June 21, 2024 Insight Report Premium June 2024 US Retail Sales Outlook: Projecting Further Retail Resilience in the Second Half 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 June 20, 2024.
June 19, 2024 Deep Dive Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
June 11, 2024 Insight Report Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp.
June 9, 2024 Analyst Corner Register for Free Access Analyst Corner—High-Tech Healing: Four Ways AI Is Revamping Healthcare, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers.
June 7, 2024 Deep Dive Databank Members Positive Thinking—Shoppers Remain Optimistic in Economic Outlook: China Consumer Survey InsightsWe assess Chinese consumers’ expectations for the state of the economy. Our monthly China Consumer Survey Insights series presents an update on consumers’ shopping behavior, levels of activity and sentiment.
June 4, 2024 Insight Report Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty.
May 28, 2024 Insight Report Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters.
May 23, 2024 Insight Report Premium May 2024 US Retail Sales Outlook: Retail Sales Growth To Slow Slightly Before ImprovingThe monthly Coresight Research US Retail Sales Outlook (formerly 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 May 20, 2024.
May 22, 2024 Deep Dive Databank Members The Latest on Consumer Sentiment: US Consumer Survey InsightsOur weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. This week, we explore recent trends in consumer sentiment about the US economy overall and personal household finances.
May 21, 2024 Insight Report Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart.
May 15, 2024 Deep Dive Databank Members Consumer Sentiment Remains Volatile: US Consumer Survey InsightsWe explore the recent trend of volatility in consumer sentiment about both household finances and the US economy as a whole. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.
May 14, 2024 Insight Report Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others.
May 13, 2024 Insight Report Premium Walmart To Shut Down Health Centers and Virtual Care Services—Exploring The Reasons and ImplicationsOn April 30, 2024, Walmart announced that it plans to close all its Walmart Health centers and stop offering virtual care services. We explore the reasons behind Walmart’s recent decision and the implications of the decision on retailers across the US.
May 8, 2024 Deep Dive Databank Members Consumers Remain Reluctant to Visit Public Places: China Consumer Survey InsightsWe assess Chinese consumers’ shifting channel preferences by category and the implications for retail. Our monthly China Consumer Survey Insights series presents an update on Chinese consumers’ shopping behavior, levels of activity and sentiment.
May 7, 2024 Insight Report Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.
