Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 13, 2023 Premium US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Insight Report | October 12, 2023 Premium Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping FestivalSingles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second 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
Insight Report | August 22, 2023 Premium Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target 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 second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart. Read More
Event Presentation | August 12, 2023 Premium Generative AI in Retail and Healthcare: Insights Presented at NACDS TSE 2023On August 12, 2023, Coresight Research presented at NACDS Total Store Expo 2023 on the topic of generative AI (artificial intelligence) in retail and healthcare. In this presentation, we discuss use cases of the technology across our CORE framework. Read More
Insight Report | July 4, 2023 Premium Retail Around the World: Coresight Research Observations, 2Q23Coresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. 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
Insight Report | June 14, 2023 Premium Five Things To Know About Generative AI in ChinaChina is racing against the US to become a prominent global leader in AI (artificial intelligence). We present five things brands and retailers should know about the China’s generative AI market, covering the latest technology developments, details of major chatbots and the business benefits and risks of generative AI. Read More
Insight Report | May 23, 2023 Premium ChatGPT and Generative AI: Five Things Retailers Should Know—UpdateGenerative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI. Read More
Infographic | May 23, 2023 Premium The Retail Buzz Around Generative AI—Infographic: Examples and Applications in RetailGenerative AI (artificial intelligence) is creating quite the retail buzz; it has the potential to transform the retail industry. We present highlights on generative AI in this infographic, including examples and applications in retail. Read More
Insight Report | May 16, 2023 Premium Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate 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 14, 2023, which include Coty, JD.com, Tapestry and more. Read More
Insight Report | April 5, 2023 Premium ChatGPT and Generative AI: Five Things Retailers Should KnowGenerative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI. 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
