Insight Report | February 15, 2024 Premium January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid GrowthIn January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 15, 2024 Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Read More
Deep Dive | February 15, 2024 Premium Retail 2024: Top 10 Trends in Retail TechnologyAs part of the Coresight Research Retail 2024 series, we provide an overview of the retail-tech market and present 10 key technologies that we expect to be influential in retail in 2024. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Company Profile | February 13, 2024 Premium Prada S.p.A (SEHK: 1913) Company ProfilePrada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries. Read More
Deep Dive | February 13, 2024 Premium Consumers Report Strong Financial Health: US Consumer Survey InsightsWe assess the latest developments in consumers’ financial health in the wake of holiday spending. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Market Outlook | February 12, 2024 Premium Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and BeyondIn this Market Navigator, Coresight Research explores drugstore and pharmacy retailers operating in the US. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | February 12, 2024 Premium Introducing “Fast Luxury” and Its Implications for the Retail MarketThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Read More
Analyst Corner | February 11, 2024 Register for Free Access Analyst Corner: The Rise of Grocery Discounters with Sujeet NaikThis week’s Analyst Corner discusses the growing popularity of deep-discount grocers in the US. Sujeet Naik, Analyst at Coresight Research, offers his thoughts on this phenomenon and its implications for the grocery landscape. Read More
Store Tracker | February 9, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across BannersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from H&M, Nordstrom, The RoomPlace, Tractor Supply Company and Walgreens Boots Alliance, among others. Read More
Insight Report | February 8, 2024 Premium Generative AI Latest: GenAI Chatbots and Apps Are Ready for Prime TimeContinuing our Generative AI Latest series, we present recent announcements in the GenAI space globally—including new applications and infrastructure, and the rise of GenAI chatbots. Read More
Store Tracker | February 8, 2024 Premium US Store Tracker Extra, January 2024: CVS Drives Closures, Shuttering 4+ Million Square Feet of Retail SpaceThe US will see more than 7 million square feet of retail space close in 2024. We detail retailers’ store closure and opening announcements from January 2024, including their square-footage impact. Read More
Deep Dive | February 7, 2024 Premium Consumers Dine Out at Record-High Rates: US Consumer Survey InsightsWhat are consumers doing and what are they buying? We discuss the shift to services in our latest update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 7, 2024 Premium Seasonal Shopping, 1Q24—Expectations for Valentine’s Day, Easter and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the first quarter of this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day, Presidents’ Day and Easter. We also provide a very early look ahead to the 2024 holiday season. Read More
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
