Deep Dive | January 23, 2025 Premium Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingCoresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025. Read More
Deep Dive | January 21, 2025 Premium Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsWhere are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Analyst Corner | January 19, 2025 Register for Free Access Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses new data on the impacts of GLP-1 weight-loss medications on consumers’ grocery spending. Read More
Deep Dive | January 14, 2025 Premium Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering our latest data on mass merchandisers and warehouse clubs specifically. Find out which retailers in the sector are most popular and what sector shoppers are purchasing. Read More
Analyst Corner | January 12, 2025 Register for Free Access Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikFrom quick commerce to generative AI (artificial intelligence), discover key retail trends for the India market 2025. In this week’s Analyst Corner, Sujeet Naik, Analyst, presents three predictions, drawing on insights from our flagship annual report. Read More
Deep Dive | January 8, 2025 Premium High Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering economic expectations over the next 12 months as well as recent holiday shopping data. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Analyst Corner | January 5, 2025 Register for Free Access Analyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonFrom AI (artificial intelligence) to associate enablement, discover the tech themes we will track at CES and NRF this year. In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, offers insights on what to expect from these major industry trade shows. Read More
Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Deep Dive | December 24, 2024 Premium Holiday 2024—Christmas Countdown: Amazon and Walmart Dominate Shoppers’ Holiday Picks: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Analyst Corner | December 22, 2024 Register for Free Access Analyst Corner: Three Key Predictions for US Retail in 2025, with Anand KumarFrom retail media to the Ozempic economy, discover the impacts of key trends in US retail 2025. In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three predictions, drawing on insights from our flagship annual report. Read More
Deep Dive | December 17, 2024 Premium Holiday 2024—Festive Shoppers Increasingly Focus on Fashion and Food: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Market Outlook | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More