Deep Dive | September 16, 2024 Databank Members 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
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur 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 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Insight Report | August 15, 2024 Premium July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024In July 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year, one of the highest rates of the year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | August 13, 2024 Premium Earnings Insights 2Q24, Week 3: Clorox, Floor & Decor and Under Armour Among the Many Companies Reporting Sales DeclinesOur 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 11, 2024, including Amazon, Clorox, CVS Health, Hanesbrands, Ralph Lauren and Under Armour, among others. Read More
Deep Dive | August 8, 2024 Databank Members Ebbing Economic Expectations: China Consumer Survey InsightsHow are consumer expectations for their personal finances and the economy shaping up so far this year in China? Find out with our proprietary survey analysis, which also offers an update on shopping behavior, levels of activity and avoidance of public places. Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur 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 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. Read More
Insight Report | July 31, 2024 Premium Amazon Prime Day India 2024: Wrap-Up—Flagship Event Delivers Record Member EngagementAmazon India held its eighth annual Prime Day sale on July 20–21, 2024. We present insights into Prime Day India 2024 based on our observations of the event and metrics released by Amazon India via a company statement. Read More
Insight Report | July 30, 2024 Premium Earnings Insights 2Q24, Week 1: Mixed Reports from Kimberly-Clark, Levi’s, Skechers and WalgreensOur 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 July 28, 2024, including Albertsons, Kroger, Levi Strauss, Skechers and Walgreens Boots Alliance, among others. Read More
Insight Report | July 25, 2024 Premium July 2024 US Retail Sales Outlook: Projecting Growth Acceleration Following a Weak JuneThe 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 July 18, 2024. Read More
Insight Report | July 24, 2024 Premium AI in Action: Redefining Drug DiscoveryArtificial intelligence (AI) and generative AI are transforming industries worldwide, and the healthcare sector is no exception. Discover the applications and benefits of AI in revolutionizing drug discovery, and notable technology providers in the space. Read More
