Reasons to Read

We present highlights from Ahold Delhaize’s 2024 Strategy Day, which took place on May 23, 2024.

We discuss the growth models under the company’s new Growing Together business strategy, with implications for the retailer’s US and European operations. We also outline Ahold Delhaize’s implementation of technology and AI (artificial intelligence), and detail the company’s targets through 2028.

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Reasons to Read

Delve into the world of turbocharged self-checkout with our detailed look at smart carts.

From Amazon’s recent developments to opportunities in retail media, we discuss the renaissance of this self-checkout technology and the benefits it brings to physical retail for both consumers and retailers.

This report is part of our RetailTech series, which explores developments, insights and implications related to established and emerging technologies that are shaping the retail landscape.

Data in this research report include:

  • Estimated US market size for checkout and payment technology, 2019–2028

Companies mentioned in this report include: Amazon, Caper AI, Instacart, Shopic

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Reasons to Read

In this report, our new findings are from a survey conducted on May 20, 2024. We present our latest monthly data on consumers’ financial resilience as well as our weekly findings on consumer sentiment, activities and shopping patterns.

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

  • Consumers’ financial resilience—how long they could cover their bills after losing their income, expectations of receiving a financial windfall in the next 12 months, and unsecured debt as a proportion of monthly household income
  • Consumers’ expectations for the economy overall and for their own personal financial situation
  • 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

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

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Our 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 May 19, 2024, across seven sectors: apparel and footwear, department stores, home and home-improvement, mass merchandisers, pet care retailers, 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: BJ Wholesale, Deckers Outdoor, Lowe’s, Macy’s, Petco Health and Wellness, Ralph Lauren, Ross Stores, Target, TJX Companies, Urban Outfitters, VF Corporation, Williams-Sonoma

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Reasons to Read

It’s almost time for Shoptalk Europe 2024! We preview the Startup Pitch, which will take place on the first day of this year’s event. We provide details on the competition’s format and judging panel, as well as the 12 participating retail-technology innovators.

Discover retail solutions spanning analytics and insights, AI (artificial intelligence), customer engagement and loyalty, and retail operations! Which startups do you think will win Judges’ Choice and Audience Choice?

Coresight Research is an official research partner of Shoptalk Europe 2024.

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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.

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, Swarooprani Muralidhar, Director of Research, discusses the consumerization of US healthcare. Explore the market’s increasing consumer-centricity and personalization, including the rise of hybrid healthcare models and GenAI (generative artificial intelligence) virtual health services.

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Reasons to Read

Our Three Data Points We’re Watching This Week series spotlights key data points from this week’s research.

From US consumer sentiment to retail sales figures for the US and Japan, discover key data points we are watching in week 21 of 2024.

Dive into the full research reports behind these data points:

  1. The Latest on Consumer Sentiment: US Consumer Survey Insights
  2. The Coresight Research Market Sizes Databank
  3. May 2024 US Retail Sales Outlook: Retail Sales Growth To Slow Slightly Before Improving
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Our 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: Bluemercury, Bulgari, Clarks, The Food Warehouse, Gabe’s, Macy’s, Marks & Spencer, Superdrug, Walmart

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The monthly Coresight Research US Retail Sales Outlook (formerly Leading Indicators of US Retail Sales) series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of May 20, 2024.

Data in this research report include:

  • Proprietary Coresight Research projections for retail sales growth by month for the next 12 months
  • US actual retail sales versus model predicted sales
  • US unemployment rate and labor force participation rate
  • US average hourly wages for all private-sector employees
  • US annualized real disposable income per capita

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Dragonfruit AI!

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Veesual!

Other relevant research:

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Raspberry AI!

Other relevant research:

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Rapid Delivery Analytics!

Other relevant research:

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present PSYKHE AI!

Other relevant research:

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Reasons to Read

Coresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Pixyle AI!

Other relevant research:

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