Insight Report | October 17, 2023 Premium September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain HealthyIn September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | October 17, 2023 Premium Calm Before Holiday Shopping Season Begins: US Consumer Survey Insights 2023, Week 42We assess what could be the last week of stable consumer behavior ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 17, 2023 Premium US Holiday Survey and Outlook 2023: E-Commerce To Drive GrowthWe dig deep into where, when and how US consumers will spend for holiday 2023, using proprietary survey data. Read More
Insight Report | October 16, 2023 Premium Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer CommentaryIn this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more. Read More
Analyst Corner | October 15, 2023 Register for Free Access Weinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already KnowThis week’s note, “From the Desk of Deborah Weinswig,” discusses three major retail-related trends about the US return to office that you may have missed. Read More
Deep Dive | October 13, 2023 Premium Shifting Shopper Behavior Amid Pessimism: China Consumer Survey InsightsWe assess Chinese consumers’ growing pessimism 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
Store Tracker | October 13, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 41: UK Closures Almost TripleOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Barnes & Noble and Asda, among others. Read More
Insight Report | October 12, 2023 Premium Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping FestivalSingles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival. Read More
Market Outlook | October 11, 2023 Premium Research Preview: Market Navigator—US Department StoresThis Research Preview provides an early look at our forthcoming Market Navigator on US department stores. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | October 11, 2023 Premium Generative AI Latest: Indian Conglomerates Enter the Space, the US Drives the Responsible Use of AI, Adobe Launches New ProductsOur Generative AI Latest series presents recent developments and notable trends in generative AI (artificial intelligence) globally—in this report we cover Indian conglomerates entering the AI race, the growing discussion around the need for responsible AI and the latest updates from Abode and IBM, among other topics. Read More
Insight Report | October 11, 2023 Premium Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already KnowWe identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. Read More
Insight Report | October 10, 2023 Premium Insights Video: Key Themes from Groceryshop 2023In this Insights Video, we present highlights from our coverage of Groceryshop 2023, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023. Read More
Insight Report | October 9, 2023 Premium Holiday 2023: UK Retail Outlook—An Inflection Point?We highlight our latest thinking on the prospects for UK holiday retailing as of October 2023, covering inflation and consumer confidence data and insights on how consumers are spending. Read More
Deep Dive | October 9, 2023 Premium New Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41We assess US consumer confidence ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Analyst Corner | October 8, 2023 Register for Free Access Weinswig’s Weekly: What Are the Prospects for US Holiday Retailing?This week’s note, “From the Desk of Deborah Weinswig,” discusses our updated view on the prospects for US holiday retailing, drawing on our analysis of proprietary consumer survey data, inflation trends and more. Read More
