Insight Report | November 22, 2023 Premium Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black FridayWhat’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’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 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Deep Dive | November 21, 2023 Premium Consumers Optimistic About the Economy But Inflation Concerns Persist: US Consumer Survey Insights 2023, Week 47We assess consumers’ perceptions of inflation and its likely impacts on holiday retails. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | November 21, 2023 Premium October 2023 UK Retail Sales: Growth Slides Again Amid High Borrowing Costs and Unfavorable WeatherIn October 2023, UK retail sales (excluding automotive fuel) grew nearly 4% 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
Insight Report | November 20, 2023 Premium Holiday 2023: Help Wanted… or Not. Slow Growth in Planned US Retail HiringWe explore the seasonal hiring plans of major retailers and logistics firms in the US, as well as trends in employment and job-opening levels. Read More
Deep Dive | November 20, 2023 Premium Certain Categories See E-Commerce Boost: China Consumer Survey InsightsWe identify the product categories benefitting from Singles’ Day discounts. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Insight Report | November 20, 2023 Premium What the Ozempic Economy Means for US RetailUS consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel. Read More
Insight Report | November 17, 2023 Premium October 2023 China Retail Sales: Year-over-Year Growth Rate Continues To ImproveWe review the latest data for retail sales in China, showing that in October 2023, year-over-year growth continued to improve, strengthening from the prior month. Our report analyzes retail sales in total and by sector. Read More
Event Presentation | November 17, 2023 Premium 10 US Consumer and Retail Trends 2024: Insights Presented at Lectra’s Ideation 2023Look at how Coresight Research’s predictions for 2023 played out and dive into our outlook for key trends in US retail in 2024, spanning sustainability, retail media, shrink, generative AI in retail, and more. Read More
Insight Report | November 16, 2023 Premium Retail Around the World: Singles’ Day 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 Singles’ Day 2023. Read More
Event Presentation | November 16, 2023 Premium 10 US Consumer and Retail Trends 2024 Across Four Focus AreasDive into key trends for US retail in 2024 across four focus areas: living well, living better, selling smarter, working smarter. Insights cover sustainability, the Ozempic economy, retail media and more. Read More
Insight Report | November 16, 2023 Premium US and UK Retail Bankruptcies Latest, November 2023: Filings from Z Gallerie, Wiggle and OthersWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wiggle, Z Gallerie and more. Read More
Insight Report | November 15, 2023 Premium October 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales GrowthIn October 2023, US retail sales (excluding gasoline and automobiles) grew 3.1% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
Insight Report | November 14, 2023 Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market Read More
