Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Market Outlook | February 20, 2024 Premium Market Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging OpportunitiesIn this Market Outlook, we discuss the growth trajectory of US convenience store retailing, exploring its competitive landscape and key trends shaping the sector. Read More
Deep Dive | February 20, 2024 Premium Fewer Consumers Report Inflation-Induced Shopping Changes: US Consumer Survey InsightsWe assess how aware consumers are of inflation and its impacts on shopping behavior. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 19, 2024 Premium Consumers’ Appetite for In-Store Shopping Remains Resilient: China Consumer Survey InsightsWe explore the interaction of Chinese consumers’ avoidance of public places and their channel preferences by category, and the implications for retail. Our monthly China Consumer Survey Insights series presents an update on Chinese consumers’ shopping behavior, levels of activity and sentiment. Read More
Analyst Corner | February 18, 2024 Register for Free Access Analyst Corner—Keep Up with Retail Dynamics: The Fast Luxury Model with Sunny ZhengThis week’s Analyst Corner discusses the new “Fast Luxury” model from Coresight Research. Sunny Zheng, Analyst at Coresight Research, offers her thoughts on the shifting dynamics of luxury retail. Read More
Infographic | February 16, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight recently published sales data from Amazon and retail-technology trends to watch in 2024. Read More
Store Tracker | February 16, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 7: Pandora Announces Store Expansion PlansOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Pandora and Primark, among others. Read More
Insight Report | February 15, 2024 Premium January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid GrowthIn January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 15, 2024 Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Read More
Deep Dive | February 15, 2024 Premium Retail 2024: Top 10 Trends in Retail TechnologyAs part of the Coresight Research Retail 2024 series, we provide an overview of the retail-tech market and present 10 key technologies that we expect to be influential in retail in 2024. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Company Profile | February 13, 2024 Premium Prada S.p.A (SEHK: 1913) Company ProfilePrada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries. Read More
Deep Dive | February 13, 2024 Premium Consumers Report Strong Financial Health: US Consumer Survey InsightsWe assess the latest developments in consumers’ financial health in the wake of holiday spending. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Market Outlook | February 12, 2024 Premium Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and BeyondIn this Market Navigator, Coresight Research explores drugstore and pharmacy retailers operating in the US. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | February 12, 2024 Premium Introducing “Fast Luxury” and Its Implications for the Retail MarketThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Read More