Insight Report | October 2, 2023 Premium Flipkart Big Billion Days 2023: Preview—Positive Consumer Sentiment and a Focus on Immersive ShoppingWe present key insights ahead of India-based online marketplace Flipkart’s annual flagship shopping event, Big Billion Days (BBD), which will take place during October 8–15, 2023. Read More
Deep Dive | October 2, 2023 Premium Consumers Turn Away From Socializing: China Consumer Survey InsightsWe assess Chinese consumers’ changing behaviors 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 | October 2, 2023 Premium US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains ResilientThe 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 August 2023, showing that clothing and footwear spending is up 2.9% year over year Read More
Analyst Corner | October 1, 2023 Register for Free Access Weinswig’s Weekly: Retail Media Networks Present a Challenging but Highly Rewarding OpportunityThis week’s note, “From the Desk of Deborah Weinswig,” discusses how companies can unlock the true potential of retail media, with highlights from a recent proprietary survey of brand advertisers in the CPG sector. Read More
Insight Report | September 29, 2023 Premium September 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 September 26, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | September 29, 2023 Premium Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWe examine how US consumers expect to spend for the major retail events of 4Q23. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data and assesses shoppers’ expectations for Halloween, Singles’ Day, Prime Big Deal Days and the overall holiday season. Read More
Store Tracker | September 29, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 39: UK Closures Up 39%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Target and Next, among others. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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 September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Insight Report | September 26, 2023 Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn August 2023, UK retail sales (excluding automotive fuel) grew 6% 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
Deep Dive | September 25, 2023 Premium Essentials In-Store, Discretionary Online: China Consumer Survey InsightsWe assess Chinese consumers’ bifurcating shopping behavior. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More