Insight Report | March 23, 2023 Premium Data Dive: UK Retail Sales Outlook 2023In this Data Dive, we consider a number of major macroeconomic indicators and their likely effect on UK retail sales. We include our proprietary projections for year-over-year retail sales growth, month by month. Read More
Insight Report | March 23, 2023 Premium 2023 US Tax Tracker #2: IRS Issues $127.3 Billion in Refunds, Number of Returns Up by 10.6%Our coverage of the US tax-filing season this year continues with a look at what has happened as of March 3, 2023, in terms of returns filed and processed, and total and average refunds returned. Read More
Insight Report | March 22, 2023 Premium What Silicon Valley Bank’s Downfall Means for Retail TechOn March 10, 2023, the California Department of Financial Protection and Innovation took possession of Silicon Valley Bank (SVB), citing insufficient solvency and liquidity. We assess the key reasons behind SVB’s collapse and analyze its impacts across industries globally. Read More
Insight Report | March 22, 2023 Premium China’s 2023 National People’s Congress: What Retailers Need To KnowWe analyze the retail implications of this year’s National People’s Congress, China’s annual legislative meeting, which took place March 5–13, 2023 in Beijing. Read More
Insight Report | March 21, 2023 Premium January and February 2023 China Retail Sales: Total Sales Pick Up as Most Sectors Report Positive GrowthWe review the latest data for retail sales in China showing that in January and February 2023, year-over-year sales grew by 2.9%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | March 21, 2023 Premium US Consumer Tracker: Avoidance Rises and Activity SlidesHigh-income consumers have driven a striking one-week jump in avoidance. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | March 20, 2023 Premium China Consumer Tracker: Understanding Luxury ShoppersThis week, we take a closer look at how consumers in China engage with the luxury sector. Our biweekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | March 19, 2023 Register for Free Access Weinswig’s Weekly: Talking about Shoptalk 2023This week’s note, “From the Desk of Deborah Weinswig,” discusses the Coresight Research team’s activities at the upcoming Shoptalk conference in Las Vegas in late March. Read More
Event Presentation | March 16, 2023 Premium US Consumer Outlook and US Retail Outlook for 2023—PresentationThis event presentation outlines the US retail and consumer outlook. We consider whether real declines in retail sales will continue, whether US retail is overinflated, why we may be entering an era of renewed services spending—and why the consumer economy resembles a game of chutes and ladders. Read More
Insight Report | March 16, 2023 Premium February 2023 US Retail Sales: Total Sales See Second Month of Strong ExpansionIn February 2023, US retail sales (excluding gasoline and automobiles) grew 6.5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 14, 2023 Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others. Read More
Deep Dive | March 14, 2023 Premium US Consumer Tracker: More Shoppers Cut Grocery Purchases Amid High Inflation AwarenessMore US shoppers are cutting their grocery unit purchases in response to inflation, according to our latest survey. This US Consumer Tracker includes our four-weekly check on consumers’ reactions to inflation as well as our regular weekly metrics. Read More
Deep Dive | March 13, 2023 Premium China Consumer Tracker: Consumer Confidence DeclinesWe assess shopper behavior in China amid declining consumer confidence. Our biweekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | March 13, 2023 Premium India Retail Insights: Key Takeaways for Retail from Union Budget 2023As part of our India Retail Insights series, we present highlights from the Union Budget for fiscal 2024, ending March 2024, and the implications for the country’s retail industry and associated sectors. Read More
Analyst Corner | March 12, 2023 Register for Free Access Weinswig’s Weekly: Announcing a New Research Product for Coresight Research SubscribersThis week’s note, “From the Desk of Deborah Weinswig,” discusses the new Coresight Research Market Navigator report series, which will launch soon. Read More
