Deep Dive | July 31, 2023 Premium Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST FrameworkWe analyze the US home and home-improvement retail sector through the lens of the Coresight Research BEST framework, providing notable examples of BEST in action across the framework’s four components. Read More
Insight Report | July 28, 2023 Premium July 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth Amid Marginal Disposable Income RiseThe monthly Coresight Research 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 July 26, 2023. Read More
Deep Dive | July 4, 2023 Premium June 2023 US Housing Market Indicators: New Home Sales Continue To ShineWe present insights into the US housing market as of the end of June 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a continued rise in new home sales. Read More
Event Coverage | June 28, 2023 Premium Home Depot Investor and Analyst Conference 2023: Three Key Growth OpportunitiesThe Coresight Research team attended Home Depot’s Investor and Analyst Conference, held on June 13, 2023. We present insights on the company’s three key growth opportunities for 2023 and beyond. Read More
Insight Report | June 23, 2023 Premium June 2023 Leading Indicators of US Retail Sales: Total Gains To Be in the Low Single Digits Due to Flat Disposable Income GrowthThe monthly Coresight Research 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 June 19, 2023. Read More
Deep Dive | June 15, 2023 Premium Exploring International Home and Home-Improvement Sector Retailing in the UAEWe explore how US-based and international home and home-improvement retailers are adapting ther strategies to operate in the United Arab Emirates, drawing on data from Statista and the UN and the Coresight Research team’s interviews with retail executives and customers in the UAE. Read More
Deep Dive | June 1, 2023 Premium May 2023 US Housing Market Indicators: Sharp Rise in New Home SalesWe present insights into the US housing market as of the end of May 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden rise in new home sales. Read More
Insight Report | May 24, 2023 Premium May 2023 Leading Indicators of US Retail Sales: Projecting Mid-Single-Digit Growth Amid Declining Consumer SentimentThe monthly Coresight Research 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 19, 2023. Read More
Deep Dive | May 18, 2023 Premium US, UK, EU & China Quarterly Economic Update, 1Q23: Stronger Economic Indicators Lead to Higher Consumer Spending in the US and UKThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the first quarter of 2023, which show increased consumer spending levels in the UK and US, but declined rates in France and Germany. Read More
Deep Dive | May 15, 2023 Premium April 2023 US Housing Market Indicators: All Home Sales See Year-Over-Year DeclinesWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show year-over-year declines in home sales, with pending homes taking the most significant blow. Read More
Deep Dive | April 28, 2023 Premium Home and Home-Improvement Retail: Key Factors Influencing US ShoppersUsing proprietary survey data, we analyze the top five factors customers consider when choosing a specialist retailer in the US home and home-improvement sector. We also explore examples of specialist retailers meeting these factors, showcasing what retailers can do to meet customer expectations and preferences. Read More
Insight Report | April 28, 2023 Premium Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy. Read More
Insight Report | April 11, 2023 Premium March 2023 Leading Indicators of US Retail Sales: Mid-Single-Digit Growth Amid Growing Consumer SentimentThe monthly Coresight Research 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 March 28, 2023. Read More
Deep Dive | April 3, 2023 Premium March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly RiseWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales. Read More
Deep Dive | March 15, 2023 Premium February 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year AgoWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show depressed housing affordability versus a year ago. Read More
