Deep Dive | June 7, 2024 Premium 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. Read More
Insight Report | June 4, 2024 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. Read More
Insight Report | May 28, 2024 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. Read More
Insight Report | May 23, 2024 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. Read More
Deep Dive | May 22, 2024 Premium 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. Read More
Insight Report | May 21, 2024 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. Read More
Deep Dive | May 15, 2024 Premium 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. Read More
Insight Report | May 14, 2024 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. Read More
Insight Report | May 13, 2024 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. Read More
Deep Dive | May 8, 2024 Premium 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. Read More
Insight Report | May 7, 2024 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. Read More
Insight Report | April 30, 2024 Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s 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 April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others. Read More
Insight Report | April 22, 2024 Premium April 2024 US Retail Sales Outlook: Projecting Low-Single-Digit Growth Amid Growing Disposable IncomeThe 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 April 19, 2024. Read More
Analyst Corner | April 21, 2024 Register for Free Access Analyst Corner—AgeTech: Revolutionizing Aging in the US with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses AgeTech—technology aimed at improving the lives of older adults—a key trend in the modern US healthcare industry. Read More
Deep Dive | April 16, 2024 Premium Economic and Financial Sentiment Hit Six-Month High: 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. Read More