Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Premium Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Deep Dive | June 27, 2023 Premium Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Infographic | June 26, 2023 Premium US Online Grocery Survey 2023—Infographic: Assessing the Top Retailers and E-Commerce PopularityHow are consumers across the US shopping for online groceries? This infographic presents highlights from our sixth annual US online grocery survey, in which we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Read More
Market Outlook | June 26, 2023 Premium Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and StrategiesWe present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first 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
Deep Dive | June 20, 2023 Premium Financial Health Update and Consumers’ Increase in Activity: US Consumer Tracker 2023, Week 25We explore the financial health of US consumers, as well as their shopping behavior as the summer kicks off. Our weekly US Consumer Tracker analyzes proprietary consumer survey data. Read More
Market Outlook | June 19, 2023 Premium Market Navigator: US Grocery Retailing—Executive SummaryThis Executive Summary presents selected highlights from our full Market Navigator on US grocery retailing, covering market growth, the competitive landscape, consumer survey analysis, themes we are watching, and more. Read More
Deep Dive | June 13, 2023 Premium Target’s Gains, Consumer Activities and Mapping Amazon Shoppers: US Consumer Tracker 2023, Week 24We analyze Amazon’s food and nonfood retail penetration by state, while consumers get more active and Target makes further gains. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | June 6, 2023 Premium Consumers Pursue Conflicting Anti-Inflation Strategies: US Consumer Tracker 2023, Week 23We analyze consumers’ perceptions of and reactions to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Insight Report | May 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. Read More
Deep Dive | May 30, 2023 Premium More Active Consumers Proliferate Ahead of Memorial Day: US Consumer Tracker 2023, Week 22Shoppers are engaging in more activities ahead of the Memorial Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | May 25, 2023 Premium Where Do Shoppers Cross the Aisle?: US Consumer Tracker Extra, May 2023We examine which retailers are successfully persuading consumers to cross the aisle and shop for both food and nonfood products. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses shopping trends in year-to-date 2023. Read More
Deep Dive | May 23, 2023 Premium US Consumer Tracker: Declines in Avoidance and Shopping ProliferateOur weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. This week, we also include our monthly questions on consumers’ financial security. Read More
Deep Dive | May 16, 2023 Premium US Consumer Tracker: Analyzing Cross-Shopping at Nonfood RetailersOur weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. This week, we also analyze the competition between the top-five nonfood retailers. Read More