Deep Dive | July 23, 2024 Premium Off-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey InsightsWhere and what are off-price and dollar-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the off-price and dollar-store retail sectors. Read More
Deep Dive | July 16, 2024 Premium Responses to Inflation—Fewer Shoppers Are Buying Less: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Market Outlook | July 10, 2024 Premium Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging BackdropIn this Market Navigator, Coresight Research explores the US apparel and footwear market. Dive in today to gain insights into emerging ideas and opportunities in apparel and footwear retailing, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More
Deep Dive | June 26, 2024 Premium Home and Home-Improvement Shopping in Focus—Sam’s Club Gains in Latest Quarter: US Consumer Survey InsightsWhere and what are home-furnishing and home-improvement shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the home and home-improvement retail sectors. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Infographic | June 6, 2024 Premium US Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-CommerceHow popular is the e-commerce channel among grocery shoppers? This infographic presents key survey findings from our US Online Grocery Survey 2024 research report. Read More
Deep Dive | May 2, 2024 Premium How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private LabelCPG brands and grocery retailers are currently operating in a volatile environment, one that presents unique challenges and numerous opportunities. We discuss key ongoing consumer shopping trends in the US grocery landscape, using proprietary Coresight Research consumer survey data, as well as data from Circana and Placer.ai. Read More
Deep Dive | April 25, 2024 Premium Revealing Divisions in Consumer Sentiment: US Consumer Survey Insights ExtraHow are consumers feeling about their personal finances and the overall US economy? This month’s US Consumer Survey Insights Extra report explores proprietary survey data on how consumers are feeling about their finances and the economy, broken down by income, age group and geography. Read More
Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls. Read More
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. Read More
Insight Report | January 25, 2024 Premium Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail TheftContinuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America. Read More
Insight Report | January 24, 2024 Premium Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives GrowthCoresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau. Read More
