Deep Dive | January 18, 2022 Premium US Consumer Tracker: Omicron Avoidance Appears To PeakConsumer avoidance of public places appears to be reaching its peak, although Covid-19 case numbers remain high amid the Omicron wave. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | January 3, 2022 Premium US Consumer Tracker: Omicron Drives Further Consumer AvoidanceAs the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Deep Dive | December 20, 2021 Premium US Consumer Tracker: Consumer Caution over Omicron Variant EasesAs we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | December 14, 2021 Premium US Consumer Tracker: In-Store Shopping Bounces in the Holiday HomestretchAs we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | December 8, 2021 Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin. Read More
Deep Dive | December 7, 2021 Premium US Consumer Tracker: Omicron Variant Drives Heightened Consumer ConcernUS consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | November 30, 2021 Premium US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | November 29, 2021 Premium US Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-UpWe examine avoidance of public places by demographic and which retailers are seeing gains as holiday shopping begins, based on exclusive Coresight Research data. Read our US Consumer Tracker Extra for a deeper dive into key trends revealed by our weekly survey data. Read More
Deep Dive | November 23, 2021 Premium US Consumer Tracker: Supply Chain Crisis Worries Holiday ShoppersUS consumers are worried about product availability and inflation, contributing to an earlier than usual start to holiday shopping this year. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Company Profile | November 16, 2021 Premium eBay (NASDAQ: EBAY) Company ProfileeBay is a US-based e-commerce retailer of accessories and apparel, automotive, and consumer electronics. It operates in Australia, Germany, the UK, the US and 176 other countries. Read More
Deep Dive | November 16, 2021 Premium US Consumer Tracker: Two-Thirds of Consumers Fear a Winter Covid-19 WaveUS consumers are expecting a winter Covid-19 wave, and changing their behavior in response. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | November 8, 2021 Premium US Consumer Tracker: Return to Services Amid Downward Trend in Avoidance of Public PlacesUS consumers are returning to services amid a downward trend in overall avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 2, 2021 Premium Earnings Insights 3Q21, Week 1: Levi’s and VF Corp See Substantial Recovery; Online Momentum Falters at Amazon and eBayOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended October 31, 2021, including apparel brand owners Levi’s and VF Corporation and e-commerce players Amazon and eBay. Read More
Deep Dive | November 1, 2021 Premium US Consumer Tracker: Avoidance of Public Places At Lowest Point Since Early AugustUS consumers’ avoidance of public places has reached its lowest level in nearly three months—amid slowing Covid-19 infection levels and high vaccination rates. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
