Insight Report | October 11, 2023 Premium Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already KnowWe identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. Read More
Insight Report | October 9, 2023 Premium Holiday 2023: UK Retail Outlook—An Inflection Point?We highlight our latest thinking on the prospects for UK holiday retailing as of October 2023, covering inflation and consumer confidence data and insights on how consumers are spending. Read More
Deep Dive | October 9, 2023 Premium New Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41We assess US consumer confidence ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Analyst Corner | October 8, 2023 Register for Free Access Weinswig’s Weekly: What Are the Prospects for US Holiday Retailing?This week’s note, “From the Desk of Deborah Weinswig,” discusses our updated view on the prospects for US holiday retailing, drawing on our analysis of proprietary consumer survey data, inflation trends and more. Read More
Insight Report | October 5, 2023 Premium 2Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Due to Disciplined ApproachesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q23 and assess how and why levels are changing. This quarter, overall inventory turnover ratios improved for most covered retailers. Read More
Insight Report | October 4, 2023 Premium Retail Around the World: Coresight Research Observations, 3Q23Coresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. Read More
Deep Dive | October 3, 2023 Premium Dollar Stores Retain Their Appeal: US Consumer Survey Insights 2023, Week 40We assess how dollar stores are benefiting from consumer behavior patterns ahead of the holiday shopping season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 2, 2023 Premium Consumers Turn Away From Socializing: China Consumer Survey InsightsWe assess Chinese consumers’ changing behaviors 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 | September 29, 2023 Premium September 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 September 26, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | September 29, 2023 Premium Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWe examine how US consumers expect to spend for the major retail events of 4Q23. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data and assesses shoppers’ expectations for Halloween, Singles’ Day, Prime Big Deal Days and the overall holiday season. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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 September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
