Insight Report | November 22, 2023 Premium The 4-5-4 US Retail Calendar, 2024–25The 4-5-4 US retail calendar is a guide to the fiscal year ending February 1, 2025. We note major holidays and calendar events within each week across the year and comparing when these fall to the prior year. Read More
Insight Report | November 22, 2023 Premium Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black FridayWhat’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Deep Dive | November 21, 2023 Premium Consumers Optimistic About the Economy But Inflation Concerns Persist: US Consumer Survey Insights 2023, Week 47We assess consumers’ perceptions of inflation and its likely impacts on holiday retails. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Market Outlook | November 21, 2023 Premium Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic LandscapeWe present our definitive guide on the US consumer packaged goods (CPG) market. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Insight Report | November 20, 2023 Premium Holiday 2023: Help Wanted… or Not. Slow Growth in Planned US Retail HiringWe explore the seasonal hiring plans of major retailers and logistics firms in the US, as well as trends in employment and job-opening levels. Read More
Insight Report | November 20, 2023 Premium What the Ozempic Economy Means for US RetailUS consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel. Read More
Analyst Corner | November 19, 2023 Register for Free Access Weinswig’s Weekly: The Singles’ Day Trifecta—Discounting, Livestreaming and AIThe world’s largest online shopping festival, Singles’ Day, reached its climax last week. Deborah Weinswig, CEO and Founder of Coresight Research, discusses the shopping festival’s performance highlights and its winning combination of discounting, livestreaming and AI (artificial intelligence). Read More
Event Presentation | November 17, 2023 Premium 10 US Consumer and Retail Trends 2024: Insights Presented at Lectra’s Ideation 2023Look at how Coresight Research’s predictions for 2023 played out and dive into our outlook for key trends in US retail in 2024, spanning sustainability, retail media, shrink, generative AI in retail, and more. Read More
Store Tracker | November 17, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 46: Avon Calling!Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Avon and WHSmith, among others. Read More
Event Presentation | November 16, 2023 Premium 10 US Consumer and Retail Trends 2024 Across Four Focus AreasDive into key trends for US retail in 2024 across four focus areas: living well, living better, selling smarter, working smarter. Insights cover sustainability, the Ozempic economy, retail media and more. Read More
Insight Report | November 16, 2023 Premium US and UK Retail Bankruptcies Latest, November 2023: Filings from Z Gallerie, Wiggle and OthersWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wiggle, Z Gallerie and more. Read More
Insight Report | November 15, 2023 Premium October 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales GrowthIn October 2023, US retail sales (excluding gasoline and automobiles) grew 3.1% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | November 15, 2023 Premium Ebook: Discount DecadesOur Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Read More
Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
