Product TypeDeep Dive Product TypeDeep Dive | December 6, 2022 Premium US Consumer Tracker: Tempered Thanksgiving Weekend Shopping We examine US shopper behavior including the Thanksgiving weekend. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 6, 2022 Premium Global Retail in 2023: Five Forces, Five Trends Our flagship annual report outlines our trend expectations for the year ahead in retail globally. We discuss five forces set to impact global retail in 2023–including high inflation and interest rates—and reiterate our RESET framework for retailers to respond to short-term consumer needs while securing longer-term success. Read More
Product TypeInsight Report Product TypeInsight Report | December 6, 2022 Premium Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 5, 2022 Premium 2023 Retail and Technology Outlook: Facing into the Headwinds Kicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 5, 2022 Premium November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales We examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline. Read More
Product TypeInsight Report Product TypeInsight Report | December 2, 2022 Premium US Apparel and Beauty Spending Tracker: October 2022 Clothing and Footwear Spending Growth Slows The 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 2022, showing that clothing and footwear spending is up 2.5% year over year.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2022 Premium November 2022 Leading Indicators of US Retail Sales: Emerging Signs of a Slowing Economy The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of November 22, 2022. Read More
Product TypeInsight Report Product TypeInsight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others.Read More
Product TypeInsight Report Product TypeInsight Report | November 28, 2022 Premium US, UK, EU & China Quarterly Economic Update, 3Q22: Global Headwinds Give Rise to Economic Ambiguity Our new Quarterly Economic Update discusses macroeconomic indicators from the US, the UK, China and the EU (European Union), breaking out data for France and Germany. We cover GDP, consumer spending and inflation. We look at recently released data for the third quarter of 2022, which show positive GDP growth but depressed consumer spending levels.Read More
Product TypeInsight Report Product TypeInsight Report | November 25, 2022 Premium November 2022 Monthly Consumer Update: US, UK and China Analyzing consumer demand in October 2022, retail sales growth slowed further in the US, the UK and China. Our Monthly Consumer Update assesses the leading indicators of the health of the consumer economy—wage growth, price changes and retail sales growth—in these three markets.Read More
Product TypeInsight Report Product TypeInsight Report | November 21, 2022 Premium October 2022 UK Retail Sales: Volume Declines Deepen While Value Growth Decelerates In October 2022, UK retail sales volumes fell 6.7% year over year while values grew 2.8%. Online sales declined by 7.4%. We analyze retail sales, in total and by sector, as well as online sales penetration.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 21, 2022 Premium US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop? US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures.Read More
Product TypeInsight Report Product TypeInsight Report | November 17, 2022 Premium October 2022 US Retail Sales: As Inflation Eases, So Too Does Sales Growth October 2022 US retail sales, excluding gasoline and automobiles, grew 6.4% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Product TypeInsight Report Product TypeInsight Report | November 17, 2022 Premium October 2022 China Retail Sales: Total Sales Decelerate; Most Sectors Report Negative Growth We review the latest data for retail sales in China showing that in October 2022, year-over-year sales grew 0.5%. Our report analyzes retail sales in total and by sector. Read More
Product TypeDeep Dive Product TypeDeep Dive | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare Solutions In this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand.Read More
