Deep Dive | October 3, 2023 Premium September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three YearsWe 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. Read More
Deep Dive | October 3, 2023 Premium Dollar Stores Retain Their Appeal: Consumer Survey Insights 2023, Week 40We assess how dollar stores are benefiting from consumer behavior patterns ahead of the holiday shopping season. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 2, 2023 Premium Consumers Turn Away From Socializing: China Consumer Survey InsightsWe assess Chinese consumers’ changing behaviors and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment. Read More
Deep Dive | September 29, 2023 Premium Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWe 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. Read More
Deep Dive | September 26, 2023 Premium Fall Shopping and Activity Has Arrived: US Consumer Survey Insights 2023, Week 39We examine changes in US consumer behavior and activity as the seasons change and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 25, 2023 Premium Essentials In-Store, Discretionary Online: China Consumer Survey InsightsWe assess Chinese consumers’ bifurcating shopping behavior. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | September 18, 2023 Premium Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38We focus on US consumers’ financial health and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 18, 2023 Premium Focus on Meaningful Consumption: China Consumer Survey InsightsWe assess how meaningful consumption impacts Chinese consumers shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | September 12, 2023 Premium Fewer Consumers Adjust Shopping Behavior To Cope with Inflation: US Consumer Survey Insights 2023, Week 37We assess how US consumers are responding to inflation in retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 11, 2023 Premium Consumers Return to Stores Without Slowing Online Shopping: China Consumer Survey InsightsWe assess Chinese consumers’ new blended shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | September 6, 2023 Premium Innovator Matrix: Web3 for RetailAs part of our Innovator Matrix series, which identifies the next generation of retail innovators across key technology segments, we analyze, evaluate and score the top 10 companies in the US Web3 space. Areas of innovation include infrastructure, payments and security/compliance. Read More
Deep Dive | September 6, 2023 Premium August 2023 US Housing Market Indicators: Mortgage Rate Increases to Highest in Over 21 YearsWe present insights into the US housing market as of the end of August 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the impacts of a high mortgage rate. Read More
Deep Dive | September 5, 2023 Premium Mall Visits Slump as Fall Nears: US Consumer Survey Insights 2023, Week 36We assess US consumers’ engagement with mall-based retail as fall nears. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Market Outlook | September 5, 2023 Premium Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing LandscapeWe present our definitive guide on the US retail and e-commerce market. In this Market Navigator report, we explore the market’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes we are watching and retail innovators in the space. Read More