Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first 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. Read More
Insight Report | June 22, 2023 Premium May 2023 China Retail Sales: Growth Eases, Breaking Upward MomentumWe review the latest data for retail sales in China, showing that in May 2023, year-over-year sales grew 11%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | June 20, 2023 Databank Members Financial Health Update and Consumers’ Increase in Activity: US Consumer Tracker 2023, Week 25We explore the financial health of US consumers, as well as their shopping behavior as the summer kicks off. Our weekly US Consumer Tracker analyzes proprietary consumer survey data. Read More
Deep Dive | June 19, 2023 Databank Members Consumer Avoidance Falls: China Consumer TrackerWe assess how retailers in China are preparing for the midyear 6.18 shopping festival. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | June 18, 2023 Register for Free Access Weinswig’s Weekly: Is the Metaverse Dead for Retail?This week’s note, “From the Desk of Deborah Weinswig,” asks: is the metaverse dead for brands and retailers? Read More
Insight Report | June 16, 2023 Premium May 2023 US Retail Sales: Resilient Consumers Drive Retail Sales GrowthIn May 2023, US retail sales (excluding gasoline and automobiles) grew 4.3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | June 16, 2023 Premium US and UK Retail Bankruptcies Latest, June 2023We provide an update on the latest retail bankruptcies in the US and the UK in 2Q23. Read More
Insight Report | June 13, 2023 Premium The Metaverse Is Not Dead: Defying the Rumors of Its DemiseWith attention recently shifting to generative AI (artificial intelligence), are we seeing the demise of the metaverse? We explore recent metaverse-related developments—both positive and unfavorable—that paint a picture of the current state and long-term potential of the metaverse. We lay out what brands, retailers and solution providers need to know to drive success in the virtual world. Read More
Deep Dive | June 13, 2023 Databank Members Target’s Gains, Consumer Activities and Mapping Amazon Shoppers: US Consumer Tracker 2023, Week 24We analyze Amazon’s food and nonfood retail penetration by state, while consumers get more active and Target makes further gains. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | June 12, 2023 Databank Members Avoidance Stabilizes: China Consumer TrackerWe assess how retailers in China are preparing for the midyear 6.18 shopping festival. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Insight Report | June 6, 2023 Premium Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom 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 first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below. Read More
Deep Dive | June 6, 2023 Databank Members Consumers Pursue Conflicting Anti-Inflation Strategies: US Consumer Tracker 2023, Week 23We analyze consumers’ perceptions of and reactions to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Deep Dive | June 5, 2023 Databank Members Focus on Sustainable Fashion: China Consumer TrackerWe assess Chinese consumers’ attitudes to sustainable fashion. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Analyst Corner | June 4, 2023 Register for Free Access Weinswig’s Weekly: Focus on Superior Brand Building To Be BEST in RetailThis week’s note, “From the Desk of Deborah Weinswig,” discusses learnings for retail from the Coresight Research BEST framework. Read More
Insight Report | May 31, 2023 Premium BEST at Retail: Brand Building—Storytelling Drives In-Person Store VisitsIn the first report of our new BEST at Retail series, we explore the actions that companies can take to build stronger brands—under the first component of our BEST framework for retail excellence. We also examine how three iconic brands maximize brand building in their stores, offering insights from recent in-store visits. Read More