January 7, 2024 Analyst Corner Register for Free Access Weinswig’s Weekly: ’Twas the Night Before CESThis week’s note, “From the Desk of Deborah Weinswig,” looks ahead to CES 2024—from startup showcases to national pavilions like the Israeli Pavilion, and a variety of company meetings and social events, stay tuned for our coverage the event.
January 5, 2024 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 1: Rothy’s Plans To Open 10 US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Harbor Freight Tools and Frasers Group, among others, and summarizes openings and closures in 2023.
January 4, 2024 Market Navigators/Market Outlook 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.
January 3, 2024 Insight Report 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.
January 2, 2024 Deep Dive Databank Members 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.
January 2, 2024 Event Coverage 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.
December 29, 2023 Store Tracker Databank Members 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.
December 28, 2023 Insight Report 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.
December 27, 2023 Insight Report 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.
December 26, 2023 Deep Dive Databank Members 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.
December 26, 2023 Insight Report 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
December 22, 2023 Store Tracker Databank Members 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.
December 21, 2023 Insight Report 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.
December 20, 2023 Insight Report 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.
December 19, 2023 Market Navigators/Market Outlook 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.
