Multi-Sector

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | September 29, 2023 Databank Members

Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights Extra

We examine how US consumers expect to spend for the major retail events of 4Q23. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data and assesses shoppers’ expectations for Halloween, Singles’ Day, Prime Big Deal Days and the overall holiday season.

Insight Report | September 28, 2023 Premium

September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday Season

The 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 September 24, 2023.

Insight Report | September 27, 2023 Premium

August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward Trend

We review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector.

Insight Report | September 27, 2023 Premium

August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic Decline

In August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.

Insight Report | September 27, 2023 Premium

Holiday 2023: US Retail Outlook Summary Update

We highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending.

Deep Dive | September 26, 2023 Databank Members

Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39

We examine changes in US consumer behavior and activity as the seasons change 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.

Insight Report | September 25, 2023 Premium

August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines Continue

In 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.

Deep Dive | September 25, 2023 Databank Members

Essentials In-Store, Discretionary Online: China Consumer Survey Insights

We 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.

Deep Dive | September 21, 2023 Premium

2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates

Coresight 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.

Insight Report | September 20, 2023 Premium

US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See Bankruptcies

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko.

Event Presentation | September 18, 2023 Premium

Powering the Retail Revolution with AI

How can retailers use technology to meet new consumer needs? Dive into the role of AI (artificial intelligence) in the retail revolution.

Deep Dive | September 18, 2023 Databank Members

Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38

We 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.

Deep Dive | September 18, 2023 Databank Members

Focus on Meaningful Consumption: China Consumer Survey Insights

We 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.

Insight Report | September 14, 2023 Premium

August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales Growth

In 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.

Event Presentation | September 14, 2023 Premium

US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market Navigator

In 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.