Insight Report | September 19, 2024 Premium Retail Shrink and ORC: California and New York Enact Tough New Anti-Theft LawsWe present the latest developments in retail shrink, which include new anti-theft laws in the US and supermarket security measures in the UK. Plus, discover new solutions and partnerships in the loss-prevention technology space, and dive into recent commentary on shrink from selected US retailers. Read More
Insight Report | September 18, 2024 Premium Data Dive: US Consumer Debt in Focus as the Fed Cuts RatesAs the Federal Reserve cuts interest rates, we review the state of consumer debt in the US, including trajectories, delinquencies (past-due) and ratios to income. Read More
Event Coverage | September 18, 2024 Register for Free Access Strategic Guide to Shoptalk Fall 2024: Six Key Themes Shaping Retail’s FutureCoresight Research is a research partner of Shoptalk Fall 2024, a new conference that will explore the latest trends, innovations, challenges and opportunities in the retail industry. Plan your time at Shoptalk Fall 2024 with this essential guide to key sessions across six retail themes, from unified commerce to brand loyalty. Read More
Insight Report | September 17, 2024 Premium August 2024 US Retail Sales: Growth Eases Following One-Month SpikeIn August 2024, US retail sales (excluding gasoline and automobiles) grew by over 3% year over year, easing from the growth rate seen last month. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | September 16, 2024 Premium Consumer Confidence Hints at Economic Uptick: China Consumer Survey InsightsFollowing a period of dwindling consumer sentiment in China, we have recently seen this trend pivot, based on proprietary survey data. Dive into our analysis of consumers’ expectations for their personal finances and the economy, and understand current shopping behaviors. Read More
Deep Dive | September 10, 2024 Premium Responses to Inflation—Frugal Habits Continue: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Infographic | August 30, 2024 Free Report Three Data Points We’re Watching This WeekDiscover key data points we are watching in week 35 of 2024, covering CPG sales growth, shopper penetration for luxury brand Dior, and US store closures. Read More
Deep Dive | August 28, 2024 Premium Who Shops Where? 2024 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Analyst Corner | August 25, 2024 Register for Free Access Analyst Corner—An Economic Worry for China?: The Population Decline, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst at Coresight Research, discusses headline data about China’s declining population over the next 30 years as well as the factors mitigating the economic impacts of this trend, including AI (artificial intelligence). Read More
Infographic | August 23, 2024 Free Report Three Data Points We’re Watching This WeekDiscover key US-focused data points we are watching in week 34 of 2024, covering store closures, shopper penetration for Amazon, and Coresight Research projections for US retail sales growth. Read More
Insight Report | August 22, 2024 Premium August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of August 19, 2024. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Deep Dive | August 20, 2024 Premium Online Shopping in Focus—Amazon Is the Clear Winner; Walmart Is a Distant Second: US Consumer Survey InsightsWhich retailers and marketplaces are popular online? What are online shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on e-commerce. Read More
