Deep Dive | December 28, 2023 Premium Essentials Resilient While Select Discretionary Categories Experience Downturn: China Consumer Survey InsightsWe assess Chinese consumers’ purchasing and avoidance habits and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | December 28, 2023 Premium December 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | December 27, 2023 Premium December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024The 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 December 22, 2023. Read More
Deep Dive | December 26, 2023 Premium Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | December 26, 2023 Premium November 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost SalesIn November 2023, UK retail sales (excluding automotive fuel) grew 5.6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Analyst Corner | December 24, 2023 Register for Free Access Weinswig’s Weekly: A Year in Review and Future OpportunitiesThis week’s note, “From the Desk of Deborah Weinswig,” reflects on Coresight Research’s journey in 2023 and highlights key industry insights and trends. We look ahead to 2024 with excitement. Read More
Insight Report | December 20, 2023 Premium Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This SeasonAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data. Read More
Deep Dive | December 19, 2023 Premium Consumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51We assess how consumer confidence is shifting as the holiday shopping peak nears. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | December 18, 2023 Premium Consumers Pull Back from Public Places: China Consumer Survey InsightsWe assess Chinese consumers’ increasing avoidance of public places and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | December 18, 2023 Premium November 2023 China Retail Sales: Growth Continues To StrengthenWe review the latest data for retail sales in China, showing that in November 2023, year-over-year sales grew 8%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | December 18, 2023 Premium Consumer Confidence During the Holiday Season—Analyzing Changes by Demographic: US Consumer Survey Insights ExtraWe assess how consumer confidence in the US is evolving over the holiday season so far. This US Consumer Survey Insights Extra report takes a deeper dive into consumers’ expectations for their own finances and the economy as a whole, broken down by income and age group. Read More
Analyst Corner | December 17, 2023 Register for Free Access Weinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023This week’s note, “From the Desk of Deborah Weinswig,” discusses the state of US retail bankruptcies in 2023 and the contributing factors behind a year-over-year increase in bankruptcy filings. Read More
Insight Report | December 15, 2023 Premium Holiday 2023: Exclusive Black Friday and Cyber Monday Survey FindingsWe discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general. Read More
Insight Report | December 14, 2023 Premium November 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth AccelerateIn November 2023, US retail sales (excluding gasoline and automobiles) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Read More