Analyst Corner | August 13, 2023 Register for Free Access Weinswig’s Weekly: The US Consumer Economy Is a Game of Chutes and LaddersThis week’s note, “From the Desk of Deborah Weinswig,” discusses our outlook for US retail and the consumer economy through the remainder of 2023. Read More
Deep Dive | August 10, 2023 Premium 3Q23 US Livestreaming Tracker: Target Provides Competition for Walmart, Opportunities for Home and BeautyTarget poses a threat to Walmart in the livestreaming space. Continuing our quarterly US Livestreaming Tracker series, we analyze our latest US consumer survey findings to explore the role of livestreaming in the shopping journey—covering popular platforms, product categories and more. Read More
Insight Report | August 9, 2023 Premium US Retail and Consumer Outlook, August 2023We present our outlook for US retail and the consumer economy. We consider why the consumer economy resembles a game of chutes and ladders, whether real declines in retail sales will continue and whether US retail is overinflated. Read More
Deep Dive | August 8, 2023 Databank Members Consumers Maintain Consistent Summer Spending Patterns: US Consumer Tracker 2023, Week 32We assess how US consumers are shopping over the summer months. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 8, 2023 Premium Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales ImproveOur 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 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor. Read More
Deep Dive | August 7, 2023 Databank Members Retail-Related Activities Stutter: China Consumer TrackerWe assess how consumers are engaging with retail in China after the summer shopping festivals. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | August 6, 2023 Register for Free Access Weinswig’s Weekly: Understanding the Scale and Demographics of Cross-Channel ShoppingThis week’s note, “From the Desk of Deborah Weinswig,” looks at new Coresight Research data on who shops across channels and which types of consumers stick to single-channel shopping. Read More
Deep Dive | August 1, 2023 Databank Members Consumers Continue To Notice and Adapt to Inflation: US Consumer Tracker 2023, Week 31We assess how US consumers are changing their responses to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | August 1, 2023 Premium Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees 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 July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor. Read More
Deep Dive | July 31, 2023 Databank Members Indoor Activities Up: China Consumer TrackerWe assess how consumers are responding to changes in the Covid-19 policy in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | July 31, 2023 Premium June 2023 US Retail Traffic and In-Store Metrics: Recovery Stalls as In-Store Sales Dip FurtherIn June 2023, US store-based traffic declined by 1.8% year over year. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | July 28, 2023 Premium July 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth Amid Marginal Disposable Income RiseThe 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 July 26, 2023. Read More
Insight Report | July 27, 2023 Premium July 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 July 26, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | July 27, 2023 Databank Members Understanding Cross-Channel and Cross-Category Shopping: US Consumer Tracker Extra, July 2023We examine consumers’ use of different shopping channels and frequent category combinations. 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
Deep Dive | July 25, 2023 Databank Members Surprisingly Strong In-Store Shopping Accompanies Prime Day Week: US Consumer Tracker 2023, Week 30We assess how and where US consumers shopped during the week of Prime Day. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
