Insight Report | June 29, 2023 Premium Holiday 2023: Early US Retail OutlookWe launch our coverage of the 2023 holiday season in US retail with an early look at the likely trajectory in retail demand in the end-of-year peak. We present our retail sales growth projections and discuss consumer sentiment, inflation, inventory and more. Read More
Insight Report | June 29, 2023 Premium Generative AI Latest: Empowering Productivity and Marketing Globally, Regulations for Responsible Use in ChinaWe launch our new Generative AI Latest series, which provides regular updates on generative AI (artificial intelligence) developments globally and discusses key trends in the space. In this report, we also update our proprietary CORE framework for AI in retail to incorporate the use cases of generative AI in the supply chain. Read More
Insight Report | June 29, 2023 Premium June 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. We examine the latest data as of June 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | June 28, 2023 Premium May 2023 US Retail Traffic and In-Store Metrics: Recovery of Store-Based Sales Progresses as Year-Over-Year Declines SoftenIn May 2023, US store-based traffic declined by nearly 2%, year over year. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Databank Members Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Event Coverage | June 28, 2023 Premium Home Depot Investor and Analyst Conference 2023: Three Key Growth OpportunitiesThe Coresight Research team attended Home Depot’s Investor and Analyst Conference, held on June 13, 2023. We present insights on the company’s three key growth opportunities for 2023 and beyond. Read More
Insight Report | June 27, 2023 Free Report The State of the American Mall: Competitive, Attractive and Here To StayThe death of the American mall: fact or myth? We dive into trends in retail traffic, occupancy rates, revenue performance and more to help you understand the state of the mall format and the factors driving its current and future growth. Read More
Deep Dive | June 27, 2023 Databank Members Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Event Coverage | June 27, 2023 Premium Salesforce Connections 2023: Embedding Generative AI in the Marketing Cloud and Commerce CloudWe present key insights from Salesforce’s Connections 2023 conference, covering the addition of generative AI into the company’s cloud offerings. Read More
Infographic | June 26, 2023 Premium US Online Grocery Survey 2023—Infographic: Assessing the Top Retailers and E-Commerce PopularityHow are consumers across the US shopping for online groceries? This infographic presents highlights from our sixth annual US online grocery survey, in which we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Read More
Market Navigators/Market Outlook | June 26, 2023 Premium Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and StrategiesWe present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Deep Dive | June 26, 2023 Databank Members Weak Demand Hampers 6.18 Shopping Festival: China Consumer TrackerWe assess how consumers are behaving during the first 6.18 shopping festival since the relaxation of Covid-19 restrictions in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | June 26, 2023 Premium May 2023 UK Retail Sales: Total Sales Post Strongest Growth in a YearIn May 2023, UK retail sales (excluding automotive fuel) grew 8% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Analyst Corner | June 25, 2023 Register for Free Access Weinswig’s Weekly: Everything You Always Wanted To Know About Grocery (But Were Afraid To Ask)This week’s note, “From the Desk of Deborah Weinswig,” discusses new Coresight Research survey analysis and data-driven research on key themes in US grocery retailing. Read More