ways AI Is Being Used in Apparel and Footwear RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the apparel and footwear sector, covering design innovation, intelligent production, virtual try-on and more. Read More
Insight Report | November 30, 2023 Premium Holiday 2023: Festive Frenzy of Social Commerce—Seven Social Media Strategies To Drive EngagementWe dive into trending retail-related posts, offering a curated glimpse into the creative strategies employed by these posts and providing a roadmap for companies seeking to make a lasting impact during the 2023 holiday season. Read More
