Deep Dive | August 22, 2023 Premium Indications of a Summer Wind-Down Emerge: US Consumer Tracker 2023, Week 34We assess how US consumers behavior is changing as the summer winds down. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 22, 2023 Premium Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart. Read More
Deep Dive | August 22, 2023 Premium Retail-Tech Landscape: Web3 for RetailHow can retailers tap the benefits of Web3? We present selected technology providers globally that are offering Web3 solutions for retail, in the areas of infrastructure, payments, security, supply chain and more. Read More
Market Outlook | August 21, 2023 Premium Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the WayWe present a definitive guide on the US beauty market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Insight Report | August 21, 2023 Premium Generative AI Latest: Amazon’s Initiatives, the Home Sector’s Entry and the Launch of Hypermodal AIContinuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering Amazon’s initiatives (announced at AWS Summit 2023), the foray of the home sector into the generative AI space, and Dyntatrace’s launch of hypermodal AI. Read More
Deep Dive | August 21, 2023 Premium Screen Time Continues To Increase: China Consumer TrackerWe assess consumers’ increased engagement with TV, video games and livestreams over the summer break. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | August 21, 2023 Premium July 2023 UK Retail Sales: Wet Weather Slows Retail Sales GrowthIn July 2023, UK retail sales (excluding automotive fuel) grew 5% 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
Analyst Corner | August 20, 2023 Register for Free Access Weinswig’s Weekly: There Go Amazon’s Private Labels!This week’s note, “From the Desk of Deborah Weinswig,” discusses Amazon’s retreat in private label. Read More
Store Tracker | August 18, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 33: US Closures Up 79%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Office Depot and Frasers Group, among others. Read More
Insight Report | August 17, 2023 Premium Aldi To Acquire Winn-Dixie and Harveys Supermarket Banners for Major Southeastern US ExpansionWe discuss the details of Aldi’s acquisition of Winn-Dixie and Harveys Supermarket stores from Southeast Grocers and explore its implications for the US grocery retail sector. Read More
Insight Report | August 17, 2023 Premium July 2023 China Retail Sales: Retail Sales Slowdown ContinuesWe review the latest data for retail sales in China, showing that in July 2023, year-over-year sales grew 1%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | August 17, 2023 Premium Think Tank: Generative AI Explained—Understanding Its Power and Fundamental TechnologiesIn this Think Tank, we provide a reference guide for businesses to understand generative AI (artificial intelligence) and its foundational AI technologies. We discuss retail use cases of generative AI as well as challenges and strategies for AI technology implementation. We explore the technological prerequisites that have paved the way to the advanced AI and generative AI we see today. Read More
Insight Report | August 16, 2023 Premium US and UK Retail Bankruptcies Latest, August 2023: Wilko Administration Bucks UK Discount Growth TrendWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wilko and CPI Luxury Group. Read More
Deep Dive | August 16, 2023 Premium RFID in Fashion: Higher Penetration and More Advancements on the HorizonRadio-frequency identification (RFID) technology has already led to significant advancements in the fashion industry. In this report, we dive into the current state of RFID in fashion, including factors impacting growth, the competitive landscape and potential headwinds for fashion brands and retailers. Read More
Insight Report | August 16, 2023 Premium International Travel in China: New Competition as WeChat Pay and Alipay Accept Foreign Payment Cards?We assess how new payment systems announced by WeChat Pay and Alipay will unlock international tourists’ spending, affecting both Chinese and international retailers. Read More
