Gated Deep Dives

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Deep Dive | September 21, 2023 Premium

2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates

Coresight 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.

Deep Dive | September 18, 2023 Premium

Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38

We 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.

Deep Dive | September 18, 2023 Premium

Focus on Meaningful Consumption: China Consumer Survey Insights

We 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.

Deep Dive | September 12, 2023 Premium

Fewer Consumers Adjust Shopping Behavior To Cope with Inflation: US Consumer Survey Insights 2023, Week 37

We 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.

Deep Dive | September 11, 2023 Premium

Consumers Return to Stores Without Slowing Online Shopping: China Consumer Survey Insights

We 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.

Deep Dive | September 6, 2023 Premium

Innovator Matrix: Web3 for Retail

As 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.

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 | September 5, 2023 Premium

Mall Visits Slump as Fall Nears: US Consumer Survey Insights 2023, Week 36

We 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.

Market Outlook | September 5, 2023 Premium

Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape

We 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.

Deep Dive | September 4, 2023 Premium

Consumers Focus on Essentials: China Consumer Survey Insights

We assess how consumers are changing their retail behavior as the summer ends. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment.

Deep Dive | September 1, 2023 Premium

US, UK, EU & China Quarterly Economic Update, 2Q23: Consumer Spending Growth Weakens in Many Countries Despite Easing Inflation

The Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the second quarter of 2023, which show slowing consumer spending growth in the US, France and Germany.

Deep Dive | August 30, 2023 Premium

Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

Deep Dive | August 30, 2023 Premium

Who Shops Where? 2023 Shopper Demographics: US Consumer Tracker Extra, August 2023

We examine who shops at different major US retailers for food and nonfood. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses different demographics’ shopping patterns online and in-store.

Deep Dive | August 29, 2023 Premium

Consumer Activity Declines While Shopping Stays Steady: US Consumer Tracker 2023, Week 35

We assess which retailers are benefiting as the summer winds down. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.

Deep Dive | August 28, 2023 Premium

Consumer Caution Grows: China Consumer Tracker

We assess how weakening consumer sentiment is affecting behavior and purchasing trends in China. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment.