January 26, 2025 Analyst Corner Register for Free Access Analyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores the state of China’s economy and Coresight Research’s outlook for the future of retail in the country. This report includes analysis of retail sales, consumer sentiment, inflation and the housing market.
January 20, 2025 Deep Dive Databank Members Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy through December 2024. We also present an update on consumer behavior and shopping trends.
January 7, 2025 Insight Report Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur 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 the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.
January 3, 2025 Event Coverage Premium A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailWhat should you expect from NRF 2025: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from GenAI to digital product passports and more.
January 2, 2025 Market Navigators/Market Outlook Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery.
December 30, 2024 Insight Report Premium Lowe’s 2024 Investor Conference: Building Growth with a Focus on Pro and LoyaltyHome-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets.
December 24, 2024 Deep Dive Databank Members Holiday 2024—Christmas Countdown: Amazon and Walmart Dominate Shoppers’ Holiday Picks: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.
December 24, 2024 Deep Dive Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
December 24, 2024 Insight Report Premium December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025The 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 December 20, 2024.
December 18, 2024 Insight Report Premium November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday DemandIn November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.
December 17, 2024 Market Navigators/Market Outlook Premium US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive GrowthDiscover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics.
December 17, 2024 Market Navigators/Market Outlook Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics.
December 17, 2024 Market Navigators/Market Outlook Premium US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on ProDiscover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more.
December 11, 2024 Insight Report Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others.
December 11, 2024 Deep Dive Databank Members Economic Sentiment Weakens as Tariff Prospects Heighten: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures and potential tariffs from the US. We also present an update on consumer behavior and shopping trends.