Insight Report | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See 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 November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. Read More
Insight Report | November 27, 2023 Premium Holiday 2023: Black Friday Insights from Store Visits in the US and the UKWhat happened on Black Friday 2023? The Coresight Research team conducted our annual tour of stores to offer insights on the shopping event in the US and the UK, covering the depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
Insight Report | November 27, 2023 Premium Five Ways AI Is Being Used in Luxury RetailHow is AI (artificial intelligence) transforming retail? Launching a five-part report series, we present five key applications of AI in the luxury sector, covering generative AI art, customer service applications, anti-counterfeiting measures and more. Read More
Deep Dive | November 27, 2023 Premium Singles’ Day Participation Analysis: China Consumer Survey InsightsWe assess consumer behavior, purchasing and preferences during the Singles’ Day shopping festival. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | November 27, 2023 Premium Generative AI Latest: OpenAI and Microsoft Accelerate Innovation—Technology Conference HighlightsContinuing our Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—including the latest announcements from OpenAI and Microsoft at their recent technology conferences. Read More
Analyst Corner | November 26, 2023 Register for Free Access Weinswig’s Weekly: Let Me Be Brief—The Implications of Declining Attention SpansAttention spans are declining; the TikTok effect is emerging. This week’s note, “From the Desk of Deborah Weinswig” (CEO and Founder of Coresight Research), discusses how Coresight Research is evolving our research offering in response and addressing the implications for clients in retail. Read More
Insight Report | November 24, 2023 Premium US Black Friday 2023: Early Read—Store Traffic Exceeds Expectations Despite Lack of DoorbustersBlack Friday has arrived! We offer an early read on the shopping event, based on store tours conducted by the Coresight Research team in the US. Read More
Insight Report | November 24, 2023 Premium Singles’ Day 2023 Performance: Positive Reports from Major E-Commerce PlatformsThe world’s largest online shopping festival, Singles’ Day, reached its climax on November 11, 2023. We present key Singles’ Day performance highlights from major e-commerce platforms in China, including Alibaba and JD.com. Read More
Store Tracker | November 24, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 47: US Store Closures Jump by Three-QuartersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sally Beauty and Asda, among others. Read More
Insight Report | November 22, 2023 Premium The 4-5-4 US Retail Calendar, 2024–25The 4-5-4 US retail calendar is a guide to the fiscal year ending February 1, 2025. We note major holidays and calendar events within each week across the year and comparing when these fall to the prior year. Read More
Insight Report | November 22, 2023 Premium Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black FridayWhat’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See 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 November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Deep Dive | November 21, 2023 Premium Consumers Optimistic About the Economy But Inflation Concerns Persist: US Consumer Survey Insights 2023, Week 47We assess consumers’ perceptions of inflation and its likely impacts on holiday retails. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | November 21, 2023 Premium October 2023 UK Retail Sales: Growth Slides Again Amid High Borrowing Costs and Unfavorable WeatherIn October 2023, UK retail sales (excluding automotive fuel) grew nearly 4% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Market Outlook | November 21, 2023 Premium Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic LandscapeWe present our definitive guide on the US consumer packaged goods (CPG) market. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
