Deep Dive | November 14, 2023 Premium Dollar Stores Thrive Amid Economic Concerns: US Consumer Survey Insights 2023, Week 46We assess consumer behavior amid macroeconomic concerns as holiday shopping begins. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Deep Dive | October 31, 2023 Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation. Read More
Insight Report | October 31, 2023 Premium October 2023 Leading Indicators of US Retail Sales: Mixed Signals as Retail Heads into HolidayThe 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 October 23, 2023. Read More
Insight Report | October 26, 2023 Premium October 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 October 23, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | October 23, 2023 Premium September 2023 UK Retail Sales: Growth Slows Amid Continuing Cost of Living Pressures and Unseasonably Warm WeatherIn September 2023, UK retail sales (excluding automotive fuel) grew 6% 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
Insight Report | October 5, 2023 Premium 2Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Due to Disciplined ApproachesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q23 and assess how and why levels are changing. This quarter, overall inventory turnover ratios improved for most covered retailers. Read More
Insight Report | September 29, 2023 Premium September 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 September 26, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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 September 24, 2023. Read More
Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn August 2023, UK retail sales (excluding automotive fuel) grew 6% 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
Deep Dive | September 25, 2023 Premium Essentials In-Store, Discretionary Online: China Consumer Survey InsightsWe assess Chinese consumers’ bifurcating shopping behavior. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second 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 | September 5, 2023 Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers 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 September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below. Read More
Insight Report | August 31, 2023 Premium August 2023 Leading Indicators of US Retail Sales: Consumer Sentiment Falls Month Over Month Amid Inflation ResurgenceThe 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 August 28, 2023. 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
