Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur 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 December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Insight Report | December 11, 2024 Premium US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty OutperformanceDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on sustainability, store closures, private-label offerings, expansive business models and more. Read More
Insight Report | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
Insight Report | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More
Deep Dive | December 9, 2024 Premium Retail 2025: What Will Redefine US Retail?—Coresight Research PredictionsOur flagship annual report—part of our Retail 2025 series of outlook reports—details key predictions around trends that Coresight Research expects to transform US retail, covering GenAI, retail media, GLP-1 drugs and more! Read More
Store Tracker | December 6, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 49: UK Closures Down 30% Year Over YearOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Alimentation Couche-Tard and openings by Harbor Freight Tools, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Capri Holdings. Read More
Deep Dive | December 5, 2024 Premium Generational Trends in Shopper Behavior: US Consumer Survey Insights ExtraGen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? Dive into generational trends in consumer preferences and behavior in this US Consumer Survey Insights Extra report. We present survey-driven analysis of where shoppers make purchases and what they are buying, with findings broken down by age. Read More
Insight Report | December 5, 2024 Premium Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border CompetitorsAmazon has announced the launch of a new digital storefront, Amazon Haul, which offers all its products for $20 or less. We examine the target audience for Amazon Haul, its impact on the main Amazon site and its key advantages over cross-border competitors, such as Shein, Temu and TikTok Shop. Read More
Store Tracker | December 4, 2024 Premium US Store Tracker Extra, November 2024: American Freight and Big Lots Bankruptcies Push Total Closed Retail Space to 116 Million Square FeetStore closures announced by American Freight, Big Lots and others have pushed total closed retail space in the US in 2024 to 116 million square feet. Read about the latest store openings and closures as of the end of November 2024, including their square-footage impact. Read More
Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur 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 December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Deep Dive | December 3, 2024 Premium Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics. Read More
Insight Report | November 29, 2024 Premium US Black Friday 2024: Early Read—Moderate Early-Morning Footfall Bears Out the Reinvention of Black FridayToday, the Coresight Research team is undertaking its annual Black Friday store tours, visiting the stores of more than 40 different retailers across the US. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels. 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
Insight Report | November 25, 2024 Premium Holiday 2024: Four Social Commerce Strategies To Drive Engagement This SeasonWe dive into trending, retail-related social media posts we have seen during the 2024 holiday season so far, offering insights into the creative marketing strategies employed by brands and retailers. Read More
Insight Report | November 25, 2024 Premium November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday SalesThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of November 19, 2024. Read More