Market Outlook | April 11, 2024 Premium Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-FocusedIn this Market Navigator, Coresight Research explores the US healthcare market. 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
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Deep Dive | April 1, 2024 Premium Retail-Tech Landscape: Generative AI InfrastructureThe ability of GenAI (generative artificial intelligence) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage. We discuss key trends in GenAI infrastructure and present selected technology providers globally, with innovative solutions spanning model development, cloud services, AI chips and more. Read More
Insight Report | March 25, 2024 Register for Free Access Research Preview: Retail-Tech Landscape—Generative AI InfrastructureTake an early look at our forthcoming Retail-Tech Landscape of selected technology companies that provide generative AI (artificial intelligence), also known as GenAI, infrastructure. Dive into key trends and uncover the key categories of the market. Look out for the full report to discover the featured companies! Read More
Insight Report | March 7, 2024 Premium Generative AI Latest: The Copilots Are Now Flying the PlaneContinuing our Generative AI Latest series, we present recent announcements in the GenAI (generative artificial intelligence) space globally—including new applications and infrastructure, and the launch of new GenAI copilots with advanced capabilities. 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
Deep Dive | January 15, 2024 Premium Retail 2024: 10 Trends in China RetailWe discuss 10 key trends for the Chinese retail market in 2024. This report is part of our Retail 2024 series, offering directional outlooks, headwinds, tailwinds and themes to watch in 2024 and beyond in global retail. Read More
Insight Report | January 12, 2024 Premium Introducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024We present our updated Tech 25 focus list of retail-technology companies to watch, spanning e-commerce, infrastructure and more. The list comprises public companies that align with our expectations for key technology trends in 2024 and beyond. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 13, 2023 Premium US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales DeclineOur 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 November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Insight Report | October 12, 2023 Premium Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping FestivalSingles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival. Read More
Insight Report | September 25, 2023 Premium Generative AI Latest: The EU Digital Services Act, Conversational AI and VMware Explore 2023Continuing 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. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
