Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of President-elect Trump’s potential tariffs on both US retailers and consumers. Read More
Deep Dive | December 3, 2024 Free Report Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight CustomersDrive real business gains by equipping retail associates with dedicated mobile devices. Understand this opportunity and dive into the key challenges and benefits of filling “unserved hands” in retail with our free research report, produced in partnership with Zebra Technologies. Read More
Insight Report | November 27, 2024 Premium Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others. Read More
Market Outlook | November 12, 2024 Premium Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing LandscapeIn this Market Navigator, Coresight Research explores the US retail and e-commerce market. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. Read More
Market Outlook | November 4, 2024 Premium Research Preview: Market Navigator—US Retail and E-CommerceWe offer an early look at our forthcoming Market Navigator on the US retail and e-commerce market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Event Coverage | October 30, 2024 Register for Free Access Shoptalk Fall 2024 Wrap-Up: Unified Commerce, Customer Loyalty and AI Are “Mission Possible”Coresight Research was a research partner of Shoptalk Fall 2024, which took place during October 16–18 in Chicago, Illinois. We present our top takeaways from the conference, across vital retail themes, artificial intelligence (AI), product assortments, loyalty programs and unified commerce experiences, among others. Read More
Deep Dive | October 18, 2024 Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | September 24, 2024 Premium Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsWhere and what are home and home-improvement shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on home and home-improvement retail. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Deep Dive | July 16, 2024 Premium Responses to Inflation—Fewer Shoppers Are Buying Less: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More
Deep Dive | June 26, 2024 Premium Home and Home-Improvement Shopping in Focus—Sam’s Club Gains in Latest Quarter: US Consumer Survey InsightsWhere and what are home-furnishing and home-improvement shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the home and home-improvement retail sectors. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
