Deep Dive | October 25, 2021 Premium US Consumer Tracker: Rising Household Product Purchases as Consumers Prepare for HalloweenRising household product purchases indicate that US consumers are stocking up on essentials ahead of Halloween, Thanksgiving and holiday celebrations. Our latest US Consumer Tracker provides a detailed update on consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | October 19, 2021 Premium US Consumer Tracker: Inflation and Shortage Concerns Ahead of HolidayUS consumers are becoming more worried about rising inflation and product shortages as the holiday season begins. Our latest US Consumer Tracker provides a monthly temperature check of shoppers’ holiday expectations as well as a detailed update on consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | October 11, 2021 Premium US Consumer Tracker: In-Store Uptick for Apparel and BeautyRising in-store purchases offer new hope for brick-and-mortar retailers ahead of Holiday 2021. Our latest US Consumer Tracker analyzes shoppers’ in-store spending and provides a detailed update on US consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | September 30, 2021 Premium US Consumer Tracker Extra, September 2021: Who Shops Where? Focusing on Shopper DemographicsWe provide proprietary consumer profiles for major US retailers in food and nonfood retail, based on exclusive Coresight Research data. Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. Read More
Deep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong ResultsWe 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 second quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Deep Dive | September 28, 2021 Premium US Consumer Tracker: How Consumers Intend To Celebrate and Spend for HalloweenAs Covid-19 cases continue to rise, US consumers are still planning to spend and celebrate for Halloween 2021. Our latest US Consumer Tracker analyzes shoppers’ plans for Halloween 2021 and provides a detailed update on US consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | September 8, 2021 Premium What Happened to eBay? Charting the Marketplace’s Position in US RetailWe quantify eBay’s relative decline in US retail and investigate why the company has seemingly lost out to its competitors. We discuss eBay’s GMV trends over the past five years, its share of nonfood shoppers and its positioning in the resale market. Read More
Insight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Market Outlook | July 7, 2021 Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Insight Report | February 10, 2021 Premium US Resale Market Set To Boom in 2021, as Consumers Increasingly Embrace Secondhand ProductsThe US resale market, from apparel to furniture and toys, is set to boom in 2021. We provide an overview of the US resale market, with a focus on fashion resale. We discuss six resale models that represent the majority of resale businesses today, as well as major players and opportunities and challenges in the US market. Read More
Insight Report | February 8, 2021 Premium Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry. Read More
