Insight Report | November 14, 2023 Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market Read More
Deep Dive | November 14, 2023 Premium Dollar Stores Thrive Amid Economic Concerns: US Consumer Survey Insights 2023, Week 46We assess consumer behavior amid macroeconomic concerns as holiday shopping begins. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | November 13, 2023 Premium Livestreams Yet To See a Singles’ Day Surge: China Consumer Survey InsightsWe assess Chinese consumer behavior amid early Singles’ Day discounts. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Analyst Corner | November 12, 2023 Register for Free Access Weinswig’s Weekly: Five Foundations for the 2023 Festive SeasonThe holiday shopping season is now in full swing! Deborah Weinswig, CEO and Founder of Coresight Research, discusses five festive foundations, from livestreaming to generative AI to wellness and more! Read More
Store Tracker | November 10, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 45: Amazon Completes Its Brick-and-Mortar Retreat to GroceryOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon and Marks & Spencer, among others. Read More
Insight Report | November 10, 2023 Premium Generative AI Latest: Strong Potential for Language and Code Translation; Global Telco AI Alliance Fosters AI CollaborationContinuing our Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—including its game-changing potential for code and language translation, and the first development from the Global Telco AI Alliance. Read More
Insight Report | November 9, 2023 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2024: CalendarThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the China market. Read More
Insight Report | November 9, 2023 Premium Key Festivals and Holidays for Promotional Campaigns in India in 2024: CalendarThe retail calendar in India sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2024 calendar to plan your marketing and sales strategies for the India market. Read More
Deep Dive | November 8, 2023 Premium Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future GrowthIn this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Read More
Deep Dive | November 7, 2023 Premium Discount Decades—US Apparel and Footwear Discounters: Set For Market Share GainsAs part of our new, forward-looking Discount Decades series, we discuss the future of key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success, and assess their potential for future growth. Read More
Deep Dive | November 7, 2023 Premium Signs of a Holiday Spending Ramp-Up Emerge: US Consumer Survey Insights 2023, Week 45We assess signs of the start of holiday shopping as consumer confidence strengthens. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Deep Dive | November 6, 2023 Premium Consumer Sentiment Falters: China Consumer Survey InsightsWe assess Chinese consumer sentiment amid rising tang ping. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Analyst Corner | November 5, 2023 Register for Free Access Weinswig’s Weekly: The Festivalization of Retail: Shop Sooner, Celebrate BiggerAs consumers start to observe and prepare for all holidays earlier each year, we believe that sales of candy, home décor, pet products, apparel and more will grow exponentially. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the festivalization of retail and the pulling forward of holiday spending each year. Read More
Deep Dive | November 3, 2023 Premium October 2023 US Housing Market Indicators: Elevated Mortgage Rates Push Housing Sentiment Even LowerWe present insights into the US housing market as of the end of October 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the significant decline in new residential construction starts. Read More