Insight ReportMay 2024 US Retail Sales: Solid Growth Continues as Department Stores Rebound Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 19, 2024 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in May 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), May 2023–May 2024 Year-over-year changes in retail sales by sector, April and May 2024 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in 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 Other research you may be interested in:Innovator Profile: Azoma—Optimizing Product Visibility for AI-Driven and Agentic CommerceAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicUS Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet
Event CoverageDecode the Future of How We Shop, Eat and Play at NextGen Commerce, a Coresight Research Conference—Event Preview Coresight Research June 18, 2024 Reasons to ReadJoin Coresight Research at our exclusive NextGen Commerce conference, which will bring together top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play. Read our preview to take a peek at what this unmissable event has in store. We look forward to seeing you there! Other relevant research: Register now for the NextGen Commerce conference and cocktail party. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Executive SummaryOn Wednesday, June 26, 2024, in New York City, Coresight Research will host an exclusive, one-day conference, NextGen Commerce. This transformative event will bring together top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play! Coresight Research Insights The conference promises insightful discussions on the impact of AI (artificial intelligence), retail media, RFID (radio-frequency identification), AR/VR (augmented and virtual reality) and more on the current and future landscape of commerce. Attendees will gain the opportunity to learn how next-generation technology, including GenAI (generative AI), impacts the decisions and strategies of key C-suite executives; discover how these technologies can enhance the customer experience, streamline operations, improve employee satisfaction and drive growth; engage in interactive conversations centered around use cases and demos; and dive into the real-world applications of AI in retail with leading retail companies and technology leaders. The captivating panels and keynotes at NextGen Commerce will explore a range of critical topics in retail, covering the customer experience, AI-enabled healthcare, data-driven personalization, the shifting grocery landscape, the evolution of retail real estate and the growing importance of sustainable practices. Esteemed speakers include senior executives from AmeriCo Group, AWS, Dollar General, Lush Décor, Mars, PacSun, PIM Brands, and many more. Our carefully curated post-conference cocktail party offers an unmissable opportunity to explore the forefront of retail innovation and unlock valuable connections with fellow professionals and entrepreneurs alike. Introduction On Wednesday, June 26, 2024, in New York City, Coresight Research will host an exclusive, one-day conference, NextGen Commerce. This transformative event will bring together a distinguished gathering of senior executives from top retailers, brands and technology innovators to explore the groundbreaking technologies that are transforming how we shop, eat and play! NextGen Commerce—Event Preview: Coresight Research Insights Our in-person NextGen Commerce conference promises insightful discussions on the impact of AI (artificial intelligence), retail media, RFID (radio-frequency identification), AR/VR (augmented and virtual reality) and more on the current and future landscape of commerce. This exciting event is sponsored by leading companies including Alvanon, Amazon Ads, AWS (Amazon Web Services), Cimulate, Digital Wave Technology, Intel, Omnistream, Treasure Data and Tymely. Network, Learn and Sharpen Your Competitive Edge The NextGen Commerce event features a fantastic lineup of speakers and a dynamic community of delegates. Attendees will engage with top experts, innovators, retailers and commerce leaders who are shaping the world of AI, discussing everything from groundbreaking innovations to advanced optimization strategies. Do not miss this chance to network and collaborate with the best in the field! By attending the conference, you will gain the opportunity to: Learn how next-generation technology, including GenAI (generative AI), impacts the decisions and strategies of key C-suite executives. Discover new options for deploying next-generation technologies and the ways these new technologies can enhance the customer experience, streamline operations, improve employee satisfaction and drive growth. Engage in interactive conversations centered around use cases and demos provided by industry experts and major retailers. Dive into the real-world applications and case studies of AI in retail with leading retail companies and technology leaders, covering a range of topics, including personalization and the ROI (return on investment) of AI investments. Agenda Highlights The captivating panels and keynotes at NextGen Commerce will see leaders from across the commerce and technology ecosystems reveal insights into tackling critical questions around AI and advanced technologies and how they are fueling market disruption and innovation. Among other engaging sessions, conference highlights will offer attendees the chance to: Take a deep dive into crafting customer experiences that not only captivate your customers but also unlock organizational efficiencies. Explore the emotional triggers and strategies that forge deep brand connections, and learn how to design seamless touchpoints across all channels that build brand loyalty. Learn the art of e-commerce persuasion, from website design and user experience to targeted marketing campaigns. Explore strategies for creating a seamless connection with your physical store through placemaking principles, blending the best of online and offline experiences. Explore the shift toward health and wellness in the retail sector, driven by AI-enabled tools that empower consumers to actively engage with their health. Discover the power of data-driven personalization and unlock strategies to transform casual customers into brand fanatics. Learn how to create captivating experiences that resonate deeply with your target audience, predict their needs and exceed their expectations. Explore the shifting grocery landscape and discover strategies to win over today’s mindful shoppers. Discuss the evolution of retail real estate in a world shaped by e-commerce and changing consumer habits. Discover strategies for creating futureproof retail spaces that resonate with the next-generation consumer, foster community and drive business success. Explore the growing importance of sustainable practices and learn how businesses can integrate environmental and social responsibility into their operations, from sourcing materials to product delivery. Discover strategies for reducing waste, minimizing environmental impact, and building a more ethical and sustainable future for your brand. Esteemed speakers include senior executives from AmeriCo Group, AWS, Dollar General, Lush Décor, Mars, PacSun, PIM Brands, and many more. You can view the full conference agenda here. Post-Conference Cocktail Party Our carefully curated cocktail party is designed to encourage the exchange of ideas and foster new relationships among leaders, innovators and influencers. Whether you are a seasoned industry expert or a budding entrepreneur, our cocktail party will offer an unmissable opportunity to explore the forefront of retail innovation and unlock valuable connections with fellow professionals and entrepreneurs alike. This document was generated for Other research you may be interested in:1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store Expansion
