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.

Insight Report | October 30, 2024 Premium

Earnings Insights 3Q24, Week 1: Costco, P&G, Tractor Supply Company and Walgreens Among the Companies Reporting Positive Sales Growth

Our 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 October 27, 2024, including Albertsons, Procter & Gamble and Walgreens Boots Alliance, among others.

Deep Dive | October 30, 2024 Databank Members

Sustainability in Focus—Middle-Income Millennials Choose Eco-Friendly Retailers: US Consumer Survey Insights Extra

How much do US consumers care about sustainability in retail? This US Consumer Survey Insights Extra report presents our annual analysis of shoppers’ sustainability concerns. Discover the impact of sustainability on consumers’ decisions when shopping for essential and discretionary products, and dive into variations by consumer demographic.

Event Coverage | October 30, 2024

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Shoptalk Fall 2024 Wrap-Up: Unified Commerce, Customer Loyalty and AI Are “Mission Possible”

Coresight Research was a research partner of Shoptalk Fall 2024, which took place during October 16–18 in Chicago, Illinois. We present our top takeaways from the conference, across vital retail themes, artificial intelligence (AI), product assortments, loyalty programs and unified commerce experiences, among others.

Deep Dive | October 29, 2024 Databank Members

Holiday 2024—Toys Are in Demand This Week: US Consumer Survey Insights

We 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.

Insight Report | October 28, 2024 Premium

Holiday 2024: The Last Mile—Trends and Challenges as We Enter the Holiday Shopping Season

We assess the trends and challenges that we expect to affect last-mile shipping during the 2024 holiday season—defined by Coresight Research as the entire fourth quarter of the year (October–December)—as well as which retailers are likely to benefit from prior last-mile investments.

Store Tracker | October 25, 2024 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2024, Week 43: Bye Bye, buybuy Baby (Again); Welcome Back, Bed Bath & Beyond

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Bed Bath & Beyond, buybuy Baby, CVS Health and Ulta Beauty, among other major retailers.

Insight Report | October 24, 2024 Premium

US Dollar Stores Face a Slowdown—Is Temu To Blame?

Historically, dollar stores have been known to thrive during tough economic times; however, US dollar-store chains are currently experiencing sluggish growth. Is Temu a principal reason for this weakness? We analyze proprietary survey data to find out.

Deep Dive | October 23, 2024 Databank Members

Holiday 2024—Half of Holiday Shoppers Buy from Amazon: US Consumer Survey Insights

We 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.

Analyst Corner | October 20, 2024

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Analyst Corner: Has the Downfall of US Drugstores Begun?—with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model.

Deep Dive | October 18, 2024 Premium

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season

Where, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Store Tracker | October 18, 2024 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2024, Week 42: 7-Eleven and Walgreens To Close Nearly 400 Additional Stores

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven, Albertsons and Walgreens Boots Alliance, among other major retailers.

Insight Report | October 17, 2024 Premium

China’s National Day Golden Week 2024: Wrap-Up—A Comeback for Consumption?

Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole.

Insight Report | October 16, 2024 Premium

Holiday 2024: Amazon Prime Big Deal Days and Competitor Promotions—First Thoughts on Holiday Implications

Dive into data-driven insights on the impacts of promotional events on the shape of holiday demand, covering Amazon Prime Big Deal Days, Target Circle Week and Walmart Holiday Deals. We also assess what Amazon reported for its event this year.

Insight Report | October 16, 2024 Premium

Retail Shrink and ORC: Expert Roundtable Shares Strategies To Combat Retail Theft

We present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. Plus, dive into recent commentary on shrink from selected retailers.

Insight Report | October 16, 2024 Premium

Flipkart Big Billion Days 2024: Wrap-Up—Event Focuses on Value and Fast Delivery

India-based online marketplace Flipkart—majority owned by Walmart—held the 11th edition of its annual flagship shopping event, Big Billion Days, on September 27–October 6, 2024. We present key insights into BBD 2024, based on our observations and a company statement released by Flipkart.