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Insight Report | October 5, 2023 Premium

2Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Due to Disciplined Approaches

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q23 and assess how and why levels are changing. This quarter, overall inventory turnover ratios improved for most covered retailers.

Event Coverage | October 5, 2023 Premium

Salesforce Dreamforce 2023: Generative AI, Data Cloud and Commerce Cloud

We present insights from Salesforce’s Dreamforce 2023 conference, held in San Francisco, US, on September 12–14. With a focus on generative AI and cloud computing, we discuss the AI (artificial intelligence) revolution, the company’s Einstein 1 Platform, and more.

Event Coverage | October 4, 2023 Premium

Oracle 2023 Analyst Meeting: Cloud and Database Tech, Generative AI-Powered Cloud Applications, Growth Trajectory

We present insights from Oracle’s 2023 analyst day, held during its CloudWorld conference on September 21, 2023. With a focus on retail and cloud computing, we cover key metrics on Oracle’s Cloud Infrastructure business, the addition of generative AI capabilities to its cloud-app suites, and more.

Store Tracker | October 4, 2023 Premium

US Store Tracker Extra, September 2023: Retailers To Close 73 Million Square Feet of Retail Space in 2023

The US will see 73 million square feet of retail space close in 2023. We detail retailers’ store closure and opening announcements from September 2023, including their square-footage impact.

Deep Dive | October 3, 2023 Premium

September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three Years

We present insights into the US housing market as of the end of September 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the significant decline in new residential construction starts.

Deep Dive | October 3, 2023 Premium

Dollar Stores Retain Their Appeal: US Consumer Survey Insights 2023, Week 40

We assess how dollar stores are benefiting from consumer behavior patterns ahead of the holiday shopping season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | October 3, 2023 Free Report

Groceryshop 2023 Wrap-Up: Exploring the Top Five Themes Driving Grocery Retail Innovation

Groceryshop 2023 took place during September 19–21 in Las Vegas, Nevada, US. In this report, we present our top takeaways from the conference, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023.

Insight Report | October 2, 2023 Premium

US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains Resilient

The 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 August 2023, showing that clothing and footwear spending is up 2.9% year over year

Analyst Corner | October 1, 2023

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Weinswig’s Weekly: Retail Media Networks Present a Challenging but Highly Rewarding Opportunity

This week’s note, “From the Desk of Deborah Weinswig,” discusses how companies can unlock the true potential of retail media, with highlights from a recent proprietary survey of brand advertisers in the CPG sector.

Insight Report | September 29, 2023 Premium

September 2023 Monthly Consumer Update: US, UK and China

Our 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.

Deep Dive | September 29, 2023 Premium

Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights Extra

We 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.

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.

Insight Report | September 28, 2023 Premium

September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday Season

The 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.

Insight Report | September 27, 2023 Premium

August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic Decline

In 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.

Insight Report | September 27, 2023 Premium

Holiday 2023: US Retail Outlook Summary Update

We 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.