Infographic | May 24, 2024 Premium Three Data Points We’re Watching This WeekFrom US consumer sentiment to retail sales figures for the US and Japan, discover key data points we are watching in week 21 of 2024. Read More
Insight Report | May 23, 2024 Premium May 2024 US Retail Sales Outlook: Retail Sales Growth To Slow Slightly Before ImprovingThe monthly Coresight Research US Retail Sales Outlook (formerly 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 May 20, 2024. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
Insight Report | May 16, 2024 Premium Retail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade HighContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from Australia, New Zealand, the UK and the US. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Read More
Insight Report | May 15, 2024 Premium April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers ReboundIn April 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | May 14, 2024 Premium RetailTech: Frictionless Check-In—Seamless Shopping Starts with Store Entry Through Biometrics and MoreThe path to seamless shopping begins at store entry. What technologies can checkout-free stores use to achieve frictionless check-in? We discuss credit-card scanning, biometrics and more. Read More
Insight Report | May 14, 2024 Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others. Read More
Insight Report | May 13, 2024 Premium Walmart To Shut Down Health Centers and Virtual Care Services—Exploring The Reasons and ImplicationsOn April 30, 2024, Walmart announced that it plans to close all its Walmart Health centers and stop offering virtual care services. We explore the reasons behind Walmart’s recent decision and the implications of the decision on retailers across the US. Read More
Insight Report | May 10, 2024 Premium China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To KnowSingles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment. Read More
Insight Report | May 7, 2024 Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others. Read More
Insight Report | May 2, 2024 Premium The FTC Challenges Tapestry’s Acquisition of Capri: An Analysis of Market Impact and Consumer ChoiceThe US Federal Trade Commission (FTC) has sued to block Tapestry’s acquisition of Capri Holdings. How would the proposed deal impact global luxury retail competition and consumer choice? We explore the merger’s implications and consider the FTC’s claims, leveraging proprietary US consumer survey analysis. Read More
Insight Report | May 2, 2024 Premium RetailTech: Frictionless Checkout—The Eye in the Sky Makes Shopping a BreezeHow is “Just Walk Out” technology progressing? Discover developments and trends in AI (artificial intelligence), RFID (radio-frequency identification), computer vision and more that are enabling frictionless checkout at retail stores. Read More
Insight Report | April 30, 2024 Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others. Read More
Insight Report | April 24, 2024 Premium RetailTech: RFID Is the Technology That Keeps on Giving to Retailers (and Associates and Consumers)RFID (radio-frequency identification) enables inventory accuracy, but what else does it offer? Discover the technology’s numerous benefits—for retailers, associates and consumers—in this report. Read More
Insight Report | April 22, 2024 Premium April 2024 US Retail Sales Outlook: Projecting Low-Single-Digit Growth Amid Growing Disposable IncomeThe 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 April 19, 2024. Read More