December 29, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 52: US Store Openings Pass 5,500Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from NIKE and Versace, among others, and previews retailers’ plans for 2024.
December 28, 2023 Deep Dive Databank Members Essentials Resilient While Select Discretionary Categories Experience Downturn: China Consumer Survey InsightsWe assess Chinese consumers’ purchasing and avoidance habits and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment.
December 28, 2023 Insight Report Premium December 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more.
December 27, 2023 Insight Report Premium December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024The 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 December 22, 2023.
December 26, 2023 Deep Dive Databank Members Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.
December 26, 2023 Insight Report Premium US Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear SpendingThe 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 November 2023, showing that clothing and footwear spending growth increased to 2.8% year over year
December 26, 2023 Insight Report Premium November 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost SalesIn November 2023, UK retail sales (excluding automotive fuel) grew 5.6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.
December 24, 2023 Analyst Corner Register for Free Access Weinswig’s Weekly: A Year in Review and Future OpportunitiesThis week’s note, “From the Desk of Deborah Weinswig,” reflects on Coresight Research’s journey in 2023 and highlights key industry insights and trends. We look ahead to 2024 with excitement.
December 22, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 51: Previewing Plans for 2024—Dollar General (US) and Asda (UK) To Lead Store OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Michaels and Asda, among others, and previews retailers’ plans for 2024.
December 21, 2023 Insight Report Premium Macy’s $5.8 Billion Buyout Bid: A Symphony of Risk and OpportunityTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector.
December 21, 2023 Insight Report Premium Generative AI Latest: New Funding, Infrastructure and Applications, Plus Google’s Recent Product Launches and Tech PartnershipsContinuing our Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—including the latest tech startup funding, new generative AI applications and infrastructure, and developments and tech partnerships from Google.
December 20, 2023 Insight Report Premium Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This SeasonAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.
December 20, 2023 Insight Report Register for Free Access Retail-Tech Landscape: Israel—December 2023 UpdateIsrael’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. We present selected startups in Israel that provide technologies through the retail value chain.
December 19, 2023 Market Navigators/Market Outlook Premium US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally RecoverDiscover the prospects for US home and home-improvement retail (comprising furniture, home furnishings and home improvement) in 2024, as well as themes to watch in the sector.
December 19, 2023 Deep Dive Databank Members Consumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51We assess how consumer confidence is shifting as the holiday shopping peak nears. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.