Product TypeInsight Report Product TypeInsight Report | May 25, 2022 Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others. Read More
Product TypeInsight Report Product TypeInsight Report | May 24, 2022 Premium May 2022 Monthly Consumer Update: US, UK and China Analyzing consumer demand in April 2022, we saw UK retail sales growth losing momentum, stronger-than-expect retail sales growth the US and total retail sales continue to decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.Read More
Product TypeInsight Report Product TypeInsight Report | May 18, 2022 Premium April 2022 US Retail Sales: Growth Strengthens but Volumes Remain Down Year over Year April 2022 US retail sales, excluding gasoline and automobiles, grew by 6% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Product TypeInsight Report Product TypeInsight Report | May 17, 2022 Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 11, 2022 Premium Inflation and Apparel: How US Retailers and Consumers Are Responding In this inflationary environment, apparel retailers are faced with high input costs while consumers are coping with wages that haven’t kept pace with inflation. We analyze the factors driving apparel inflation, the strategies different retailers are taking to save costs and the ways consumers are changing their spending. Read More
Product TypeInsight Report Product TypeInsight Report | May 11, 2022 Premium Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong Results Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 10, 2022 Premium US Consumer Tracker: Inflation Update—Consumers Change Their Playbook Consumers are adopting new shopping strategies to respond to record levels of inflation. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.Read More
Product TypeInsight Report Product TypeInsight Report | May 9, 2022 Premium May 2022 Leading Indicators of US Retail Sales: Will Consumer Spending Persevere Through Higher Interest Rates and Inflation? In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of May 5, 2022, covering income, savings, the job market and housing, and offer US retail sales projections.Read More
Product TypeInsight Report Product TypeInsight Report | May 4, 2022 Premium US and China Quarterly Economic Update, 1Q22: Supply Chain Challenges and Covid-19 Lockdowns Result in Troublesome First Quarter Our Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the first quarter of 2022, which show GDP shrinkage in the US and further slowdown in growth momentum in China.Read More
Product TypeInsight Report Product TypeInsight Report | April 26, 2022 Premium April 2022 Monthly Consumer Update: US, UK and China Analyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Product TypeDeep Dive Product TypeDeep Dive | April 25, 2022 Free Report The Inflation Pressure Cooker: How North American Consumers Are Responding After two years of pandemic-induced upheaval, shoppers and retailers are now grappling with decades-high inflation. Leveraging proprietary survey data, we discuss changing consumer habits and preferences amid the recent inflationary surge and analyze consumer expectations around spending. This free report is sponsored by Afterpay.Read More
Product TypeInsight Report Product TypeInsight Report | April 19, 2022 Premium India Retail Insights: Retail and Retail-Tech—Upcoming IPOs in 2022 As part of our India Retail Insights series, we examine upcoming initial public offerings (IPOs) in India in the retail and retail-tech sectors and discuss key reasons for the recent rise in India’s IPO activity.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | April 11, 2022 Register for Free Access World Retail Congress 2022 Wrap-Up: Major Themes—Metaverse, Values, Sustainability, Consumer and Macro We present the major themes from World Retail Congress 2022, held on April 5–7, covering the metaverse in retail, a renewed focus on company values, retailers’ approaches to sustainability, consumer-centric strategies and macro factors.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 7, 2022 Premium US Consumer Tracker Extra: Inflation Reactions and Grocery Trends With high inflation in US grocery, we examine shoppers’ perceptions of price rises and how they are changing their behavior as a result, with breakdowns by income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | April 6, 2022 Register for Free Access World Retail Congress 2022 Day One: Macroeconomic Impacts on Retail, Sustainability in Fast Fashion and More We present our top insights from the first day of World Retail Congress 2022 on April 5, covering macroeconomic impacts on retail and sustainability in fast fashion, as well as reflections from retail legend Ron Johnson and more.Read More
