Insight ReportNovember 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost Sales Madhav Pitaliya, Analyst December 26, 2023 Reasons to ReadUsing data from the Office for National Statistics, we analyze UK retail sales in November 2023, in total and by sector. Data in this report are: Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months Year-over-year changes in retail sales by sector, September–November 2023 Year-over-year changes in online retail sales for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresRetail 2026: 10 Trends in Retail TechnologyUS Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind
Analyst CornerWeinswig’s Weekly: A Year in Review and Future Opportunities Deborah Weinswig, CEO and Founder December 24, 2023 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” reflects on Coresight Research’s journey in 2023 and highlights key industry insights and trends. We look ahead to 2024 with excitement. Other relevant research: Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which discussed the state of US retail bankruptcies in 2023. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsConsumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey InsightsUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store Growth
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 51: Previewing Plans for 2024—Dollar General (US) and Asda (UK) To Lead Store Openings Aaron Mark Dsouza, Data Analyst December 22, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 major US store closures and openings 2023 major UK store closures and openings 2024 major US store closures and openings, with year-over-year comparison 2024 major UK store closures and openings, with year-over-year comparison Companies mentioned in this research report include: Asda, Dollar General, Michaels Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US Openings The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2023 year to date (YTD); for the UK, data span 2017 to 2023 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual ChallengesUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya
Insight ReportMacy’s $5.8 Billion Buyout Bid: A Symphony of Risk and Opportunity Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 21, 2023 Reasons to ReadTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Data in this report include: Macy’s store count, overall and by banner Macy’s 10-year new sales and year-over-year growth, 2012–2022 Proprietary consumer survey data on average age and household income of selected retailers’ customer bases Companies mentioned in this report include: Dillards, Kohl’s, Macy’s, Nordstrom Other relevant research: US Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative Models Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty All research on department store retail More Coresight Research coverage of capital markets Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores
Insight ReportGenerative AI Latest: New Funding, Infrastructure and Applications, Plus Google’s Recent Product Launches and Tech Partnerships Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 21, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across retail, infrastructure, applications and government. This report details announcements from the period December 4–17, 2023. Learn about the latest tech startup funding, new generative AI applications and infrastructure, and developments and tech partnerships from Google. Companies mentioned in this report include: DataCebo, Getty Images, Google, Kyron Learning, Leonardo.Ai, Meta, Mistral AI, Runway AI, Sarvam AI, Snapchat Other relevant research: Playbook: Six Quick Wins in Generative AI The Coresight Research CORE framework for generative AI in retail All Coresight Research coverage of generative AI in retail, including previous reports in the Generative AI Latest series Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:High Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for Administration
Insight ReportHoliday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season Aditya Kaushik, Analyst December 20, 2023 Reasons to ReadAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data. Data in this research report include: Proprietary survey data on which retailers consumers have purchased nonfood products from in October and November 2023 US retail sales data for October, November and the fourth quarter of 2023 (estimated) Store traffic data for selected sectors for November and December (to date) Companies mentioned in this research report include: Amazon, Burlington Stores, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Macy’s, Nordstrom, Target, The TJX Companies, Walmart Other relevant research: Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday Holiday 2023: Black Friday Insights from Store Visits in the US and the UK All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The CORE 3.0 Framework for Artificial Intelligence in RetailGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologySector Focus: Beauty Retailing—Data Graphic
Insight ReportRetail-Tech Landscape: Israel—December 2023 Update Steven Winnick, Vice President—Innovator Services December 20, 2023 Reasons to ReadIsrael’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. We present selected startups in Israel that provide technologies through the retail value chain, curated by Coresight Research and the Retail Innovation Club. The landscape covers the following categories: Logistics In-store technology Online shopping Business intelligence—analytics This landscape is an update from our previous publications in April 2020, June 2021 and October 2022. In this update, we feature 162 startups that offer retail solutions at every step of the retail value chain. Other relevant research: More of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?
