Deep Dive | December 14, 2023 Premium Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 12, 2023 Premium US and UK Retail Bankruptcies Latest, December 2023: US Retail Bankruptcies Jump 10X in 2023We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Let’s Disco and Musik. Read More
Deep Dive | December 11, 2023 Premium Consumer Sentiment Remains Low: China Consumer Survey InsightsWe assess Chinese consumer sentiment 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 11, 2023 Premium October 2023 US Retail Traffic and In-Store Metrics: Jewelry Sector Sees Positive GrowthIn October 2023, US nonfood store traffic declined by 4%, year over year, with store-based sales also declining by 4%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | December 7, 2023 Premium Retail Around the World: Black Friday 2023—Coresight Research ObservationsOur Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Black Friday sales from outside the US. Read More
Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See 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 December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. Read More
Deep Dive | December 6, 2023 Premium Malls Enjoy Black Friday Boost: US Consumer Survey Insights 2023, Week 49Our US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. This week, we explore consumer shopping behavior over Black Friday weekend and discuss new consumer pessimism about their financial situations. Read More
Deep Dive | December 4, 2023 Premium Increased Avoidance of Public Places: China Consumer Survey InsightsWe assess consumer behavior, purchasing and preferences during the recent uptick in respiratory illnesses. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | December 4, 2023 Premium Holiday 2023: Delving Into Key Service Category Trends in the USWe discuss key service category trends for the 2023 holiday season in the US, drawing from our proprietary survey data and store traffic information from Placer.ai, a third-party location analytics provider. Read More
Deep Dive | December 1, 2023 Premium US, UK, EU & China Quarterly Economic Update, 3Q23: Growth in the US, France and China as Possibility of German Recession LoomsThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the third quarter of 2023, which show economic growth in the US, China and France. Read More
Insight Report | November 29, 2023 Premium November 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth for the New 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 November 22, 2023. Read More
Insight Report | November 29, 2023 Premium November 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 November 27, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | November 28, 2023 Premium Consumers Report Improvement in Financial Health: US Consumer Survey Insights 2023, Week 48Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. This week, we also include our monthly questions on consumers’ financial health. Read More
Insight Report | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See 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 November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. Read More
