Market Outlook | January 4, 2024 Premium Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount StoresThis Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period. Read More
Deep Dive | January 2, 2024 Premium In-Store Food and Beverage Shopping Receives Festive-Season Boost: US Consumer Survey Insights 2023, Week 53We reveal which retailers and categories saw a holiday boost. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Event Coverage | January 2, 2024 Premium CES 2024 Preview: AI Will Be Everywhere in Las VegasCES 2024 will be held on January 9–12 in Las Vegas. Coresight Research previews our coverage of the event, and the topics we expect to dominate the conference, including artificial intelligence and tech’s proliferation into other sectors. Read More
Store Tracker | December 29, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 52: US Store Openings Pass 5,500Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from NIKE and Versace, among others, and previews retailers’ plans for 2024. Read More
Insight Report | December 28, 2023 Premium December 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 December 22, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | December 27, 2023 Premium December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024The 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 December 22, 2023. Read More
Deep Dive | December 26, 2023 Premium Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | December 26, 2023 Premium US Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear SpendingThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from November 2023, showing that clothing and footwear spending growth increased to 2.8% year over year Read More
Store Tracker | December 22, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 51: Previewing Plans for 2024—Dollar General (US) and Asda (UK) To Lead Store OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Michaels and Asda, among others, and previews retailers’ plans for 2024. Read More
Insight Report | December 21, 2023 Premium Macy’s $5.8 Billion Buyout Bid: A Symphony of Risk and OpportunityTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Read More
Insight Report | December 20, 2023 Premium Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This SeasonAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data. Read More
Market Outlook | December 19, 2023 Premium US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally RecoverDiscover the prospects for US home and home-improvement retail (comprising furniture, home furnishings and home improvement) in 2024, as well as themes to watch in the sector. Read More
Deep Dive | December 19, 2023 Premium Consumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51We assess how consumer confidence is shifting as the holiday shopping peak nears. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | December 18, 2023 Premium Consumer Confidence During the Holiday Season—Analyzing Changes by Demographic: US Consumer Survey Insights ExtraWe assess how consumer confidence in the US is evolving over the holiday season so far. This US Consumer Survey Insights Extra report takes a deeper dive into consumers’ expectations for their own finances and the economy as a whole, broken down by income and age group. Read More
