Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Deep Dive | September 3, 2024 Premium Department Stores in Focus—Kohl’s and Macy’s Lead the Way: US Consumer Survey InsightsWhich department stores are popular, and what are department-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the department store sector. Read More
Deep Dive | September 2, 2024 Premium US Healthcare: Real Estate Insights—Gyms, Malls, Grocers and More Enter the Retail Health SpaceBuilding on our recent Market Navigator report on the US healthcare market, Coresight Research explores the impact that growing retail health offerings are having on the real estate footprints of retailers across various sectors. Read More
Deep Dive | August 29, 2024 Premium Digital Services and Omnichannel Strategies: Global Learnings in Drugstore and Pharmacy RetailingThe digital revolution is significantly transforming the drugstore sector globally, but drugstores and pharmacy retailers continue to face challenges. Building on our Market Navigator on drugstore and pharmacy retailing, we explore the innovative strategies being adopted by leading sector retailers in the US, the UK, Europe, India and China to navigate the dynamic market landscape. Read More
Deep Dive | August 28, 2024 Premium Who Shops Where? 2024 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles. Read More
Deep Dive | August 27, 2024 Premium Luxury Shopping in Focus—Gucci Is the Top Choice; Dior Gains in 2024: US Consumer Survey InsightsWhich luxury brands are popular, and what are luxury shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on luxury shopping. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Insight Report | August 26, 2024 Premium The High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury RetailingBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits of innovative solutions for product authentication, loss prevention, inventory management and more. Read More
Insight Report | August 26, 2024 Premium US CPG Sales Tracker: CPG E-Commerce Registers Highest Growth Rate Since August 2022In partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of mid-August 2024, covering food & beverage, health & beauty, and general merchandise & homecare. Read More
Insight Report | August 22, 2024 Premium August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of August 19, 2024. Read More
Deep Dive | August 21, 2024 Premium What’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the WayWe explore the current state of the US beauty market, providing its size and trajectory for 2024 and beyond, as well as key themes we believe will shape the industry in the years to come. We frame these themes around our RESET framework for change. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Deep Dive | August 20, 2024 Premium Online Shopping in Focus—Amazon Is the Clear Winner; Walmart Is a Distant Second: US Consumer Survey InsightsWhich retailers and marketplaces are popular online? What are online shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on e-commerce. Read More
Deep Dive | August 19, 2024 Premium Style and Substance Through Value-Add Services and Omnichannel Strategies: Global Learnings in Apparel RetailingWorldwide, the apparel and footwear industry is undergoing a transformative shift driven by rapid advancements in digital technology and evolving consumer preferences. Building on our recent Market Navigator report, we explore the innovative strategies adopted by leading apparel and footwear retailers from China, the UK and the US to navigate the dynamic market landscape. Read More
Insight Report | August 15, 2024 Premium July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024In July 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year, one of the highest rates of the year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More