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
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
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
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
Analyst CornerWeinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023 John Mercer, Head of Global Research and Managing Director of Retail 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. This document was generated for
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
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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 15, 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 Companies mentioned in this research report include: VF Corporation, Dollar General, Frasers Group Other relevant research: Weekly US and UK Store Openings and Closure Tracker 2023, Week 49: Over 300 Rite Aid Closures Year to Date 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
Insight ReportNovember 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth Accelerate Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 14, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in November 2023, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), November 2022–November 2023 Year-over-year changes in retail sales by sector, October and November 2023 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. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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
Event PresentationHealthcare—2024 Shopper Outlook: Insights Presented at the Drug Store News Industry Issues Summit 2023 Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 14, 2023 Reasons to ReadDrug Store News held its 25th annual Industry Issues Summit in New York City on December 13, 2023, where industry leaders weighed in on myriad challenges and opportunities. Read our presentation to discover what lies ahead for retail in 2024, explore the forces reshaping the healthcare landscape, and dive into five consumer-driven trends and their implications for retail in our shopper outlook. Key topics covered in this presentation include the Ozempic economy, inflation, precision medicine and personalization, malls as wellness hubs, and more. Other relevant research: What the Ozempic Economy Means for US Retail More research on drugstore retailing and health and wellness The Coresight Research US Consumer Survey Databank 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
Insight ReportRetail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and Australia Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 14, 2023 Reasons to ReadRetail shrink through theft continues to be a persistent and intensifying headwind for retailers globally. Retailers have increasingly been impacted by a wave of shoplifting and organized retail crime (ORC) that has put a dent in their margins and has become a growing focus for the sector. We present developments in retail shrink and ORC in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Data in this research report include: The scale of retail shrink losses in the US, 2022 US-based small retail businesses’ perspectives on retail theft Theft skrinkage rate and value in the UK, 2023 Companies mentioned in this report include: Ahold Delhaize, Coles Group, Dick’s Sporting Goods, Dollar Tree, Five Below, Foot Locker, Kroger, Loblaws, Ulta Beauty Other relevant research: Read the first report in the Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More, a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment, a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention Watch our Insights Video for more insights from our analysts on loss prevention. 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
Deep DiveMass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50 Aditya Kaushik, Analyst December 14, 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 4, 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 Avoidance of public places, by type of public place Consumers’ expectations for the economy overall and for their own personal financial situation 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
Deep Dive3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 14, 2023 Reasons to ReadWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Alibaba, Amazon, Albertsons Companies, Bath & Body Works, Best Buy, Clorox Company, Coty, Dollar General, Dollar Tree, The Home Depot, Kroger, Lowe’s, Macy’s, Nordstrom, Target, Walmart Other relevant research: Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales Decline Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates The Coresight 100 list 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
Market Navigators/Market OutlookUS and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum Anand Kumar, Associate Director of ResearchEcho Gong, Senior Analyst December 13, 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 and China e-commerce. Data in this research report include: US and China—online sales and year-over-year growth, 2020–2024E Companies mentioned in this report include: Amazon, Alibaba, eBay, JD.com, Shein, Temu, Walmart Other relevant research: Look out for more reports in our Retail 2024 series, including on global luxury retailing. Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape US Subscription E-Commerce: Flexibility and Personalization Can Help Companies Navigate Challenges Amid a Softened Market Singles’ Day 2023 Performance: Positive Reports from Major E-Commerce Platforms All Coresight Research coverage of e-commerce, plus more reports focused on the US and China 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
Event CoverageThe AI Summit New York 2023: Reaping Benefits, Building Trust and Pushing the Boundaries John Harmon, CFA, Managing Director of Technology Research December 13, 2023 Reasons to ReadThe Coresight Research team attended and presented at the AI Summit New York during December 6–7 at the Javits Center. We present key insights on artificial intelligence (AI) from the conference, with AI governance emerging as a hot topic. Companies mentioned in this report include: IBM, Rev, Revea, Workday 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 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
