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
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 Retail 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
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
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
Analyst CornerAnalyst Corner—High-Tech Healing: Four Ways AI Is Revamping Healthcare, with Madhav Pitaliya Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 9, 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, Madhav Pitalitya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers. Other relevant research: Market Navigator: US Healthcare Retail 2024: Top 10 Trends in US Healthcare All our coverage of GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s, which discussed category trends in the US apparel and footwear market. This document was generated for
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Retail Research June 7, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 23 of 2024, covering the latest store data in the US, Amazon’s position in the online grocery landscape, and consumers’ financial expectations in the US and China. Dive into the full research reports behind these data points: US Store Tracker Extra, May 2024: rue21 To Close 2.7 Million Square Feet of Retail Space 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. US Online Grocery Survey 2024 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. Social Splurge—Consumers Get Out and About During Memorial Day Weekend: US Consumer Survey Insights and Positive Thinking—Shoppers Remain Optimistic in Economic Outlook: China 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
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 23: Dollar General Revises Its Store Opening Plan Aaron Mark Dsouza, Data Analyst June 7, 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: American Eagle Outfitters, Bath & Body Works, Foot Locker, Dollar General, Sephora 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
Deep DivePositive Thinking—Shoppers Remain Optimistic in Economic Outlook: China Consumer Survey Insights Madhav Pitaliya, Analyst June 7, 2024 Reasons to ReadThe 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 May 27, 2024. Data in this research report are: Expectations for economic conditions and personal finances in the next 12 months 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 Other relevant research: Read the full series of China Consumer Survey Insights reports Retail 2024: 10 Trends in China Retail Key Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum 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
InfographicUS Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-Commerce Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 6, 2024 Reasons to ReadHow are consumers across the US shopping for online groceries? This infographic presents highlights from our seventh annual US online grocery survey, in which we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. In this infographic, we focus on insights that answer three key questions: Is e-commerce a popular channel for grocery shopping? Which retailers are attracting online grocery shoppers? Why will consumers buy groceries online over the coming year? Data in this infographic, based on proprietary survey findings, include: Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2024 Penetration of the e-commerce channel in grocery shopping, 2022–2024 Most popular online grocery retailers, 2022–2024 Grocery shoppers’ reasons for planning to shop online in the coming year Companies mentioned in this report are: Amazon, Costco, Kroger, Target, Walmart Other relevant research: Read the full report for our complete survey analysis of the US online grocery market. How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation Data Dive: When Will US Grocery Unit Growth Turn Positive? 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
Deep DiveUS Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 6, 2024 Reasons to ReadIn our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The basis of this report is our proprietary survey of more than 2,000 US consumers, conducted on April 8, 2024. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018. Proprietary survey data in this research report include: Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2024 Penetration of the e-commerce channel in grocery shopping, 2018–2024 Most popular online grocery retailers, 2022–2024 Categories that online grocery shoppers have purchased, 2022–2024 Grocery shoppers’ reasons for planning to shop online in the coming year Companies mentioned in this report include: Amazon, BJ’s Wholesale, Costco, Dollar General, Dollar Tree/Family Dollar, HelloFresh, Instacart, Kroger, Target, Walmart Other relevant research: View the accompanying infographic for this report, which presents highlights from our research, by following the link here or clicking the download link above! How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation Data Dive: When Will US Grocery Unit Growth Turn Positive? 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 Purchase this report. Buy Now This document was generated for
Event CoverageShoptalk Europe 2024 Day Three: Highlighting the Importance of Data Sharing, Retail Media and More Coresight Research June 6, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which took place June 3–5 in Barcelona, Spain. Shoptalk Europe is an annual conference that unites retail and e-commerce professionals to discuss the latest trends, innovations and challenges in the retail industry. This year, the conference covers five major themes in retail: employing AI (artificial intelligence) to transform your business, harnessing brand power and building brand trust, creating unified retail experiences, next-generation demand creation, and navigating changing industry relationships. In this report, we present key insights from the third and final day of the event. Companies mentioned in this report include: Allegro, Criteo, Hugo Boss, Kraft Heinz, Mando, maude, MediaMarktSaturn, Miravia, Mondelēz International, PepsiCo, Picnic, Sonae MC, Uber, Valentino, Victoria’s Secret, Walmart Other relevant research: Access all of our coverage of Shoptalk Europe here. Look out for our upcoming wrap-up report of critical insights from the full event. More research on the topic of retail media This document was generated for
Store TrackerUS Store Tracker Extra, May 2024: rue21 To Close 2.7 Million Square Feet of Retail Space Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 5, 2024 Reasons to ReadAs part of rue21’s Chapter 11 bankruptcy process, its planned store closures will account for 2.7 million square feet of total retail space. Read about this development and discover other US retailers’ store closure and opening announcements from May 2024, as well as their square-footage impact, in this report. This report is part of our monthly US Store Tracker Extra series; we offer insights into announced developments as of May 31, 2024. Data in this report are: Year-to-date (YTD) announced US store closures and openings estimates for 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2024 versus the comparable period in 2023 Companies mentioned in this report include: CVS Health, The Children’s Place, Murphy USA, rue21, Ted Baker Other relevant research: View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra 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 YTD; for the UK, data span 2017 to 2024 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
Event CoverageShoptalk Europe 2024 Day Two: AI Dominates the Conversation in Barcelona Coresight Research June 5, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, taking place June 3–5 in Barcelona, Spain. Shoptalk Europe is an annual conference that unites retail and e-commerce professionals to discuss the latest trends, innovations and challenges in the retail industry. This year, the conference covers five major themes in retail: employing AI (artificial intelligence) to transform your business, harnessing brand power and building brand trust, creating unified retail experiences, next-generation demand creation, and navigating changing industry relationships. In this report, we present key insights from day two of the event. Companies mentioned in this report include: Amazon, BP, Diageo, H&M, Instacart, Mars, Mattel, Mondelēz International, Mytheresa, Ocado Group, Otto Group, Pandora, PepsiCo, Procter & Gamble, Screwfix, Zalando, Zenni Other relevant research: Essential Guide to Shoptalk Europe 2024: Reimagining the Future of Retail Access all of our coverage of Shoptalk Europe here. This document was generated for
Insight ReportEarnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 4, 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 2, 2024, across seven sectors: apparel and footwear, beauty, department stores, discount stores, electronics retailers, luxury and specialty apparel. 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: American Eagle Outfitters, Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Guess?, Kohl’s, Nordstrom, Ulta Beauty Other relevant research: 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
Deep DiveSocial Splurge—Consumers Get Out and About During Memorial Day Weekend: US Consumer Survey Insights Aditya Kaushik, Analyst June 4, 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 May 27, 2024. What did US consumers get up to during Memorial Day weekend? We explore consumer activities and shopping patterns. Data in this research report are our latest proprietary survey findings on: 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, Costco, Dollar General, Kohl’s, Walmart Other relevant research: We surveyed US consumers about their spending expectations for Memorial Day for our 2Q24 Seasonal Shopping At the end of the quarter, we will dive into how consumers’ behavior during the holiday compared to their earlier plans. 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