Market Navigators/Market OutlookUS Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally Recover Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US home and home-improvement retailing. Data in this research report include: US sector sales for furniture and home furnishings, and home improvement—plus, year-over-year growth, 2020–2024E Companies mentioned in this report include: Ashley HomeStore, Floor & Decor, Home Depot, HD Supply, IKEA, Lowe’s, Spartan Surfaces, Wayfair Other relevant research: Look out for our upcoming ebook, which will bring together our analysis from the complete Retail 2024 Sector Outlook series Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST Framework Home and Home-Improvement Retail: Key Factors Influencing US Shoppers Home Depot Investor and Analyst Conference 2023: Three Key Growth Opportunities All Coresight Research coverage of home and home-improvement retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthAnalyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE, with Charlie Poon
Deep DiveConsumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51 Aditya Kaushik, Analyst December 19, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, our latest findings are from a survey conducted on December 11, 2023. Data in this research report are our latest proprietary survey findings on: Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Avoidance of public places, by type of public place Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026Weekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—Infographic
Deep DiveConsumers Pull Back from Public Places: China Consumer Survey Insights Echo Gong, Senior Analyst December 18, 2023 Reasons to ReadThe Coresight Research weekly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our survey conducted on December 4, 2023. Data in this research report are: Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes What products consumers have bought in-store and online in the last two weeks Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China E-Commerce Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:August 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsThe US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season
Insight ReportNovember 2023 China Retail Sales: Growth Continues To Strengthen Echo Gong, Senior Analyst December 18, 2023 Reasons to ReadWe analyze China’s retail sales for November 2023, in total and by sector, as well as online retail sales and penetration. Data in this research report are: Year-over-year changes in China total retail sales (ex. food service; incl. automobiles and gasoline) for the past 13 months Year-over-year changes in retail sales by sector—September, October and November, 2023 Online retail sales as a proportion of total retail sales, for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. More Coresight Research coverage of retail in China, including our China Consumer Tracker weekly survey reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpFinancial Sentiment Falls to Record Low, Driven by Sharp Declines Across Income Groups: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 22: Foot Locker Closes StoresChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending
Deep DiveConsumer Confidence During the Holiday Season—Analyzing Changes by Demographic: US Consumer Survey Insights Extra Aditya Kaushik, Analyst December 18, 2023 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we explore how consumer confidence has shifted over the holiday season so far. We also include results from our weekly survey questions through November 27, 2023, aggregated in four-week increments over the past seven months, increasing the sample size of each period and reducing the margin of error. Data in this research report are our proprietary survey data on: Consumers’ expectations for the US economy over the next 12 months, broken down by income and age group Consumers’ expectations for their own financial situation over the next 12 months, broken down by income and age group Percentage-point (PPT) changes in consumers’ expectations between early October and late November Aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with, May–November 2023 Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Insights Databank provides insight into US consumer behaviors from our weekly surveys Holiday 2023: US Retail Outlook Summary Update All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Sector Focus: Discount Stores—Data GraphicHigher-Income Consumers’ Sentiment Improves; Consumers Cutting Back More on Dining and Travel: US Consumer Survey InsightsFIFA World Cup 2026: Viewing and Social Occasions To Drive US Consumer Spending in Retail and ServicesCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency
Analyst CornerWeinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023 John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 17, 2023 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” discusses the state of US retail bankruptcies in 2023 and the contributing factors behind a year-over-year increase in bankruptcy filings. Other relevant research: US and UK Retail Bankruptcies Latest, December 2023 The Coresight Research Retail Bankruptcies Databank Weekly US and UK Store Openings and Closures Tracker Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which discussed NextGen Commerce, the recent Coresight Research AI Conference. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Financial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—InfographicDiwali’s Global Rise Is Reshaping the Retail Growth CycleAssessing Amazon’s Grocery Strategy: How Amazon Is Positioning Itself to Dominate the Future of US Food RetailFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s Next
Event PresentationThe State of AI: Revisiting 2023 and Looking Ahead to 2024 Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 15, 2023 Reasons to ReadWe discuss the state of artificial intelligence (AI) today, including generative AI (GenAI), and dive into what’s ahead for 2024. Look at developments in 2023 and the implications for retail of anticipated trends in the year ahead, from sustainability to personalization. Other relevant research: More reports on GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonWeekly US Store Openings and Closures Tracker 2026, Week 16: Walmart Announces Store Opening PlanFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus
Insight ReportHoliday 2023: Exclusive Black Friday and Cyber Monday Survey Findings Aditya Kaushik, Analyst December 15, 2023 Reasons to ReadAs part of our continuing holiday 2023 coverage, we discuss retail performance in the US on Black Friday (November 24) and Cyber Monday (November 27) with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general. Data in this research report include: Proprietary survey data on if consumers shopped on Black Friday or Cyber Monday Survey data on what categories and retailers consumers shopped on Black Friday and Cyber Monday Store traffic data for Black Friday and Cyber Monday 2023, overall and by segment and retailer Online retail sales data for Thanksgiving, Black Friday and Cyber Monday Companies mentioned in this research report include: Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Macy’s, Sam’s Club, Target, T.J. Maxx, Walmart Other relevant research: Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday Holiday 2023: Black Friday Insights from Store Visits in the US and the UK All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025Holiday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online SurgeWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500
