Insight Report | February 15, 2024 Premium January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid GrowthIn January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 15, 2024 Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Deep Dive | February 13, 2024 Premium Consumers Report Strong Financial Health: US Consumer Survey InsightsWe assess the latest developments in consumers’ financial health in the wake of holiday spending. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Infographic | February 8, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight proprietary survey findings on US consumer behavior as well as recently announced store closures in the US. Read More
Deep Dive | February 7, 2024 Premium Consumers Dine Out at Record-High Rates: US Consumer Survey InsightsWhat are consumers doing and what are they buying? We discuss the shift to services in our latest update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 7, 2024 Premium Seasonal Shopping, 1Q24—Expectations for Valentine’s Day, Easter and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the first quarter of this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day, Presidents’ Day and Easter. We also provide a very early look ahead to the 2024 holiday season. Read More
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
Insight Report | February 2, 2024 Premium Insights Video: Exclusive Insights from CES 2024 and NRF 2024: Retail’s Big Show—Premium Subscriber CallWhat did you miss at CES and NRF 2024: Retail’s Big Show? We present our exclusive insights, exploring top tech and retail trends from AI to transformative business models to sustainability. This Insights Video is an on-demand replay of our Premium Subscriber Call in early February 2024. Read More
Infographic | February 2, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight key data points from leading indicators of US retail sales, proprietary survey data on US consumer sentiment and insights from NRF 2024. Read More
Event Coverage | February 1, 2024 Premium NRF 2024: Retail’s Big Show Wrap-Up—Leveraging Tech To Evolve the Retail Experience and Improve EfficiencyWe present insights from all three days of NRF 2024: Retail’s Big Show, covering consumer-centric strategies, the use of AI (artificial intelligence) and generative AI (GenAI), workforce management investments, and opportunities around marketplaces and sustainability, among other topics. Read More
Deep Dive | January 30, 2024 Premium Consumers Shift Spending Toward Essential Categories: US Consumer Survey InsightsWe assess how consumers are reallocating their spending after the holiday season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | January 29, 2024 Premium January 2024 Leading Indicators of US Retail Sales: Higher Inflation Hints at Weakened Retail Sales To Start the YearThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of January 24, 2024. Read More
Infographic | January 26, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight key data points on retail and foodservices sales growth in China during the Lunar New Year period, December UK retail sales growth and inflation’s impact on US consumers’ shopping behaviors. Read More
Insight Report | January 25, 2024 Premium Holiday 2023: UK Retail Wrap-Up—December Downturn Unlikely To Herald Renewed RetrenchmentWe assess recently reported retail sales metrics and trading updates from major retailers to offer our conclusions from peak-season trading and look ahead to the prospects for 2024. Read More