Deep Dive | January 8, 2025 Premium High Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering economic expectations over the next 12 months as well as recent holiday shopping data. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Deep Dive | December 24, 2024 Premium Holiday 2024—Christmas Countdown: Amazon and Walmart Dominate Shoppers’ Holiday Picks: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Event Coverage | December 24, 2024 Premium A Guide to What Retailers Should See and Do at CES 2025Plan your time at CES 2025 with our guide to the event. Discover highlights from the CES agenda, covering sessions, keynotes and featured companies. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | December 24, 2024 Premium December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of December 20, 2024. Read More
Deep Dive | December 17, 2024 Premium Holiday 2024—Festive Shoppers Increasingly Focus on Fashion and Food: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Store Tracker | December 13, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 50: Dollar Tree’s Expansion Spree Pushes US Store Openings Closer to 6,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight Dollar Tree’s major expansion, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Five Below and J.Crew, among others. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Deep Dive | December 10, 2024 Premium Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey InsightsDid Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | December 4, 2024 Premium Holiday 2024—Amazon Reigns While Apparel Shines: US Consumer Survey InsightsAmazon attracts holiday shoppers. We analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Deep Dive | December 3, 2024 Premium Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics. Read More
Insight Report | November 29, 2024 Premium US Black Friday 2024: Early Read—Moderate Early-Morning Footfall Bears Out the Reinvention of Black FridayToday, the Coresight Research team is undertaking its annual Black Friday store tours, visiting the stores of more than 40 different retailers across the US. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels. Read More
Deep Dive | November 26, 2024 Premium Holiday 2024—Festive Fever as Holiday Shopping Heats Up: US Consumer Survey InsightsMore shoppers join the festive fun! We analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
