Deep Dive | May 9, 2023 Premium US Consumer Tracker: Consumers Settle in to Inflation-Combatting StrategiesStrategies that US consumers have adopted to combat rising prices have become embedded. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | May 8, 2023 Premium Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose ItOur sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon’s offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends. Read More
Deep Dive | May 2, 2023 Premium US Consumer Tracker: A Potential Shift from Services to Retail?US consumers are not visiting restaurants as frequently as previously, likely due 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 | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Deep Dive | April 25, 2023 Premium US Consumer Tracker: Consumer Financial Security ImprovesUS consumers are reporting improved financial security this month compared to last. This US Consumer Tracker also includes profiles of consumers who avoid continue to public places and those who buy nonfood products from Amazon, as well as our regular weekly metrics. Read More
Deep Dive | April 18, 2023 Premium US Consumer Tracker: Hints of a More Active ConsumerCertain behaviors may indicate that consumers are beginning to get more active—crucial early signs for retailers. This US Consumer Tracker also includes profiles of consumers who avoid continue to public places and those who buy nonfood products from Amazon, as well as our regular weekly metrics. Read More
Deep Dive | April 12, 2023 Premium US Consumer Tracker: Shoppers Show Reduced Awareness of Price IncreasesUS shoppers’ awareness of price increases is decreasing, according to our survey data. This US Consumer Tracker includes our four-weekly check on consumers’ reactions to inflation as well as our regular weekly metrics. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Read More
Deep Dive | April 5, 2023 Premium US Consumer Tracker: Conflicting Trends in Behavior, Plus an Early Look at Memorial Day PlansAs part of our weekly US Consumer Tracker, we discuss the complicated picture of US consumer behavior and sentiment, based on our proprietary survey findings. We also take an early look at consumers’ Memorial Day spending plans. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 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. Read More
Deep Dive | March 28, 2023 Premium US Consumer Tracker: Focus on Financial Position and SecurityUS consumer avoidance may be set to stabilize after recent volatility. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | March 21, 2023 Premium US Consumer Tracker: Avoidance Rises and Activity SlidesHigh-income consumers have driven a striking one-week jump in avoidance. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | March 14, 2023 Premium US Consumer Tracker: More Shoppers Cut Grocery Purchases Amid High Inflation AwarenessMore US shoppers are cutting their grocery unit purchases in response to inflation, according to our latest survey. This US Consumer Tracker includes our four-weekly check on consumers’ reactions to inflation as well as our regular weekly metrics. Read More
Deep Dive | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others. Read More
Deep Dive | March 7, 2023 Premium US Consumer Tracker: Consumers May Slowly Be Getting Out and About MoreAmid inflation, consumers are planning strong spending this Easter. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