Deep DiveBeauty Shopping in Focus—TikTok Gains in Latest Quarter: US Consumer Survey Insights Aditya Kaushik, Analyst June 17, 2024 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. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns (with the latest data from our June 10, 2024, survey), we present new data on the beauty sector specifically, diving into where beauty shoppers make purchases and what they buy. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased beauty products in the past three months Popular retailers and product categories among beauty 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: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: US Beauty—Retail 2024 Sector Outlook: Feel-Good Factor To Drive Sales Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way All our research reports on beauty retailing 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. 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: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonConsumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsAnalyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie PoonAgentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber Call
Analyst CornerAnalyst Corner—Walmart Leads, Amazon Loses Ground in the Online Grocery Market: US Survey Insights with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 16, 2024 Reasons to ReadWelcome 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. 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. This week, Sujeet Naik, Analyst, discusses key findings from our seventh annual US Online Grocery Survey, including insights on Amazon and Walmart’s competitive positioning, consumers’ order-fulfillment preferences and the reasons why shoppers choose a particular retailer. Other relevant research: US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce US Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-Commerce Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. The Coresight Research US Consumer Survey Databank provides insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s, which discussed four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare. 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: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026
InfographicThree Data Points We’re Watching This Week: US Surveys Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 14, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover data points we are watching in week 24 of 2024. This week, we focus on key, proprietary survey findings, covering US consumers’ attitudes to theft-prevention measures, their back-to-school shopping plans and their responses to inflation. Dive into the full research reports behind these data points: Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share Responses to Inflation—Fewer Shoppers Are Changing Their Spending Habits: US Consumer Survey Insights Access all our US Consumer Survey Insights reports for more on the trends we are seeing from week to week. 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 30: Marks & Spencer Opens Airside Food StoresWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All StoresWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for AdministrationAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 24: US Store Openings Surpass 4,000 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 14, 2024 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: 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: Abercrombie & Fitch, Best Buy, Dollar Tree, Lululemon Athletica Other relevant research: 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 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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:Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesInnovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer Vision
Deep DiveUS Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? Aditya Kaushik, Analyst June 13, 2024 Reasons to ReadWhat will consumers buy this back-to-school (BTS) season? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories that consumers look set to shop this season. We also explore consumers’ apparel shopping expectations and preferences in more detail, identifying the apparel brands that are likely to capture spending. Data in this research report include: Product categories that BTS shoppers expect to buy BTS shoppers’ expectations for spending on product categories compared to last year Apparel brands that consumers plan to buy this BTS season Popular apparel and fashion trends for BTS We break down our overall findings by school level and household income. Companies mentioned in this report include: Adidas, Amazon, NIKE, Old Navy, Target, Under Armour, Walmart Other relevant research: US Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Survey Insights and US Consumer Survey Insights Extra The Coresight Research US Consumer Survey Insights Databank provides 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Innovator Matrix: Retail MediaUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey Insights
Deep DiveUS Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Aditya Kaushik, Analyst June 13, 2024 Reasons to ReadMajor drugstore chains play a significant role in the US real estate market, shaping commercial properties across the country. The strategic locations chosen by these establishments not only influence property values and real estate market trends, but also cater to the healthcare needs of their local communities. We explore the real estate impact of drugstores’ and pharmacies’ evolving business models. We also dive into ongoing store closures in the sector, store traffic at major drugstore chains, and how drugstores and pharmacies are combating retail theft. Data in this research report include: US drugstores and pharmacies’ total sales and YoY% change, 2018–2027E Total US retail space and estimated net-selling space for major US drugstore retailers Announced store closures and openings for major US drugstore companies, 2020–2023 YTD Store traffic data for major US drugstore retailers, January 2023–March 2024 Companies mentioned in this research report include: Albertsons, Amazon, CVS Health, Hy-Vee, Kroger, Rite Aid, Target, Walgreens Boots Alliance, Walmart Other relevant research: Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond US Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare Expansion Five Ways AI Is Being Used in Drugstore Retail Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots Alliance 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:CES 2026: Pre-Conference Insights—Tech Markets, Key Technologies and Innovative New ProductsNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Weekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To Expand
