Insight Report | October 17, 2023 Premium September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain HealthyIn September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | October 17, 2023 Databank Members Calm Before Holiday Shopping Season Begins: US Consumer Survey Insights 2023, Week 42We assess what could be the last week of stable consumer behavior ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 17, 2023 Premium US Holiday Survey and Outlook 2023: E-Commerce To Drive GrowthWe dig deep into where, when and how US consumers will spend for holiday 2023, using proprietary survey data. Read More
Insight Report | October 16, 2023 Premium Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer CommentaryIn this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more. Read More
Analyst Corner | October 15, 2023 Register for Free Access Weinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already KnowThis week’s note, “From the Desk of Deborah Weinswig,” discusses three major retail-related trends about the US return to office that you may have missed. Read More
Deep Dive | October 13, 2023 Databank Members Shifting Shopper Behavior Amid Pessimism: China Consumer Survey InsightsWe assess Chinese consumers’ growing pessimism 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 | 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 Databank Members 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 Databank Members 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 Databank Members 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
