Insight Report | February 21, 2023 Premium US, UK, EU & China Quarterly Economic Update, 4Q22: Decelerating Indicators Point Toward Economic SlowdownThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the fourth quarter of 2022, which show depressed consumer spending levels in the UK, France and Germany, and softening growth in the US. Read More
Deep Dive | February 21, 2023 Premium Innovator Matrix: Last-Mile DeliveryThis is the first report in our new Innovator Matrix series, which identifies the next generation of retail innovators across key technology segments. In this report, we analyze, evaluate and score the top 10 companies in the US last-mile delivery sector, with areas of innovation including robotics, delivery management and warehousing. Read More
Insight Report | February 20, 2023 Premium 2023 US Tax Tracker #1: IRS Issues $15.7 Billion in Refunds, Up by Almost Two-ThirdsIn our first report of the US tax-filing season this year, we look at what has happened so far (as of February 3, 2023) in terms of returns filed and processed, and total and average refunds returned. Read More
Insight Report | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week features highlights from Crocs and Herbalife Nutrition. Read More
Analyst Corner | February 19, 2023 Register for Free Access Weinswig’s Weekly: Growing Signs of Economic OptimismThis week’s note, “From the Desk of Deborah Weinswig,” looks at bright spots in the global economic outlook, with highlights from the US, China and the UK. Read More
Store Tracker | February 17, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 7: UK Openings Up 46%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Ashley HomeStore, Iceland, Lidl and under Armour, among others. Read More
Insight Report | February 16, 2023 Premium January 2023 US Retail Sales: Most Sectors See Positive Year-over-Year Sales GrowthIn January 2023, US retail sales (excluding gasoline and automobiles) grew 4.7% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | February 16, 2023 Free Report CGI and 3D Product Imagery: The Future of Visual Merchandising in E-CommerceComputer-generated imagery (CGI), also known as 3D rendering, can provide a competitive advantage for retail companies in producing and managing product visuals for e-commerce. Leveraging proprietary survey findings, we analyze current challenges in online visual merchandising and the benefits of CGI. This free report is sponsored by Nfinite. Read More
Event Coverage | February 16, 2023 Premium Fashinnovation’s Worldwide Talks 8: Entrepreneurship, Sustainability and Technology To Drive Fashion in 2023A member of the Coresight Research team attended and spoke at Fashinnovation’s Worldwide Talks 8, a day-long, invitation-only event held in New York City on February 7. We present key themes and ideas presented during the event. Read More
Deep Dive | February 15, 2023 Free Report Retail Challenges Drive Edge Technology InvestmentRetailers must find ways to grow revenues and improve efficiency despite facing brisk headwinds. We leverage proprietary findings to explore the impacts of various business components on retailers’ revenues and assess their in-store tech investment levels. This free report is sponsored by VMware. Read More
Insight Report | February 14, 2023 Premium Global Economic Outlook Looking More Positive: What’s NewIn recent weeks, conversations, forecasts and data around global economic growth have generally turned more positive. We discuss recent economic metrics, projections and discussions, with a focus on the US, China and the UK. Read More
Deep Dive | February 14, 2023 Premium US Consumer Tracker: Inflation Awareness Reaches Record HighConsumer awareness of inflation has reached a record high. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Capri Holdings, Coty, CVS Health and more. Read More
Company Profile | February 13, 2023 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Analyst Corner | February 12, 2023 Register for Free Access Weinswig’s Weekly: Roblox and Fortnite Set the Stage for the Developing MetaverseThis week’s note, “From the Desk of Deborah Weinswig,” discusses how fashion brands and retailers can launch in the metaverse of today through established pre-Web 3.0 platforms Roblox and Fortnite. Read More