Reasons to Read

As part of Coresight Research’s coverage of the 2024 holiday season, we discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Kohl’s, Macy’s (in partnership with Toys”R”Us), Target and Walmart. We also discuss these retailers’ initiatives to drive toy sales and outline five key trends that we expect to influence toy gifting in the US this holiday season (October–December).

Data in this research report are:

  • Proprietary survey data on US consumers’ holiday toy shopping intentions
  • US toy industry sales, January–September 2024
  • Fourth quarter US retail sales as a percentage of annual sales, by retailer type, 2022 and 2023

Companies mentioned in this research report include: Amazon, Disney, Kohls, LEGO, Macy’s, Target, Toys“R”Us, Walmart

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Charlie Poon, Analyst, discusses GenAI (generative artificial intelligence) as a progressive opportunity. What hurdles need to be overcome to realize the technology’s true potential? Understand the path to a GenAI revolution.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent management commentary and company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent management commentary and company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent management commentary and company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent management commentary and company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in October 2024, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), October 2023–October 2024
  • Year-over-year changes in retail sales by sector, September and October 2024

Other relevant research:

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight another significant rise in US store closures and detail recent announcements from major retailers. Non-store-closure news includes the appointment of a new Chief Marketing Officer at REI.

This report presents data up to week 46 of 2024, ended November 15, 2024.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings, 2024
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: Big Lots, Frasers Group, Homebase, Office Depot, The Range

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Reasons to Read

We present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. Plus, dive into recent commentary on shrink from selected retailers in the US and the UK.

Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report covers the period mid-October to mid-November 2024.

Companies mentioned in this report include: Ahold Delhaize, Hy-Vee, Rite Aid, Sainsbury’s, Walmart

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Reasons to Read

Coresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2024.

Companies mentioned in this research report include: Alibaba, Amazon, Boohoo, Carrefour, Costco, JD.com, Walmart, Zalando

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended November 10, 2024, across six sectors: apparel and footwear, beauty, drugstores, e-commerce, home and home improvement, and luxury.

Data in this report are:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Amazon, Coty, CVS Health, Hanesbrands, Qurate Retail, Ralph Lauren, Tapestry, Under Armour, Wayfair

Other relevant research:

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Reasons to Read

The 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.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying? Track US consumers’ shopping behavior through the holiday season in this report series.

The latest data in this report are from our survey conducted on November 4, 2024.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days
  • Popular retailers and product categories among holiday shoppers
  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • 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

Companies mentioned in this research report include: Amazon, Dollar Tree/Family Dollar, Publix, Target, Walmart

Other relevant research:

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Reasons to Read

Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries.

In this Market Navigator, Coresight Research explores the US retail and e-commerce market as a whole. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. You’ll discover comprehensive survey data on consumer behavior and preferences. We also discuss critical themes in the market, aligning with our RESET framework.

Key topics covered in this report include the Ozempic economy, the future of physical stores, retail consolidation across the industry, sustainability, and the power of AI (artificial intelligence) and GenAI (generative AI).

Included with this Market Navigator

  • Grab quick access to charts, data points and conclusions in the presentation download
  • Access the data behind key charts and tables in the Excel download

Data in this research report include:

  • Total and online market sizes and year-over-year growth rates for the US retail market, 2019–2028E
  • US consumer spending on major discretionary categories, broken down by retail goods and services, 2000–2023
  • US retail sales, online and total, broken down by sector, 2019–2023
  • US revenues for leading offline and online retailers and operating margins, 2019–2023
  • Proprietary survey data on how consumers have been changing their shopping habits in response to inflation; the importance of sustainability; and where they are shopping for food and nonfood products, among other topics

Companies mentioned in this report include: Albertsons, Amazon, Burlington Stores, CVS Health, Dollar General, Dollar Tree, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Sprouts Farmers Market, Target, The Home Depot, The TJX Companies, Urban Outfitters, Walmart

Other relevant research:

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Reasons to Read

The Coresight Research monthly 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 latest weekly surveys, with the most recent undertaken on October 28, 2024. We focus on whether recent key events in China—such as economic stimulus measures by the government—have driven changes in consumers’ outlook.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

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