Insight ReportRetail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 13, 2024 Reasons to ReadContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers. Data in this research report include: Proprietary survey findings—US consumers’ perceptions of and responses to shoplifting and theft-prevention measures Companies mentioned in this report include: Dick’s Sporting Goods, Dollar General, Dollar Tree, Five Below, The Home Depot, Kroger, Lowe’s, The TJX Companies, Ulta Beauty Other relevant research: Read the previous report in the Retail Shrink and ORC 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 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:Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsWeekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly LiquidatingWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar
Deep DiveUS Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 12, 2024 Reasons to ReadHow and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season. Data in this research report include: BTS shopping expectations by channel—online versus in-store Average planned spend per child on BTS shopping by channel—2023 vs. 2022 Where BTS shoppers plan to shop, by retailer—overall and breakdowns by school level and household income Where BTS shoppers plan to shop, by retailer—online versus in-store Companies mentioned in this report include: Amazon, American Eagle Outfitters, Dollar Tree, Dollar General, Gap, Target, Walmart Other relevant research: US Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Survey Insights and US Consumer Survey Insights Extra The Coresight Research US Consumer Survey Insights Databank provides 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookCES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2026, Week 6: Quiz Enters Administration
Deep DiveUS Back to School 2024: Preparing for Class—Unveiling Consumer Spending Expectations Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 11, 2024 Reasons to ReadWe kick off our US Back to School 2024 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season! How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping. Data in this research report include: When consumers will shop for BTS, 2024 vs. 2023 How much consumers expect to spend on BTS per child Whether inflation will impact BTS shopping How much consumers expect to spend on BTS compared to 2023—overall (in dollar and volume terms) and breakdowns by income, geography and school level What consumers plan to buy Where consumers plan to shop Attitudes to BTS shopping—including key influences on purchasing decisions Companies mentioned in this report include: Amazon, Dollar Tree/Family Dollar, Target, Walmart Other relevant research: US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season? For more insights into consumer behaviors and expectations in US retail, click here to view our full collection of US Consumer Survey Insights and US Consumer Survey Insights Extra The Coresight Research US Consumer Survey Insights Databank provides 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey InsightsShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra
Insight ReportEarnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 11, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report first-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended June 9, 2024, across five sectors: apparel and footwear, beauty, discount stores, specialty apparel and warehouse clubs. 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: Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon, PVH Corp. Other relevant research: Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following 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:Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 Review
Insight ReportUS CPG Sales Tracker: Beauty Slowdown Sees E-Commerce Growth Turn Negative Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 11, 2024 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. This edition of the report presents key insights from the four weeks ended April 21, 2024. Data in this research report include: CPG e-commerce, in-store and total sales growth E-commerce CPG sales growth by category type Food & beverage departments: e-commerce and total sales growth Nonfood departments: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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:Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsShoptalk Spring 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresAnalyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie Poon
Deep DiveResponses to Inflation—Fewer Shoppers Are Changing Their Spending Habits: US Consumer Survey Insights Aditya Kaushik, Analyst June 10, 2024 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 new findings are from a survey conducted on June 3, 2024. We dive into consumers’ perceptions of and responses to inflation. Data in this research report are our latest proprietary survey findings on: Consumers’ perceptions of and responses to inflation, and its impact on grocery and nongrocery spending 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: 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:Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged
Event CoverageTackling Theft, Standardizing RMNs and More: Tech Insights from Retail Innovation Conference & Expo 2024 John Harmon, CFA, Managing Director of Technology Research June 10, 2024 Reasons to ReadDiscover key technology-related insights from the 2024 RICE conference. Dive into the technologies support loss prevention, the need for standardization in retail media, the opportunities for tying together digital gaming and retail, and more! Companies mentioned in this report include: Albertsons, Mattel, RevTech Ventures, The Home Depot Other relevant research: Keep up to date with retail shrink developments globally in our monthly series. All our coverage of retail media More Coresight Research event coverage reports 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:Three Data Points We’re Watching This Week, Week 21: US Retail and Consumer DevelopmentsWeekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store ExpansionAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights