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Deep Dive | December 4, 2023 Premium

November 2023 US Housing Market Indicators: Mortgage Rates Ease

We present insights into the US housing market as of the end of November 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal an easing of the recent rapid growth in mortgage rates.

Deep Dive | November 3, 2023 Premium

October 2023 US Housing Market Indicators: Elevated Mortgage Rates Push Housing Sentiment Even Lower

We present insights into the US housing market as of the end of October 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.

Deep Dive | October 31, 2023 Premium

Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.

Deep Dive | October 3, 2023 Premium

September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three Years

We 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.

Deep Dive | September 6, 2023 Premium

August 2023 US Housing Market Indicators: Mortgage Rate Increases to Highest in Over 21 Years

We 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.

Deep Dive | August 3, 2023 Premium

July 2023 US Housing Market Indicators: Third Consecutive Month of Strong Sales Growth for New Homes

We present insights into the US housing market as of the end of July 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a continued rise in new home sales on a year-over-year basis.

Deep Dive | July 31, 2023 Premium

Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST Framework

We analyze the US home and home-improvement retail sector through the lens of the Coresight Research BEST framework, providing notable examples of BEST in action across the framework’s four components.

Deep Dive | July 4, 2023 Premium

June 2023 US Housing Market Indicators: New Home Sales Continue To Shine

We present insights into the US housing market as of the end of June 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a continued rise in new home sales.

Event Coverage | June 28, 2023 Premium

Home Depot Investor and Analyst Conference 2023: Three Key Growth Opportunities

The Coresight Research team attended Home Depot’s Investor and Analyst Conference, held on June 13, 2023. We present insights on the company’s three key growth opportunities for 2023 and beyond.

Deep Dive | June 15, 2023 Premium

Exploring International Home and Home-Improvement Sector Retailing in the UAE

We explore how US-based and international home and home-improvement retailers are adapting ther strategies to operate in the United Arab Emirates, drawing on data from Statista and the UN and the Coresight Research team’s interviews with retail executives and customers in the UAE.

Deep Dive | June 1, 2023 Premium

May 2023 US Housing Market Indicators: Sharp Rise in New Home Sales

We present insights into the US housing market as of the end of May 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden rise in new home sales.

Deep Dive | May 15, 2023 Premium

April 2023 US Housing Market Indicators: All Home Sales See Year-Over-Year Declines

We present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show year-over-year declines in home sales, with pending homes taking the most significant blow.

Weinswig’s Weekly | May 7, 2023

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Weinswig’s Weekly: How US Shoppers Choose a Home-Goods Retailer

In the wake of Bed Bath & Beyond filing for bankruptcy protection, this week’s note, “From the Desk of Deborah Weinswig,” reviews new data on US shopper preferences when selecting a home or home-improvement retailer.

Deep Dive | April 28, 2023 Premium

Home and Home-Improvement Retail: Key Factors Influencing US Shoppers

Using proprietary survey data, we analyze the top five factors customers consider when choosing a specialist retailer in the US home and home-improvement sector. We also explore examples of specialist retailers meeting these factors, showcasing what retailers can do to meet customer expectations and preferences.

Insight Report | April 28, 2023 Premium

Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?

We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy.