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
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