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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.

Insight Report | March 1, 2023 Premium

Inflection Points in the Global Economy in 2023

Key interest-rate decisions taken by central banks impact the financial market, including inflation rates and currency exchange rates. We identify inflection points in the global economy in 2023, with a focus on developments in the US, the UK, China and the EU (European Union).

Insight Report | February 28, 2023 Premium

Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Alibaba, Bath & Body Works, Floor & Decor Holdings and more.

Deep Dive | February 28, 2023 Databank Members

China Consumer Tracker: Consumer Sentiment Rises

Consumers are feeling more positive about the outlook for the economy and their personal finances. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment.

Deep Dive | February 27, 2023 Databank Members

US Consumer Tracker: Consumers Move Grocery Shopping Online

In a major channel swing, consumers have shifted online for food shopping. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.

Insight Report | February 23, 2023 Premium

Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls

The Coresight Research team visited the Prudential Center and Copley Place, two malls connected via a sky bridge. We examine what these two centers are doing to integrate office, residential and retail elements under a single roof.

Insight Report | February 23, 2023 Premium

February 2023 Leading Indicators of US Retail Sales: Projecting Soft Retail Growth Ahead of Midyear Uptick

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 February 17, 2023.

Deep Dive | February 22, 2023 Databank Members

China Consumer Tracker: Renewed Spending Caution—Plus 2023 Travel Plans

We assess spending by Chinese consumers on various product categories over Chinese New Year and explore respondents’ plans to travel internationally in 2023, among other survey findings regarding consumers’ behaviors and sentiment.

Deep Dive | February 21, 2023 Databank Members

US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad Recall

Most consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.

Insight Report | February 21, 2023 Premium

US, UK, EU & China Quarterly Economic Update, 4Q22: Decelerating Indicators Point Toward Economic Slowdown

The Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the fourth quarter of 2022, which show depressed consumer spending levels in the UK, France and Germany, and softening growth in the US.

Insight Report | February 20, 2023 Premium

January 2023 UK Retail Sales: Sales Slow Amid Economic Uncertainty

In January 2023, UK retail sales (excluding automotive fuel) decreased by 3.2% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | February 20, 2023 Premium

2023 US Tax Tracker #1: IRS Issues $15.7 Billion in Refunds, Up by Almost Two-Thirds

In our first report of the US tax-filing season this year, we look at what has happened so far (as of February 3, 2023) in terms of returns filed and processed, and total and average refunds returned.

Insight Report | February 20, 2023 Premium

Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales Declines

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week features highlights from Crocs and Herbalife Nutrition.

Analyst Corner | February 19, 2023

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Weinswig’s Weekly: Growing Signs of Economic Optimism

This week’s note, “From the Desk of Deborah Weinswig,” looks at bright spots in the global economic outlook, with highlights from the US, China and the UK.

Insight Report | February 16, 2023 Premium

January 2023 US Retail Sales: Most Sectors See Positive Year-over-Year Sales Growth

In January 2023, US retail sales (excluding gasoline and automobiles) grew 4.7% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | February 16, 2023 Premium

Revisiting Dubai Retail: New Developments Paint a Promising Scene in Dubai and the Persian Gulf Region

Following a recent visit to the Emirate of Dubai by a member of the Coresight Research team, we assess changing conditions which will likely positively contribute to retail growth in the region in the coming years.