Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Deep Dive | November 19, 2024 Databank Members Holiday 2024—Apparel Demand Strengthens as the Holiday Peak Draws Closer: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the 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. Read More
Deep Dive | November 18, 2024 Premium Holiday 2024: Hottest Toys—Creativity-Boosting Toys and Promotions To Rule the SeasonWe discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Target and Walmart, among others. We also discuss these retailers’ initiatives to drive toy sales and present key trends that we expect to influence toy gifting this holiday season. Read More
Insight Report | November 15, 2024 Premium October 2024 US Retail Sales: Nonstore Retailers Lead as Growth AcceleratesIn October 2024, US retail sales (excluding gasoline and automobile sales) grew by over 5% year over year, accelerating from the growth seen in August and September. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | November 14, 2024 Premium Retail Shrink and ORC: US Retailers Continue To Backtrack on Self-Checkout, Shoplifting Soars to Record Levels in England and WalesWe present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. Plus, dive into recent commentary on shrink from selected retailers. Read More
Insight Report | November 14, 2024 Premium Retail Around the World: Singles’ Day 2024—Coresight Research ObservationsCoresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2024. Read More
Insight Report | November 13, 2024 Premium Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside EarningsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 10, 2024, including Amazon, Coty, Ralph Lauren, Qurate Retail and Wayfair, among others. Read More
Deep Dive | November 12, 2024 Databank Members Holiday 2024—Food Finds Favor for Festive Spending: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the fourth quarter. Are consumers getting into the festive spirit? Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment to help retailers get ahead this holiday season. Read More
Market Navigators/Market Outlook | November 12, 2024 Premium Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing LandscapeIn this Market Navigator, Coresight Research explores the US retail and e-commerce market. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. Read More
Store Tracker | November 7, 2024 Databank Members US Store Tracker Extra, October 2024: Drugstore Chains Drive Total Closed Space to 99 Million Square FeetStore closures announced by CVS Health, Ulta Beauty, Walgreens Boots Alliance and others will drive total closed retail space in 2024 to nearly 99 million square feet in the US. Read about the latest store openings and closures as of the end of October 2024, including their square-footage impact. Read More
Store Tracker | November 6, 2024 Databank Members Canada Store Openings and Closures Tracker 2024: Closures Outpace OpeningsThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Alimentation Couch-Tard, Loblaw Companies, Sobey’s and more. Read More
Deep Dive | November 5, 2024 Databank Members Holiday 2024—Deck the Halls! Holiday Shopping Accelerates, with Décor Top of the List: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Market Navigators/Market Outlook | November 4, 2024 Premium Research Preview: Market Navigator—US Retail and E-CommerceWe offer an early look at our forthcoming Market Navigator on the US retail and e-commerce market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Deep Dive | November 1, 2024 Premium Health Check: Quantifying the Physical and Mental Health of the US ConsumerWe examine the state of the health of US consumers, focusing on the most common health issues impacting adults in the country, such as chronic and mental health conditions, as well as challenges stemming from an aging population (among other market factors). Read More
Store Tracker | November 1, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 44: US Store Closures Climb 60% Year Over Year to Highest Level Since 2020Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the huge rise in US store closures and detail recent announcements from major retailers including Amazon and Skechers USA. Non-store-closure news includes the appointment of a new CEO at Ross Stores. Read More