Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn August 2023, UK retail sales (excluding automotive fuel) grew 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
Deep Dive | September 25, 2023 Premium Essentials In-Store, Discretionary Online: China Consumer Survey InsightsWe assess Chinese consumers’ bifurcating shopping behavior. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 20, 2023 Premium US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See BankruptciesWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko. Read More
Event Presentation | September 18, 2023 Premium Powering the Retail Revolution with AIHow can retailers use technology to meet new consumer needs? Dive into the role of AI (artificial intelligence) in the retail revolution. Read More
Deep Dive | September 18, 2023 Premium Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38We focus on US consumers’ financial health 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
Deep Dive | September 18, 2023 Premium Focus on Meaningful Consumption: China Consumer Survey InsightsWe assess how meaningful consumption impacts Chinese consumers shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | September 14, 2023 Premium August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales GrowthIn August 2023, US retail sales (excluding gasoline and automobiles) grew 3.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Event Presentation | September 14, 2023 Premium US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market NavigatorIn this presentation, we offer key highlights from our Market Navigator on the US retail and e-commerce market, covering growth drivers, the competitive landscape, key themes and more. Read More
Deep Dive | September 12, 2023 Premium Fewer Consumers Adjust Shopping Behavior To Cope with Inflation: US Consumer Survey Insights 2023, Week 37We assess how US consumers are responding to inflation in retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 11, 2023 Premium Consumers Return to Stores Without Slowing Online Shopping: China Consumer Survey InsightsWe assess Chinese consumers’ new blended shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | September 10, 2023 Register for Free Access Weinswig’s Weekly: Navigating the Challenging US Retail LandscapeThis week’s note, “From the Desk of Deborah Weinswig,” discusses the challenging state of the current US retail landscape. Read More
Insight Report | September 7, 2023 Premium BEST at Retail: Experiences—Consumer Centricity Boosts EngagementIn our BEST at Retail series, Coresight Research examines how brands employ the elements of the BEST framework in their online and offline stores. In this second report, we offer strategies that companies can adopt to create engaging in-store experiences and glean insights from recent store visits. Read More
Deep Dive | September 5, 2023 Premium Mall Visits Slump as Fall Nears: US Consumer Survey Insights 2023, Week 36We assess US consumers’ engagement with mall-based retail as fall nears. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | September 5, 2023 Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below. Read More
