Insight Report | February 2, 2024 Premium Insights Video: Exclusive Insights from CES 2024 and NRF 2024: Retail’s Big Show—Premium Subscriber CallWhat did you miss at CES and NRF 2024: Retail’s Big Show? We present our exclusive insights, exploring top tech and retail trends from AI to transformative business models to sustainability. This Insights Video is an on-demand replay of our Premium Subscriber Call in early February 2024. Read More
Store Tracker | February 2, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 5: Walmart Announces US ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Walmart and WHSmith, among others. Read More
Event Coverage | February 1, 2024 Premium Key Retail-Tech Themes at NRF 2024: Retail’s Big Show—Partnerships, GenAI, RFID and SustainabilityCoresight Research attended NRF 2024: Retail’s Big Show in New York City, hosted by the National Retail Federation. We present retail-tech-related highlights and themes from all three days of the conference, covering technology partnerships, GenAI, RFID and sustainability. Read More
Event Coverage | February 1, 2024 Premium NRF 2024: Retail’s Big Show Wrap-Up—Leveraging Tech To Evolve the Retail Experience and Improve EfficiencyWe present insights from all three days of NRF 2024: Retail’s Big Show, covering consumer-centric strategies, the use of AI (artificial intelligence) and generative AI (GenAI), workforce management investments, and opportunities around marketplaces and sustainability, among other topics. Read More
Deep Dive | January 30, 2024 Premium Consumers Shift Spending Toward Essential Categories: US Consumer Survey InsightsWe assess how consumers are reallocating their spending after the holiday season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | January 29, 2024 Premium January 2024 Leading Indicators of US Retail Sales: Higher Inflation Hints at Weakened Retail Sales To Start the YearThe 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 January 24, 2024. Read More
Analyst Corner | January 28, 2024 Register for Free Access Weinswig’s Weekly: Fashion Retail’s Resilience in the Holiday SeasonThis week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector. Read More
Insight Report | January 26, 2024 Premium Competing with E-Commerce Giants Through 2030: The Future of Malls—Part 3The three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls through 2030. In this third and final report, we look at the ways in which malls will compete with e-commerce companies throughout the current decade. Read More
Store Tracker | January 26, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 4: Macy’s To Close Five StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from CVS Health, Macy’s and Zara, among others. Read More
Insight Report | January 25, 2024 Premium Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail TheftContinuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America. Read More
Insight Report | January 24, 2024 Premium Quality Spaces and Tenant Diversity Are Keys to Profitability: The Future of Malls—Part 2The three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls through 2030. In this second report, we examine the current and future growth of quality spaces and tenant diversity in US malls. Read More
Insight Report | January 24, 2024 Premium Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives GrowthCoresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau. Read More
Deep Dive | January 23, 2024 Premium Consumers Cut Back Amid Inflation Concerns: US Consumer Survey InsightsWe assess how consumers’ perceptions of inflation are impacting their shopping behavior in 2024. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | January 22, 2024 Premium December 2023 US Housing Market Indicators: Positive Shifts To Start the New YearThe Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. This report analyzes the latest data available as of the end of December 2023. Read More
Insight Report | January 22, 2024 Premium Showfields and Neighborhood Goods Store Closures Reveal Challenges to the Physical Concession ModelShowfields once provided digital brands with physical spaces; now, it’s closing all stores. Coresight Research dives into what this means for the physical concession model. Read More