Deep Dive | August 21, 2023 Premium Screen Time Continues To Increase: China Consumer TrackerWe assess consumers’ increased engagement with TV, video games and livestreams over the summer break. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | August 21, 2023 Premium July 2023 UK Retail Sales: Wet Weather Slows Retail Sales GrowthIn July 2023, UK retail sales (excluding automotive fuel) grew 5% 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
Analyst Corner | August 20, 2023 Register for Free Access Weinswig’s Weekly: There Go Amazon’s Private Labels!This week’s note, “From the Desk of Deborah Weinswig,” discusses Amazon’s retreat in private label. Read More
Insight Report | August 17, 2023 Premium July 2023 China Retail Sales: Retail Sales Slowdown ContinuesWe review the latest data for retail sales in China, showing that in July 2023, year-over-year sales grew 1%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | August 17, 2023 Premium Think Tank: Generative AI Explained—Understanding Its Power and Fundamental TechnologiesIn this Think Tank, we provide a reference guide for businesses to understand generative AI (artificial intelligence) and its foundational AI technologies. We discuss retail use cases of generative AI as well as challenges and strategies for AI technology implementation. We explore the technological prerequisites that have paved the way to the advanced AI and generative AI we see today. Read More
Insight Report | August 15, 2023 Premium July 2023 US Retail Sales: Resilient Consumers and Nonstore Retailers Fuel Retail Sales GrowthIn July 2023, US retail sales (excluding gasoline and automobiles) grew 3.7% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | August 15, 2023 Premium Walmart Thrives as Financial Health Steadies: US Consumer Tracker 2023, Week 33We assess how US consumers see their financial health ahead of the back-to-school season. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 15, 2023 Premium Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour 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 August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets. Read More
Deep Dive | August 14, 2023 Premium Summer Break Boosts Screen Time: China Consumer TrackerWe assess how consumer behavior and engagement with TV and video games is shifting during the summer break. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | August 13, 2023 Register for Free Access Weinswig’s Weekly: The US Consumer Economy Is a Game of Chutes and LaddersThis week’s note, “From the Desk of Deborah Weinswig,” discusses our outlook for US retail and the consumer economy through the remainder of 2023. Read More
Deep Dive | August 10, 2023 Premium 3Q23 US Livestreaming Tracker: Target Provides Competition for Walmart, Opportunities for Home and BeautyTarget poses a threat to Walmart in the livestreaming space. Continuing our quarterly US Livestreaming Tracker series, we analyze our latest US consumer survey findings to explore the role of livestreaming in the shopping journey—covering popular platforms, product categories and more. Read More
Insight Report | August 9, 2023 Premium US Retail and Consumer Outlook, August 2023We present our outlook for US retail and the consumer economy. We consider why the consumer economy resembles a game of chutes and ladders, whether real declines in retail sales will continue and whether US retail is overinflated. Read More
Deep Dive | August 8, 2023 Premium Consumers Maintain Consistent Summer Spending Patterns: US Consumer Tracker 2023, Week 32We assess how US consumers are shopping over the summer months. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 8, 2023 Premium Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales ImproveOur 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 August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor. Read More
Deep Dive | August 7, 2023 Premium Retail-Related Activities Stutter: China Consumer TrackerWe assess how consumers are engaging with retail in China after the summer shopping festivals. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
