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Insight Report | November 21, 2023 Premium

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales 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 November 19, 2023, including Alibaba, Macy’s, Target and Walmart.

Deep Dive | November 21, 2023 Premium

Consumers Optimistic About the Economy But Inflation Concerns Persist: US Consumer Survey Insights 2023, Week 47

We assess consumers’ perceptions of inflation and its likely impacts on holiday retails. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | November 21, 2023 Premium

October 2023 UK Retail Sales: Growth Slides Again Amid High Borrowing Costs and Unfavorable Weather

In October 2023, UK retail sales (excluding automotive fuel) grew nearly 4% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | November 20, 2023 Premium

Holiday 2023: Help Wanted… or Not. Slow Growth in Planned US Retail Hiring

We explore the seasonal hiring plans of major retailers and logistics firms in the US, as well as trends in employment and job-opening levels.

Deep Dive | November 20, 2023 Premium

Certain Categories See E-Commerce Boost: China Consumer Survey Insights

We identify the product categories benefitting from Singles’ Day discounts. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment.

Insight Report | November 20, 2023 Premium

What the Ozempic Economy Means for US Retail

US consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel.

Analyst Corner | November 19, 2023

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Weinswig’s Weekly: The Singles’ Day Trifecta—Discounting, Livestreaming and AI

The world’s largest online shopping festival, Singles’ Day, reached its climax last week. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the shopping festival’s performance highlights and its winning combination of discounting, livestreaming and AI (artificial intelligence).

Insight Report | November 17, 2023 Premium

October 2023 China Retail Sales: Year-over-Year Growth Rate Continues To Improve

We review the latest data for retail sales in China, showing that in October 2023, year-over-year growth continued to improve, strengthening from the prior month. Our report analyzes retail sales in total and by sector.

Store Tracker | November 17, 2023 Premium

Weekly US and UK Store Openings and Closures Tracker 2023, Week 46: Avon Calling!

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

Insight Report | November 16, 2023 Premium

Retail Around the World: Singles’ Day 2023—Coresight Research Observations

Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2023.

Insight Report | November 16, 2023 Premium

US and UK Retail Bankruptcies Latest, November 2023: Filings from Z Gallerie, Wiggle and Others

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wiggle, Z Gallerie and more.

Insight Report | November 15, 2023 Premium

October 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales Growth

In October 2023, US retail sales (excluding gasoline and automobiles) grew 3.1% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | November 15, 2023 Premium

Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer Commentary

Continuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions.

Insight Report | November 14, 2023 Premium

Holiday 2023: Hottest Toys—Here’s What Shoppers Are Set To Buy This Season

As part of our holiday 2023 coverage, we discuss the hottest toys for the 2023 holiday season in the US. We discuss these retailers’ initiatives to drive toy sales and outline four key trends that we expect to influence toy gifting in the US during the 2023 holiday season.

Market Outlook | November 14, 2023 Premium

Research Preview: Market Navigator—US CPG

This Research Preview provides an early look at our forthcoming Market Navigator report on the US CPG market. We analyze market growth, the competitive landscape, key themes and more.