Insight Report | October 17, 2024 Premium September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed GrowthIn September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | October 17, 2024 Premium Is China’s Stimulus Package Boosting Consumer Sentiment?: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering recent efforts by China to grow the economy. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | October 16, 2024 Premium Flipkart Big Billion Days 2024: Wrap-Up—Event Focuses on Value and Fast DeliveryIndia-based online marketplace Flipkart—majority owned by Walmart—held the 11th edition of its annual flagship shopping event, Big Billion Days, on September 27–October 6, 2024. We present key insights into BBD 2024, based on our observations and a company statement released by Flipkart. Read More
Insight Report | October 9, 2024 Premium 2Q24 US Retail Inventory Insights: Stable Inventory Ratio Ahead of the Holiday SeasonOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in 2Q24. Discover key management commentary on inventory levels ahead of the holiday season. Read More
Insight Report | September 25, 2024 Premium September 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate CutThe 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 September 19, 2024. Read More
Event Coverage | September 23, 2024 Premium “Let’s Talk Beauty”: Innovation, Digital Transformation and Sustainability Are Strategic Priorities for L’OréalDiscover how beauty company L’Oréal is driving innovation and achieving sustainability with our insights from the company’s “Let’s Talk Beauty” strategic presentation. Read More
Deep Dive | September 20, 2024 Premium 2Q24 US Earnings Season Wrap-Up: Most Companies Deliver Positive Sales GrowthWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the second quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | September 18, 2024 Premium Flipkart Big Billion Days 2024 Preview: Fast Delivery and Increased Sustainability To Boost SalesWe present key insights ahead of India-based online marketplace Flipkart’s annual flagship shopping event, Big Billion Days (BBD), which will begin on September 27, 2024. We discuss consumer sentiment for the festive season, categories that consumers are likely to buy during the event, and key initiatives from Flipkart to offer a seamless shopping experience and drive sales. 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
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
Deep Dive | September 2, 2024 Premium US Healthcare: Real Estate Insights—Gyms, Malls, Grocers and More Enter the Retail Health SpaceBuilding on our recent Market Navigator report on the US healthcare market, Coresight Research explores the impact that growing retail health offerings are having on the real estate footprints of retailers across various sectors. Read More
Analyst Corner | September 1, 2024 Register for Free Access Analyst Corner—Inside the GLP-1 Boom in the US, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst at Coresight Research, discusses the rise of GLP-1 drugs for weight loss in the US, compiling key data and offering an outlook on the market’s future prospects. 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
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
