Deep Dive | December 18, 2023 Premium Consumers Pull Back from Public Places: China Consumer Survey InsightsWe assess Chinese consumers’ increasing avoidance of public places and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | December 18, 2023 Premium November 2023 China Retail Sales: Growth Continues To StrengthenWe review the latest data for retail sales in China, showing that in November 2023, year-over-year sales grew 8%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | December 18, 2023 Premium Consumer Confidence During the Holiday Season—Analyzing Changes by Demographic: US Consumer Survey Insights ExtraWe assess how consumer confidence in the US is evolving over the holiday season so far. This US Consumer Survey Insights Extra report takes a deeper dive into consumers’ expectations for their own finances and the economy as a whole, broken down by income and age group. Read More
Analyst Corner | December 17, 2023 Register for Free Access Weinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023This week’s note, “From the Desk of Deborah Weinswig,” discusses the state of US retail bankruptcies in 2023 and the contributing factors behind a year-over-year increase in bankruptcy filings. Read More
Event Presentation | December 15, 2023 Premium The State of AI: Revisiting 2023 and Looking Ahead to 2024We discuss the state of artificial intelligence (AI) today, including generative AI (GenAI), and dive into what’s ahead for 2024. Look at developments in 2023 and the implications for retail of anticipated trends in the year ahead, from sustainability to personalization. Read More
Insight Report | December 15, 2023 Premium Holiday 2023: Exclusive Black Friday and Cyber Monday Survey FindingsWe discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general. Read More
Store Tracker | December 15, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Dollar General and Frasers Group, among others. Read More
Insight Report | December 14, 2023 Premium November 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth AccelerateIn November 2023, US retail sales (excluding gasoline and automobiles) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Event Presentation | December 14, 2023 Premium Healthcare—2024 Shopper Outlook: Insights Presented at the Drug Store News Industry Issues Summit 2023Coresight Research presented at the Drug Store News 25th annual Industry Issues Summit in New York City on December 13, 2023. Read our presentation to discover what lies ahead for retail in 2024, explore the forces reshaping the healthcare landscape, and dive into five consumer-driven trends in our shopper outlook. Read More
Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Read More
Deep Dive | December 14, 2023 Premium Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 13, 2023 Premium US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector. Read More
Event Coverage | December 13, 2023 Premium The AI Summit New York 2023: Reaping Benefits, Building Trust and Pushing the BoundariesThe Coresight Research team attended and presented at the AI Summit New York during December 6–7 at the Javits Center. We present key insights on artificial intelligence (AI) from the conference, with AI governance emerging as a hot topic. Read More
Insight Report | December 12, 2023 Premium US and UK Retail Bankruptcies Latest, December 2023: US Retail Bankruptcies Jump 10X in 2023We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Let’s Disco and Musik. Read More
