Retailers

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Market Navigators/Market Outlook | January 3, 2025 Premium

Retail 2025: China Retail Predictions

Our annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market.

Event Coverage | January 3, 2025 Premium

A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail

What should you expect from NRF 2025: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from GenAI to digital product passports and more.

Market Navigators/Market Outlook | January 2, 2025 Premium

Retail 2025 Sector Outlooks: Ebook

Discover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery.

Insight Report | December 30, 2024 Premium

Lowe’s 2024 Investor Conference: Building Growth with a Focus on Pro and Loyalty

Home-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets.

Deep Dive | December 24, 2024 Databank Members

Holiday 2024—Christmas Countdown: Amazon and Walmart Dominate Shoppers’ Holiday Picks: US Consumer Survey Insights

We analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Event Coverage | December 24, 2024 Premium

A Guide to What Retailers Should See and Do at CES 2025

Plan your time at CES 2025 with our guide to the event. Discover highlights from the CES agenda, covering sessions, keynotes and featured companies.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Insight Report | December 24, 2024 Premium

December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of December 20, 2024.

Market Navigators/Market Outlook | December 23, 2024 Premium

Retail 2025: UK Retail Predictions

Which trends will shape UK retail in 2025 and beyond? Our 2025 outlook presents six key predictions for the UK market, covering GenAI to unified commerce and more.

Market Navigators/Market Outlook | December 23, 2024 Premium

Retail 2025: India Retail Predictions

We present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce.

Analyst Corner | December 22, 2024

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Analyst Corner: Three Key Predictions for US Retail in 2025, with Anand Kumar

From retail media to the Ozempic economy, discover the impacts of key trends in US retail 2025. In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three predictions, drawing on insights from our flagship annual report.

Market Navigators/Market Outlook | December 20, 2024 Premium

US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover directional market insights and themes to watch in online retailing in China and the US in 2025. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics.

Insight Report | December 19, 2024 Premium

Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty

We present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.

Insight Report | December 19, 2024 Premium

Holiday 2024: US Holiday Retail Homestretch—Retail Resilience; Temu in Top 10; Positive Traffic Trends

We review what we have learned so far on retail demand in the US this holiday season, drawing on proprietary survey data, company reports, shopper traffic data and sector-level retail sales figures.

Insight Report | December 18, 2024 Premium

November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday Demand

In November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.