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Insight Report | October 2, 2023 Premium

US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains Resilient

The 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

Analyst Corner | October 1, 2023

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Weinswig’s Weekly: Retail Media Networks Present a Challenging but Highly Rewarding Opportunity

This 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.

Insight Report | September 29, 2023 Premium

September 2023 Monthly Consumer Update: US, UK and China

Our 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.

Deep Dive | September 29, 2023 Premium

Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights Extra

We 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.

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.

Insight Report | September 28, 2023 Premium

September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday Season

The 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.

Insight Report | September 27, 2023 Premium

August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward Trend

We 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.

Insight Report | September 27, 2023 Premium

August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic Decline

In 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.

Insight Report | September 27, 2023 Premium

Holiday 2023: US Retail Outlook Summary Update

We 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.

Insight Report | September 26, 2023 Premium

Temu Growth and Challenges in the US Market: A Six-Month Follow-Up

We 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.

Deep Dive | September 26, 2023 Premium

Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39

We 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.

Insight Report | September 25, 2023 Premium

August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines Continue

In 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.

Deep Dive | September 25, 2023 Premium

Essentials In-Store, Discretionary Online: China Consumer Survey Insights

We 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.

Insight Report | September 25, 2023 Premium

Generative AI Latest: The EU Digital Services Act, Conversational AI and VMware Explore 2023

Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the EU’s new Digital Services Act, the ways conversational AI is reshaping retail customer service, and new solutions announced at VMware Explore 2023.

Analyst Corner | September 24, 2023

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Weinswig’s Weekly: Hearing from Kroger and Ahold Delhaize at Groceryshop

This week’s note, “From the Desk of Deborah Weinswig,” discusses highlights from Groceryshop 2023, including what we heard from the CEOs of Kroger and Ahold Delhaize USA.