Market Navigators/Market Outlook | December 16, 2024 Premium Global Luxury—Retail 2025 Sector Outlook: A Year of Recovery, with Soft Luxury and China Gaining ShareDiscover directional market insights and themes to watch in global luxury retailing in 2025. We touch on M&A (mergers and acquisitions), geopolitical tensions, resale and more. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Infographic | December 16, 2024 Free Report Legends of Commerce: Content & Cocktails—InfographicThe Legends of Commerce event brought together industry experts, retailers, brands and technology innovators to explore the future of retail. This free infographic presents event highlights. Read More
Analyst Corner | December 15, 2024 Register for Free Access Analyst Corner—Potential US Tariffs: Explore the Likely Impacts on Three Retail Sectors with Aditya KaushikHow will the proposed US tariffs impact retailers and consumers in apparel, electronics and food retailing? In this week’s Analyst Corner, Aditya Kaushik, Analyst, offers highlights from our recent research report on the implications of the potential tariffs. Read More
Event Coverage | December 13, 2024 Free Report What Did We Learn from Legends of Commerce: Content & Cocktails?The Legends of Commerce event brought together industry experts, retailers, brands and technology innovators to explore the future of retail. In this free report, Deborah Weinswig, CEO and Founder of Coresight Research, offers selected highlights from the event, spotlighting the role and benefits of AI (artificial intelligence) in retail. Read More
Event Coverage | December 13, 2024 Premium AI Risks, Success Stories and Opportunities—Insights from Legends of Commerce: Content & CocktailsLegends of Commerce: Content & Cocktails brought together industry experts, retailers, brands and technology innovators to explore the future of retail. This report, exclusively available to Coresight Research premium subscribers, provides key insights from the full event, spotlighting the role and benefits of AI (artificial intelligence) in retail. Read More
Infographic | December 13, 2024 Free Report Three Data Points We’re Watching This Week, Week 50: Global MacroDiscover key data points we are watching in week 50 of 2024. This week, we focus on macro data for the US and China, with insights on consumer sentiment and import rates. Read More
Store Tracker | December 13, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 50: Dollar Tree’s Expansion Spree Pushes US Store Openings Closer to 6,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight Dollar Tree’s major expansion, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Five Below and J.Crew, among others. Read More
Market Navigators/Market Outlook | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More
Market Navigators/Market Outlook | December 12, 2024 Premium US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing ShareDiscover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Deep Dive | December 11, 2024 Databank Members Economic Sentiment Weakens as Tariff Prospects Heighten: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures and potential tariffs from the US. We also present an update on consumer behavior and shopping trends. Read More
Market Navigators/Market Outlook | December 11, 2024 Premium US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty OutperformanceDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on sustainability, store closures, private-label offerings, expansive business models and more. Read More
Market Navigators/Market Outlook | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
