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Insight Report | March 14, 2024 Premium

Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink.

Insight Report | March 14, 2024 Premium

Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion Consumers

Worldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.”

Insight Report | March 13, 2024 Premium

Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines

Our 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 March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others.

Market Outlook | March 12, 2024 Premium

Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter Growth

In this Market Navigator, Coresight Research explores the UK retail market, including e-commerce. Dive in to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape.

Deep Dive | March 12, 2024 Premium

More Consumers Visit Open-Air Shopping Centers as Seasons Change: US Consumer Survey Insights

We reveal how US consumers are spending as winter turns to spring. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Deep Dive | March 12, 2024 Premium

Consumers Report Staying Home for Lunar New Year: China Consumer Survey Insights

We explore Chinese consumer behavior during the Chinese New year (CNY) national holiday, and the implications for retail of consumers staying home. Our monthly China Consumer Survey Insights series presents an update on Chinese consumers’ shopping behavior, levels of activity and sentiment.

Event Coverage | March 11, 2024 Free Report

Essential Guide to Shoptalk 2024: Strategies and Opportunities Across Five Retail Themes

Plan your time at Shoptalk 2024 with this free, essential guide to key sessions across five retail themes, from AI (artificial intelligence) to unified retail experiences. Coresight Research is an official research partner of Shoptalk 2024.

Analyst Corner | March 10, 2024

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Analyst Corner—A Budget for Retail? Reviewing the UK’s 2024 Finance Update with John Mercer

This week’s Analyst Corner discusses the implications of the recently announced UK government budget—which includes tax cuts—for consumers and retail. John Mercer, Head of Global Research at Coresight Research, presents our outlook for UK retail.

Insight Report | March 6, 2024 Premium

Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline

Our 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 March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s.

Deep Dive | March 5, 2024 Premium

Consumer Activity Patterns Show Variability: US Consumer Survey Insights

We reveal how US consumers’ activity patterns are affecting their spending on retail and services. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Market Outlook | March 4, 2024 Premium

Research Preview: Market Navigator—UK Retail and E-Commerce

We offer an early look at our forthcoming Market Navigator exploring the UK retail market including e-commerce. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of retailers’ revenues, and explore the competitive landscape.

Infographic | March 1, 2024 Premium

Three Data Points We’re Watching This Week

This week, we spotlight Macy’s announced department store closures, US retail sales growth and US consumers’ inflation-impacted grocery shopping behaviors.

Insight Report | February 29, 2024 Premium

February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity for Retail Sales Growth

The 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 February 23, 2024.

Deep Dive | February 28, 2024 Premium

Combating Inflation—Low-Income and Younger Shoppers Trade Down and Buy Less: US Consumer Survey Insights Extra

We explore US consumers’ perceptions of price rises and strategies to combat inflation when shopping both grocery and nongrocery categories. Analyzing comprehensive survey data, we dive into trading down and other trends by age, income and more.

Insight Report | February 27, 2024 Premium

Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline

Our 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 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair.