Insight Report | December 20, 2024 Premium US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover directional market insights and themes to watch in online retailing in China and the US in 2025. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics. Read More
Insight Report | December 19, 2024 Premium Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta BeautyWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty. Read More
Insight Report | December 19, 2024 Premium Holiday 2024: US Holiday Retail Homestretch—Retail Resilience; Temu in Top 10; Positive Traffic TrendsWe review what we have learned so far on retail demand in the US this holiday season, drawing on proprietary survey data, company reports, shopper traffic data and sector-level retail sales figures. Read More
Insight Report | December 18, 2024 Premium US CPG Sales Tracker: Beauty Leads November’s E-Commerce SlowdownThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended December 1, 2024. Read More
Insight Report | December 18, 2024 Premium November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday DemandIn November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | December 17, 2024 Premium US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive GrowthDiscover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics. Read More
Insight Report | December 17, 2024 Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics. Read More
Insight Report | December 17, 2024 Premium US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on ProDiscover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more. Read More
Insight Report | December 16, 2024 Premium Global Luxury—Retail 2025 Sector Outlook: A Year of Recovery, with Soft Luxury and China Gaining ShareDiscover directional market insights and themes to watch in global luxury retailing in 2025. We touch on M&A (mergers and acquisitions), geopolitical tensions, resale and more. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Insight Report | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More
Insight Report | December 12, 2024 Premium US Apparel and Footwear—Retail Outlook 2025: Low-Single-Digit Growth Expected, with E-Commerce Capturing ShareDiscover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur 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 8, 2024, including Dollar Tree and Kroger, among others. Read More
Insight Report | December 11, 2024 Premium US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty OutperformanceDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on sustainability, store closures, private-label offerings, expansive business models and more. Read More
Insight Report | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More