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
Insight Report | January 22, 2024 Premium The Bifurcation of the American Mall: The Future of Malls—Part 1The 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 first report, we examine the bifurcation of the American mall. Read More
Store Tracker | January 19, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 3: Greggs To Open 140 Stores in the UKOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Barnes & Noble and Greggs, among others, and summarizes openings and closures in 2023. Read More
Store Tracker | January 18, 2024 Premium Store Openings and Closures 2023 Review and 2024 Outlook: US and UK Store Tracker Extra—InfographicThis infographic summarizes key data on store closures and openings in the US and the UK for calendar 2023 and our projections for 2024, accompanying our yearly research report on the topic. Read More
Store Tracker | January 18, 2024 Premium US and UK Store Tracker Extra: Store Openings and Closures 2023 Review and 2024 OutlookWe provide our yearly review of store closures and openings in the US and the UK. We review calendar 2023, breaking the counts down by sector, and present our projections for 2024. For the US, we also provide estimated square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases. Read More
Event Coverage | January 16, 2024 Premium Day Two at NRF 2024: Retail’s Big Show—Supply Chains and Sustainability Take Center StageWe present highlights from the second day of NRF 2024: Retail’s Big Show, covering the importance of supply chain transformation, sustainability practices, omnichannel experiences and workforce planning in the evolving retail landscape. Read More
Deep Dive | January 16, 2024 Premium Consumers Report Financial Stability Entering the New Year: US Consumer Survey InsightsDive into consumer financial health after the holiday peak. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
