April 5, 2023 Deep Dive Databank Members US Consumer Tracker: Conflicting Trends in Behavior, Plus an Early Look at Memorial Day PlansAs part of our weekly US Consumer Tracker, we discuss the complicated picture of US consumer behavior and sentiment, based on our proprietary survey findings. We also take an early look at consumers’ Memorial Day spending plans.
April 5, 2023 Store Tracker Databank Members US Store Tracker Extra, March 2023: Retailers To Close 31 Million Square Feet of Retail Space in 2023The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of March 31, 2023, versus the comparable period in 2022.
April 5, 2023 Deep Dive Premium E-Commerce Outlook: European Apparel and Footwear—Poised for Growth in 2023 and BeyondIn this E-Commerce Outlook, we examine the performance and future prospects of online apparel and footwear sectors in France, Germany and the UK, as well as detail the competitive landscape, retail innovators and themes we are watching in 2023 and beyond.
April 5, 2023 Insight Report Premium ChatGPT and Generative AI: Five Things Retailers Should KnowGenerative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI.
April 3, 2023 Deep Dive Premium March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly RiseWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales.
March 29, 2023 Insight Report Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 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.
March 28, 2023 Deep Dive Databank Members US Consumer Tracker: Focus on Financial Position and SecurityUS consumer avoidance may be set to stabilize after recent volatility. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.
March 23, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 12: US Closures Up by One-Quarter Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy, Dollar General, Five Below, Foot Locker, Signet Jewelers and Williams-Sonoma, among others.
March 22, 2023 Insight Report Premium China’s 2023 National People’s Congress: What Retailers Need To KnowWe analyze the retail implications of this year’s National People’s Congress, China’s annual legislative meeting, which took place March 5–13, 2023 in Beijing.
March 21, 2023 Deep Dive Databank Members US Consumer Tracker: Avoidance Rises and Activity SlidesHigh-income consumers have driven a striking one-week jump in avoidance. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.
March 20, 2023 Deep Dive Premium Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots AllianceCVS Health and Walgreens Boots Alliance are the top retailers in the US drugstore sector, offering a wide variety of medicines and other products. As part of the Coresight Research Head-to-Head series, we provide analysis of the companies’ revenues, financial performances and key strategies.
March 20, 2023 Deep Dive Premium Retail-Tech Landscape: Robotics and AutomationRobotics and automation will increasingly play an important role as retailers look to invest in technologies to deal with margin pressures amid inflationary pressure and an uncertain macroeconomic environment. We present selected startups globally whose robotics technology solutions support brands and retailers in automating processes across selected categories.
March 15, 2023 Insight Report Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment.
March 15, 2023 Deep Dive Premium February 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year AgoWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show depressed housing affordability versus a year ago.
March 14, 2023 Insight Report Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.
