Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in September 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), September 2023–September 2024
  • Year-over-year changes in retail sales by sector, August and September 2024

Other relevant research:

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Reasons to Read

Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole.

Data in this research report include:

  • Total domestic spending and average spending per tourist during Golden Week, 2019–2024
  • Total domestic trips during Golden Week, 2019–2024
  • Total sales growth of key retail and catering enterprises in China during Golden Week 2024

Companies mentioned in this report include: Alibaba Group, Fliggy, Gree, Haier, Meituan, Xinhuanet

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Reasons to Read

Shoptalk Fall 2024 is under way! Taking place in Chicago, Illinois, during October 16–18, 2024, this new conference from the Shoptalk team explores the latest trends, innovations, challenges and opportunities in the retail industry.

In this report, we present key insights from the first day of Shoptalk Fall 2024, with highlights covering unified commerce, AI (artificial intelligence) strategies, retail media and more.

Coresight Research is a research partner of Shoptalk Fall 2024.

Companies mentioned in this report include: Glossier, Kohl’s, Lowe’s, Rent the Runway, Target, ThredUp

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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 September 30, 2024.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months, considering recent efforts by China to grow the economy
  • 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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Reasons to Read

Amazon Prime Big Deal Days, Target Circle Week and Walmart Holiday Deals all took place in early October 2024. Dive into data-driven insights on the impacts of these promotional events on the shape of holiday demand. We also assess what Amazon reported for its event this year.

Data in this research report include:

  • Amazon’s commentary on Prime Big Deal Days sales
  • Proprietary US consumer survey data on expected and actual participation in Amazon’s Prime Day and Big Deal Days 2024
  • Year-over-year change in US CPG e-commerce sales, September 2023–September 2024
  • Year-over-year change in US total retail sales and nonstore retailers’ sales—monthly, August 2023–August 2024; year-over-year change in US online retail sales—quarterly, 1Q23–2Q24

Companies mentioned in this report are: Amazon, Target, Walmart

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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 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

We present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. 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-September to mid-October 2024.

Companies mentioned in this report include: Co-op, DeterTech, Gatekeeper Systems, Natural Grocers, Rite Aid, Tesco, ZeroEyes

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India-based online marketplace Flipkart—majority owned by Walmart—held the 11th edition of its annual flagship shopping event, Big Billion Days (BBD), on September 27–October 6, 2024. We present key insights into BBD 2024, based on our observations and a company statement released by Flipkart on September 28, 2024.

Companies mentioned in this report include: Ajio, Amazon, Flipkart, Myntra, Tata Cliq, Walmart

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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—beginning our holiday focus for the fourth quarter of 2024. The latest data are from our October 7, 2024, survey.

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

  • Whether consumers have made any holiday purchases in the past seven days
  • Popular retailers and product categories among holiday shoppers
  • Activities that consumers have done in the past two weeks
  • 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
  • Consumers’ expectations for the economy overall and for their own personal financial situation

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

Other relevant research:

  • Look out for our annual, in-depth holiday survey and outlook, publishing this week—we will explore where, when and how US consumers will spend for holiday 2024.
  • All our coverage of US holiday retail
  • Every 12 weeks, we survey consumers about each major retail sector, and we include that data in full in our US Consumer Survey Insights Databank. Look out for focused analysis on more retail sectors in future reports in our US Consumer Survey Insights report series.
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Reasons to Read

In the US, retail media is taking center stage for many brands and retailers due to its lucrative margin opportunities; however, retail media also presents numerous challenges to retailers and brands alike, especially around data use, implementation and collaboration. We explore how AI (artificial intelligence) can help brands, ad buyers and retailers solve these problems, as well as the benefits traditional AI can bring to the retail media market as a whole and potential applications for generative AI (GenAI).

Data in this research report include:

  • US retail media market size and year-over-year growth rates, 2023–2028E
  • Proprietary survey data on the challenges CPG (consumer packaged goods) and FMCG (fast-moving consumer goods) brand manufacturers in the US face when working with retail media networks (RMNs)

Companies mentioned in this report include: Carrefour SA, Colgate-Palmolive Company, Criteo, Databricks, Mastercard, The Save Mart Companies, Trade Desk

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Reasons to Read

China’s Singles’ Day 2024 is the largest online shopping festival in the world, and the peak of the event is now less than one month away. Concluding our countdown to the event, we shed light on the Singles’ Day plans of major Chinese e-commerce platforms Alibaba and JD.com as well as short-video/e-commerce platforms Douyin and Kuaishou.

This report presents timelines for the shopping festival across the covered platforms, and details of their investments and other strategies to gain a competitive edge by supporting merchants and deepening discounts for shoppers.

Companies mentioned in this report include: Alibaba (Taobao and Tmall), Douyin, JD.com, Kuaishou

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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, Aditya Kaushik, Analyst, discusses US consumers’ spending expectations for shopping events in the fourth quarter of 2024 (4Q24)—namely, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season.

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.

Data in this research report include:

  • Proprietary survey data on US consumers’ expectations to spend on major shopping events in 4Q24

Other relevant research:

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

This week, highlights include the closure of three Amazon Go stores and the opening of one Primark store in the US, as well as store updates for supermarket chain Tesco in the UK.

This report presents data up to week 41 of 2024, ended October 11, 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: Amazon, Daiso, Primark, Staples, Tesco

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