Insight Report | September 12, 2024 Premium Luxury Retailing—US Real Estate Insights: Contrasting Expansion and Consolidation TrendsBuilding on our Market Navigator on global luxury retailing, we examine data on selected brands’ store traffic, store closures and store openings to understand the evolving real estate landscape in the US luxury market. Read More
Insight Report | September 11, 2024 Premium RetailTech: Electronic Shelf Labels—A Boon or Burden for Consumers?Consumers and regulators are concerned about retailers’ use of electronic shelf labels (ESLs) with dynamic pricing to implement surge pricing and gouge already price-weary consumers. Understand the hype around Walmart’s announcement to roll out ESLs, and discover the benefits of the technology for retailers, consumers and the environment. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Insight Report | August 26, 2024 Premium The High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury RetailingBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits of innovative solutions for product authentication, loss prevention, inventory management and more. Read More
Insight Report | August 26, 2024 Premium US CPG Sales Tracker: CPG E-Commerce Registers Highest Growth Rate Since August 2022In partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of mid-August 2024, covering food & beverage, health & beauty, and general merchandise & homecare. Read More
Insight Report | August 22, 2024 Premium August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024The 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 August 19, 2024. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Insight Report | August 15, 2024 Premium July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024In July 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year, one of the highest rates of the year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | August 15, 2024 Premium Retail Shrink and ORC: Spotlight on Shoplifting—Theft Rates and Responses in the US and the UKContinuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments in shrink from the UK and the US, as well as recent earnings commentary from major retailers in Canada, Europe and the US. Read More
Insight Report | August 13, 2024 Premium Earnings Insights 2Q24, Week 3: Clorox, Floor & Decor and Under Armour Among the Many Companies Reporting Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 11, 2024, including Amazon, Clorox, CVS Health, Hanesbrands, Ralph Lauren and Under Armour, among others. Read More
Insight Report | August 12, 2024 Premium China Retail Insights: Countdown to Singles’ Day 2024, Three Months To Go—Brands Connect with Shoppers Through AI and LivestreamingHow are brands and online platforms in China successfully engaging with shoppers? Ahead of the Singles’ Day shopping festival, explore four pivotal trends shaping China’s fiercely competitive e-commerce landscape, from AI (artificial intelligence) to livestreaming. Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. Read More
Insight Report | August 1, 2024 Premium US CPG Sales Tracker: Online CPG Growth Decelerates as Beauty E-Commerce Turns Negative AgainIn partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of mid-July 2024, covering food & beverage, health & beauty, and general merchandise & homecare. Read More
Insight Report | July 31, 2024 Premium Amazon Prime Day India 2024: Wrap-Up—Flagship Event Delivers Record Member EngagementAmazon India held its eighth annual Prime Day sale on July 20–21, 2024. We present insights into Prime Day India 2024 based on our observations of the event and metrics released by Amazon India via a company statement. Read More
