Event Coverage | November 10, 2022 Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy. Read More
Deep Dive | November 9, 2022 Premium US Denim Retailing—New Styles Fuel GrowthWe analyze the US denim market, showing that growth continues with new styles as skinny is out. Our report covers the market size, drivers, competitive landscape and themes we are watching. Read More
Market Navigators/Market Outlook | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare SolutionsIn this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand. Read More
Company Profile | November 9, 2022 Premium Clorox (NYSE: CLX) Company ProfileThe Clorox Company is a US-based manufacturer of consumer products. Headquartered in Oakland, California, the company sells products in more than 20 countries, including Australia, China, the UK and the US. Read More
Event Coverage | November 9, 2022 Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term GrowthAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives. Read More
Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Deep Dive | November 8, 2022 Databank Members US Consumer Tracker: Downturn in Purchases Across the BoardPurchases were down across the board this week. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | November 7, 2022 Register for Free Access US CPG Sales Tracker: Online Grocery Sales Jump by One-QuarterThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present key insights from the four weeks ended October 2, 2022. Read More
Company Profile | November 7, 2022 Premium Levi Strauss & Co. (NYSE: LEVI) Company ProfileLevi’s is a US-based brand owner of accessories, casual and dress pants, footwear, jackets, jeans, shorts, skirts and tops. Headquartered in San Francisco, the company operates stores in the US and 110 other countries. Read More
Deep Dive | November 7, 2022 Premium Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’sWe analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities. Read More
Insight Report | November 7, 2022 Premium Countdown to Holiday 2022: US Holiday Hiring—Planned Retail Hiring SlumpsAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will characterize seasonal hiring in retail this year. Read More
Analyst Corner | November 6, 2022 Register for Free Access Weinswig’s Weekly: Shoppers Continue To Navigate the Chutes and Ladders of the US EconomyThis week, Deborah Weinswig discusses her recent presentation at Retail Innovation Club’s annual event, including how US consumers are navigating a kind of “chutes and ladders” (or snakes and ladders) economy, and our projection for US holiday retail sales. Read More
Deep Dive | November 4, 2022 Premium October 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 LevelsWe examine nine indicators to assess the health of the US housing market in our monthly report. The most recent data show that all home sales have declined. Read More
Insight Report | November 4, 2022 Premium One Week to Singles’ Day 2022: Platforms Prepare for 11.11 Shopping Festival Amid Economic UncertaintyThe 2022 iteration of the world’s largest online shopping festival, Singles’ Day, is just one week away. We discuss the major e-commerce and social media platforms participating in this year’s event. Read More