Insight Report | January 14, 2025 Premium JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailWhat does the launch of Catalyst Brands reveal about broader retail trends? Explore the impacts of the JCPenney merger with SPARC Group on US retail. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Market Outlook | January 3, 2025 Premium Retail 2025: China Retail PredictionsOur annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market. Read More
Insight Report | December 30, 2024 Premium Lowe’s 2024 Investor Conference: Building Growth with a Focus on Pro and LoyaltyHome-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets. Read More
Insight Report | December 24, 2024 Premium December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of December 20, 2024. Read More
Insight Report | December 23, 2024 Premium Party City and Big Lots To Close All Stores: What’s the $100 Billion Elephant in the Room?Two major US retailers, Big Lots and Party City, are closing. Big Lots stated that it will conduct an out-of-business sale following the failure of a deal to sell the company, while Party City plans to close all its stores. We argue that these closures are indicative of an underrecognized pressure on retailers, which we identify as totaling about $100 billion in scale. Read More
Market Outlook | December 23, 2024 Premium Retail 2025: UK Retail PredictionsWhich trends will shape UK retail in 2025 and beyond? Our 2025 outlook presents six key predictions for the UK market, covering GenAI to unified commerce and more. Read More
Market Outlook | December 23, 2024 Premium Retail 2025: India Retail PredictionsWe present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce. Read More
Market Outlook | 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
Market Outlook | 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
Market Outlook | 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