Insight Report | June 29, 2023 Premium Holiday 2023: Early US Retail OutlookWe launch our coverage of the 2023 holiday season in US retail with an early look at the likely trajectory in retail demand in the end-of-year peak. We present our retail sales growth projections and discuss consumer sentiment, inflation, inventory and more. Read More
Insight Report | June 29, 2023 Premium June 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. We examine the latest data as of June 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | June 28, 2023 Premium May 2023 US Retail Traffic and In-Store Metrics: Recovery of Store-Based Sales Progresses as Year-Over-Year Declines SoftenIn May 2023, US store-based traffic declined by nearly 2%, year over year. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Premium Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Deep Dive | June 27, 2023 Premium Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | June 26, 2023 Premium Weak Demand Hampers 6.18 Shopping Festival: China Consumer TrackerWe assess how consumers are behaving during the first 6.18 shopping festival since the relaxation of Covid-19 restrictions in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | June 26, 2023 Premium May 2023 UK Retail Sales: Total Sales Post Strongest Growth in a YearIn May 2023, UK retail sales (excluding automotive fuel) grew 8% 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 | June 23, 2023 Premium June 2023 Leading Indicators of US Retail Sales: Total Gains To Be in the Low Single Digits Due to Flat Disposable Income GrowthThe 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 June 19, 2023. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first 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 | June 22, 2023 Premium May 2023 China Retail Sales: Growth Eases, Breaking Upward MomentumWe review the latest data for retail sales in China, showing that in May 2023, year-over-year sales grew 11%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | June 20, 2023 Premium Financial Health Update and Consumers’ Increase in Activity: US Consumer Tracker 2023, Week 25We explore the financial health of US consumers, as well as their shopping behavior as the summer kicks off. Our weekly US Consumer Tracker analyzes proprietary consumer survey data. Read More
Deep Dive | June 19, 2023 Premium Consumer Avoidance Falls: China Consumer TrackerWe assess how retailers in China are preparing for the midyear 6.18 shopping festival. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | June 18, 2023 Register for Free Access Weinswig’s Weekly: Is the Metaverse Dead for Retail?This week’s note, “From the Desk of Deborah Weinswig,” asks: is the metaverse dead for brands and retailers? Read More
Insight Report | June 16, 2023 Premium May 2023 US Retail Sales: Resilient Consumers Drive Retail Sales GrowthIn May 2023, US retail sales (excluding gasoline and automobiles) grew 4.3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More