Deep Dive | January 11, 2023 Premium Livestreaming in Western Markets: A Beauty Renaissance Is on the HorizonAs part of our Livestreaming in the West series, we delve into current trends and future opportunities in livestreaming e-commerce in beauty, leveraging proprietary survey data. Read More
Deep Dive | January 11, 2023 Premium Global Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges RemainWe analyze the global fast-fashion market, including growth factors, the competitive landscape and key themes. Although the market is poised for growth, companies are facing sustainability challenges. Read More
Deep Dive | January 10, 2023 Premium US Consumer Tracker: More Consumers Get Out and AboutWe examine US shopper behavior through the holiday season. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | January 10, 2023 Premium Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic VolatilityIn this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape. Read More
Deep Dive | January 6, 2023 Premium December 2022 US Housing Market Indicators: Pending, Existing and New Home Sales All Decline as Affordability Gap WidensWe examine 10 indicators to assess the health of the US housing market in our monthly report. The most recent data show that affordability and home sales continue to drop. Read More
Deep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Deep Dive | January 4, 2023 Premium Food Insecurity in the US: Five Key TrendsThe back-to-back disruptions of the Covid-19 pandemic, high grocery inflation and a potential recession have led to a severe and lasting increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits. Read More
Deep Dive | January 3, 2023 Premium US Consumer Tracker: Shoppers Weigh Holiday Needs Against Health and Weather ConcernsWe examine US shopper behavior ahead of and over the holiday season. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | December 28, 2022 Premium E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in DemandThe e-commerce market for US furniture and home furnishings decelerated in 2022. We analyze the market size, factors, competitive landscape, themes we are watching and innovators. Read More
Deep Dive | December 21, 2022 Premium US Fashion Resale Market: E-Commerce and Luxury Capture Greater ShareWe analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability. Read More
Deep Dive | December 20, 2022 Premium Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market GrowthIn this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 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. Read More
Deep Dive | December 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Read More
Deep Dive | December 20, 2022 Premium US Consumer Tracker: Shoppers Turn to Stores We examine US shopper behavior as the holiday approaches. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | December 19, 2022 Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label. Read More
