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
Store Tracker | March 10, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 10: US Openings Cross 3,500Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Abercrombie & Fitch, Big Lots, Burlington Stores, Dollar Tree, Macy’s, Nordstrom and Sprouts Farmers Market, among others. 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
Deep Dive | March 3, 2023 Premium US Consumer Tracker Extra: The Impact of Debt and Financial Security on Shopping HabitsWe assess how factors beyond mere income, such as debt and financial security, influence US consumer behavior. Our monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. Read More
Deep Dive | February 21, 2023 Premium US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallMost consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 14, 2023 Premium US Consumer Tracker: Inflation Awareness Reaches Record HighConsumer awareness of inflation has reached a record high. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 7, 2023 Premium US Consumer Tracker: Modest Valentine’s Day Spending LikelyHow do consumers plan to spend for Valentine’s Day? Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | January 31, 2023 Premium US Consumer Tracker: Amazon Records January SlowdownShifts in Amazon’s share of nonfood shoppers see the online giant struggle to compete with Walmart. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | January 24, 2023 Premium US Consumer Tracker: Consumers Settle in to Winter HabitsWe assess how US consumers are responding to macroeconomic pressures. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Store Tracker | January 20, 2023 Premium Store Tracker Extra: US and UK Store Openings and Closures 2022 Review and 2023 OutlookWe review store closures and openings in the US and the UK for calendar 2022. We break down the counts by sector, analyzing which retailers significantly contributed to the total opening and closure counts for the year. We also present our projections for US and UK store closures and openings in 2023. Read More
Insight Report | January 9, 2023 Premium Dollar Stores: Flexing Muscle in US GroceryWe examine the dollar stores’ market scale in US grocery, food shopper penetration (using proprietary survey data), store visitation trends and store expansion strategies. Read More