Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Premium Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Event Coverage | June 28, 2023 Premium Home Depot Investor and Analyst Conference 2023: Three Key Growth OpportunitiesThe Coresight Research team attended Home Depot’s Investor and Analyst Conference, held on June 13, 2023. We present insights on the company’s three key growth opportunities for 2023 and beyond. Read More
Insight Report | June 27, 2023 Free Report The State of the American Mall: Competitive, Attractive and Here To StayThe death of the American mall: fact or myth? We dive into trends in retail traffic, occupancy rates, revenue performance and more to help you understand the state of the mall format and the factors driving its current and future growth. Read More
Deep Dive | June 27, 2023 Premium Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Event Coverage | June 27, 2023 Premium Salesforce Connections 2023: Embedding Generative AI in the Marketing Cloud and Commerce CloudWe present key insights from Salesforce’s Connections 2023 conference, covering the addition of generative AI into the company’s cloud offerings. Read More
Market Outlook | June 26, 2023 Premium Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and StrategiesWe present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Deep Dive | June 26, 2023 Premium Weak Demand Hampers 6.18 Shopping Festival: China Consumer TrackerWe assess how consumers are behaving during the first 6.18 shopping festival since the relaxation of Covid-19 restrictions in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | June 26, 2023 Premium May 2023 UK Retail Sales: Total Sales Post Strongest Growth in a YearIn May 2023, UK retail sales (excluding automotive fuel) grew 8% 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
Analyst Corner | June 25, 2023 Register for Free Access Weinswig’s Weekly: Everything You Always Wanted To Know About Grocery (But Were Afraid To Ask)This week’s note, “From the Desk of Deborah Weinswig,” discusses new Coresight Research survey analysis and data-driven research on key themes in US grocery retailing. Read More
Insight Report | June 23, 2023 Premium June 2023 Leading Indicators of US Retail Sales: Total Gains To Be in the Low Single Digits Due to Flat Disposable Income GrowthThe 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 June 19, 2023. Read More
Store Tracker | June 23, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 25: UK Store Openings Cross 1,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Lidl and Hotel Chocolat, among others. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first 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 | June 22, 2023 Premium May 2023 China Retail Sales: Growth Eases, Breaking Upward MomentumWe review the latest data for retail sales in China, showing that in May 2023, year-over-year sales grew 11%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | June 21, 2023 Premium US CPG Sales Tracker: Health & Beauty Helps Online Growth Remain in the Mid-Teens Percentage Range in April The Coresight Research and Circana 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. We present five key insights from the four weeks ended April 23, 2023. Read More
