November 1, 2023 Insight Report Premium Discount Decades—Introduction: Charting the Expansion of US Value RetailingIn this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.
October 31, 2023 Deep Dive Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.
October 31, 2023 Store Tracker Databank Members US Store Tracker Extra, October 2023: Retailers To Open 86 Million Square Feet of Retail Space This YearThe US will see 86 million square feet of retail space open in 2023. We detail retailers’ store closure and opening announcements from October 2023, including their square-footage impact.
October 26, 2023 Deep Dive Premium US Subscription E-Commerce: Flexibility and Personalization Can Help Companies Navigate Challenges Amid a Softened MarketThe subscription-box market witnessed a swift upsurge in the few years before 2023; however, it currently faces a complex array of obstacles. We analyze the US subscription e-commerce market for physical goods, covering the market size and segmentation, as well as proprietary consumer survey data.
October 25, 2023 Insight Report Premium Holiday 2023: Social Media Strategies—Shoppable Posts and Creator-Generated Content Can Drive ConversionWe explore the dynamic landscape of holiday marketing on social media, delving into key strategies and insights for brands and retailers to achieve success during the holiday 2023 season.
October 24, 2023 Insight Report Premium Flipkart Big Billion Days 2023: Wrap-Up—Value, Technology and Convenience Take the LeadIndia-based online marketplace Flipkart hosted the 10th iteration of its annual flagship shopping event, Big Billion Days (BBD), on October 8–15, 2023. We present key trends and insights from BBD 2023 based on our observations and key insights released by Flipkart via a company statement on October 15, 2023.
October 20, 2023 Insight Report Premium Rite Aid Bankruptcy: What Does It Mean for Rivals?Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors.
October 20, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 42: US Store Openings Surpass 5,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven and Aldi, among others.
October 18, 2023 Insight Report Premium Generative AI Latest: The Rise of RAG, Updates from Amazon, Meta and OracleContinuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the rise of RAG (Retrieval-Augmented Generation) and updates from technology giants Amazon, Meta and Oracle.
October 12, 2023 Insight Report Premium Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping FestivalSingles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival.
October 10, 2023 Research Digest Premium Insights Video: Key Themes from Groceryshop 2023In this Insights Video, we present highlights from our coverage of Groceryshop 2023, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023.
October 4, 2023 Store Tracker Databank Members US Store Tracker Extra, September 2023: Retailers To Close 73 Million Square Feet of Retail Space in 2023The US will see 73 million square feet of retail space close in 2023. We detail retailers’ store closure and opening announcements from September 2023, including their square-footage impact.
September 25, 2023 Insight Report 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.
September 21, 2023 Deep Dive 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.
September 14, 2023 Event Presentation Premium US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market NavigatorIn this presentation, we offer key highlights from our Market Navigator on the US retail and e-commerce market, covering growth drivers, the competitive landscape, key themes and more.
