Insight Report | September 29, 2023 Premium September 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of September 26, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | September 29, 2023 Premium Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWe examine how US consumers expect to spend for the major retail events of 4Q23. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data and assesses shoppers’ expectations for Halloween, Singles’ Day, Prime Big Deal Days and the overall holiday season. Read More
Store Tracker | September 29, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 39: UK Closures Up 39%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Target and Next, among others. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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 September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Insight Report | September 26, 2023 Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Analyst Corner | September 24, 2023 Register for Free Access Weinswig’s Weekly: Hearing from Kroger and Ahold Delhaize at GroceryshopThis week’s note, “From the Desk of Deborah Weinswig,” discusses highlights from Groceryshop 2023, including what we heard from the CEOs of Kroger and Ahold Delhaize USA. Read More
Store Tracker | September 22, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 38: US Store Closures Up Three-Quarters vs. Last YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Hobby Lobby and Decathlon, among others. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 21, 2023 Free Report Groceryshop 2023 Day Two: Technology and Partnerships in the Grocery SpaceWe present insights from the second day of Groceryshop 2023, an annual event which helps businesses navigate the evolving grocery landscape by exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
Event Presentation | September 20, 2023 Premium Groceryshop 2023 “Shark Reef” Startup Pitch: All You Need To KnowOn September 19, 2023, Coresight Research hosted the “Shark Reef” Startup Pitch at Groceryshop 2023. This presentation from the event outlines the competition’s format and judging panel as well as the 12 participating retail-technology innovators. Read More
Insight Report | September 20, 2023 Premium US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See BankruptciesWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko. Read More
Insight Report | September 20, 2023 Free Report Groceryshop 2023 Day One: Startup Pitch Winners, Generative AI, Unified Shopping and MoreWe present insights from the first day of Groceryshop 2023, which helps businesses navigate the evolving grocery landscape, exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
