Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur 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 November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Insight Report | November 20, 2024 Premium US CPG Sales Tracker: CPG Growth Disappoints as In-Store Sales SlowThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended November 3, 2024. Read More
Research Digest | November 20, 2024 Premium Insights Video: Singles’ Day 2024 Findings—Premium Subscriber CallWatch this video to discover performance metrics and highlights from this year’s Singles’ Day shopping festival in China. We analyze proprietary survey findings to assess consumer behavior, and discuss e-commerce platform cooperation, government subsidies, livestreaming and more. Read More
Event Presentation | November 20, 2024 Premium Singles’ Day 2024 in China—Performance Metrics and Consumer Survey AnalysisDive into performance metrics and highlights from this year’s Singles’ Day shopping festival in China. We analyze proprietary survey findings to assess consumer behavior, and discuss e-commerce platform cooperation, government subsidies, livestreaming and more. Read More
Deep Dive | November 20, 2024 Free Report Building Winning Content Experiences: The Impact of AI-Powered Digital Asset ManagementDigital asset management (DAM) solutions help retailers deliver exceptional content experiences that drive business outcomes, particularly when powered by AI (artificial intelligence) and integrated effectively with marketing tools. Explore the benefits, use and functionality of DAM solutions in our our free research report, produced in partnership with Bynder. Read More
Deep Dive | November 19, 2024 Premium Holiday 2024—Apparel Demand Strengthens as the Holiday Peak Draws Closer: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Insight Report | November 19, 2024 Premium The 4-5-4 US Retail Calendar, 2025–26The 4-5-4 US retail calendar is a guide to the fiscal year ending January 31, 2026. We note major holidays and calendar events within each week across the year and compare when these fall to the prior year. Read More
Insight Report | November 18, 2024 Premium Ulta Beauty Investor Day 2024: Targeting Sustainable Growth, with a Focus on Digital InnovationDiscover insights from Ulta Beauty’s Investor Day 2024, covering the company’s strategic priorities for sustainable growth. Read More
Deep Dive | November 18, 2024 Premium Holiday 2024: Hottest Toys—Creativity-Boosting Toys and Promotions To Rule the SeasonWe discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Target and Walmart, among others. We also discuss these retailers’ initiatives to drive toy sales and present key trends that we expect to influence toy gifting this holiday season. Read More
Analyst Corner | November 17, 2024 Register for Free Access Analyst Corner—Is GenAI Changing the World? Part Two: Solving Four Major Hurdles Takes Progressive Improvement, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses GenAI (generative artificial intelligence) as a progressive opportunity. What hurdles need to be overcome to realize the technology’s true potential? Understand the path to a GenAI revolution. Read More
Company Profile | November 16, 2024 Premium Tesco (LSE: TSCO) Company ProfileTesco is a UK-based grocer that offers consumers groceries, fuel and various general merchandise products. Headquartered in Hertfordshire, England, the company currently operates 4,542 stores in the UK and central Europe, excluding franchise stores. Read More
Company Profile | November 16, 2024 Premium Ulta Beauty, Inc. (NasdaqGS: ULTA) Company ProfileUlta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private-label selections. Read More
Company Profile | November 16, 2024 Premium Sprouts Farmers Market (NASDAQ: SFM) Company ProfileSprouts Farmers Market is a US-based grocer that offers consumers a variety of grocery products, as well as health and beauty items. Headquartered in Phoenix, Arizona, the company currently operates 419 stores across 23 US states. Read More
Company Profile | November 16, 2024 Premium Weis Markets (NYSE: WMK) Company ProfileWeis Markets is a US-based retailer of grocery, fuel and general merchandise products, as well as pharmacy services. The company is headquartered in Sunbury, Pennsylvania, and currently operates 196 stores. Read More
Insight Report | November 15, 2024 Premium October 2024 US Retail Sales: Nonstore Retailers Lead as Growth AcceleratesIn October 2024, US retail sales (excluding gasoline and automobile sales) grew by over 5% year over year, accelerating from the growth seen in August and September. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
