Deep Dive | July 11, 2023 Premium Surprisingly Muted Fourth of July Build-Up: US Consumer Tracker 2023, Week 28We assess how US consumers spent and prepared ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 6, 2023 Premium US Back to School 2023: Channels and Retailers—Who Is Set To Capture Share?Continuing our coverage of the US back-to-school (BTS) retail season, we discuss the channels and retailers that consumers look set to shop this year, analyzing findings from a proprietary survey of US consumers. Read More
Deep Dive | July 4, 2023 Premium In-Store Shopping Thrives: US Consumer Tracker 2023, Week 27We assess how US consumer behavior is shifting ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, as well as our four-weekly check on consumers’ perceptions of and reactions to inflation. Read More
Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Premium Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Deep Dive | June 27, 2023 Premium Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. 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
Deep Dive | June 20, 2023 Premium Financial Health Update and Consumers’ Increase in Activity: US Consumer Tracker 2023, Week 25We explore the financial health of US consumers, as well as their shopping behavior as the summer kicks off. Our weekly US Consumer Tracker analyzes proprietary consumer survey data. Read More
Deep Dive | June 13, 2023 Premium Target’s Gains, Consumer Activities and Mapping Amazon Shoppers: US Consumer Tracker 2023, Week 24We analyze Amazon’s food and nonfood retail penetration by state, while consumers get more active and Target makes further gains. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Store Tracker | June 9, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 23: US Closures Up 61%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Dollar General and Poundland, among others. Read More
Insight Report | June 6, 2023 Premium Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom 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 first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below. Read More
Deep Dive | June 6, 2023 Premium Consumers Pursue Conflicting Anti-Inflation Strategies: US Consumer Tracker 2023, Week 23We analyze consumers’ perceptions of and reactions to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Insight Report | May 31, 2023 Premium BEST at Retail: Brand Building—Storytelling Drives In-Person Store VisitsIn the first report of our new BEST at Retail series, we explore the actions that companies can take to build stronger brands—under the first component of our BEST framework for retail excellence. We also examine how three iconic brands maximize brand building in their stores, offering insights from recent in-store visits. Read More
Deep Dive | May 30, 2023 Premium More Active Consumers Proliferate Ahead of Memorial Day: US Consumer Tracker 2023, Week 22Shoppers are engaging in more activities ahead of the Memorial Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | May 23, 2023 Premium US Consumer Tracker: Declines in Avoidance and Shopping ProliferateOur weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. This week, we also include our monthly questions on consumers’ financial security. Read More
