Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More
Insight Report | September 27, 2023 Premium Holiday 2023: US Retail Outlook Summary UpdateWe highlight our latest thinking on the prospects for US holiday retailing, as of September 2023, covering consumer survey data, inflation data and insights on how consumers are spending. Read More
Insight Report | September 26, 2023 Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings. Read More
Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn August 2023, UK retail sales (excluding automotive fuel) grew 6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Insight Report | September 25, 2023 Premium Generative AI Latest: The EU Digital Services Act, Conversational AI and VMware Explore 2023Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the EU’s new Digital Services Act, the ways conversational AI is reshaping retail customer service, and new solutions announced at VMware Explore 2023. Read More
Insight Report | September 20, 2023 Premium US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See BankruptciesWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko. Read More
Insight Report | September 14, 2023 Premium August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales GrowthIn August 2023, US retail sales (excluding gasoline and automobiles) grew 3.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | September 13, 2023 Premium Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion DealKroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations. Read More
Insight Report | September 7, 2023 Premium US CPG Sales Tracker: Health & Beauty Category Helps Sustain Mid-Teens Online CPG GrowthThe 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 & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended May 21, 2023. Read More
Insight Report | September 7, 2023 Premium BEST at Retail: Experiences—Consumer Centricity Boosts EngagementIn our BEST at Retail series, Coresight Research examines how brands employ the elements of the BEST framework in their online and offline stores. In this second report, we offer strategies that companies can adopt to create engaging in-store experiences and glean insights from recent store visits. Read More
Insight Report | September 5, 2023 Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales DeclineOur 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 September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below. Read More
Insight Report | September 1, 2023 Premium US CPG Sales Tracker: Food & Beverages Category Supports Sustained Mid-Teens CPG E-Commerce GrowthThe 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 & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended July 16, 2023. Read More
Insight Report | September 1, 2023 Premium US CPG Sales Tracker: Food & Beverages Category Drives Online CPG Growth’s Sequential ImprovementThe 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 & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended June 18, 2023. Read More
