Deep Dive | August 30, 2023 Databank Members Who Shops Where? 2023 Shopper Demographics: US Consumer Tracker Extra, August 2023We examine who shops at different major US retailers for food and nonfood. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses different demographics’ shopping patterns online and in-store. Read More
Insight Report | August 29, 2023 Premium August 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 August 28, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | August 29, 2023 Databank Members Consumer Activity Declines While Shopping Stays Steady: US Consumer Tracker 2023, Week 35We assess which retailers are benefiting as the summer winds down. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | August 28, 2023 Databank Members Consumer Caution Grows: China Consumer TrackerWe assess how weakening consumer sentiment is affecting behavior and purchasing trends in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | August 22, 2023 Databank Members Indications of a Summer Wind-Down Emerge: US Consumer Tracker 2023, Week 34We assess how US consumers behavior is changing as the summer winds down. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 22, 2023 Premium Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target 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 20, 2023, which include Home Depot, Ross Stores, Target and Walmart. Read More
Deep Dive | August 21, 2023 Databank Members 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 Databank Members 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 Databank Members 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