Store Tracker | September 29, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 39: UK Closures Up 39%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Target and Next, among others. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Insight Report | September 26, 2023 Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn August 2023, UK retail sales (excluding automotive fuel) grew 6% 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
Deep Dive | September 25, 2023 Premium Essentials In-Store, Discretionary Online: China Consumer Survey InsightsWe assess Chinese consumers’ bifurcating shopping behavior. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | September 25, 2023 Premium Generative AI Latest: The EU Digital Services Act, Conversational AI and VMware Explore 2023Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the EU’s new Digital Services Act, the ways conversational AI is reshaping retail customer service, and new solutions announced at VMware Explore 2023. Read More
Analyst Corner | September 24, 2023 Register for Free Access Weinswig’s Weekly: Hearing from Kroger and Ahold Delhaize at GroceryshopThis week’s note, “From the Desk of Deborah Weinswig,” discusses highlights from Groceryshop 2023, including what we heard from the CEOs of Kroger and Ahold Delhaize USA. Read More
Store Tracker | September 22, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 38: US Store Closures Up Three-Quarters vs. Last YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Hobby Lobby and Decathlon, among others. Read More
Insight Report | September 21, 2023 Free Report Groceryshop 2023 Day Three: Opportunities in Grocery in 2023 and BeyondWe present insights from the third and final day of Groceryshop 2023, an annual event which helps businesses navigate the evolving grocery landscape by exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 21, 2023 Free Report Groceryshop 2023 Day Two: Technology and Partnerships in the Grocery SpaceWe present insights from the second day of Groceryshop 2023, an annual event which helps businesses navigate the evolving grocery landscape by exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
