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
Insight Report | April 22, 2024 Premium New Sustainability Requirements in Europe—Dragging the Rest of the World Forward?The Corporate Sustainability Reporting Directive (CSRD) is an important piece of regulation that aims to standardize sustainability reporting in the EU and will impact companies all over the world. We examine the timeline by which the CSRD will come into effect, what topics the new standards cover and what companies will be impacted by the CSRD. Read More
Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls. Read More
Insight Report | April 15, 2024 Premium March 2024 US Retail Sales: Growth Moderates But Remains Solid; General Merchandise Stores ReboundIn March 2024, US retail sales (excluding gasoline and automobiles) grew by just over 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | April 12, 2024 Premium 99 Cents Only and Family Dollar Store Closures: Implications from Shopper Profiles and Store LocationsUS discount retailer 99 Cents Only plans to close all stores, while Dollar Tree, Inc. plans to close nearly 1,000 Family Dollar stores in the next several years. We review shopper profiles, store maps and store formats to assess the impacts and opportunities arising from these dollar-store closures. Read More
Insight Report | April 11, 2024 Premium Secondhand Chic: US Fashion Resale Market Growth Driven by Vintage and Luxury Demand; Signs of ProfitabilityDive into the growth trajectory and competitive landscape of the US fashion resale market, exploring proprietary US consumer survey findings to uncover valuable insights on the opportunities for retailers. Read More
Insight Report | April 10, 2024 Premium RetailTech: Connected TV—Bringing the Store to the Comfort of Your SofaConnected TV (also known as CTV) is an exciting new area that is growing in the US and attracting attention for its opportunities for retail. We discuss connected TV and consider Walmart’s recent $2.3 billion offer to acquire consumer-electronics company Vizio. Read More
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period. Read More
Insight Report | April 3, 2024 Premium Shein’s “Supply Chain as a Service”: Reshaping Retail LogisticsOnline fashion behemoth Shein is extending its small-scale, made-to-order model to third-party brands and designers. Explore the implications of the “supply chain-as-a-service (SCaaS)” initiative in this report. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Insight Report | March 28, 2024 Premium March 2024 Leading Indicators of US Retail Sales: Growth To Remain in Mid-Single-Digit Range Amid Rising Consumer SentimentThe 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 March 26, 2024. Read More
Insight Report | March 21, 2024 Premium Zalando Strategy Update 2024: Now Targeting 15% of Europe’s Fashion MarketWe present insights from online fashion giant Zalando’s strategy update in March 2024. What are the company’s B2C and B2B strategies and 2028 targets? Read highlights from its management presentations to find out, and discover our take on the positioning of Zalando in Europe’s fashion market. Read More
Insight Report | March 21, 2024 Premium Data Dive: When Will US Grocery Unit Growth Turn Positive?US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth. Read More
Insight Report | March 14, 2024 Premium February 2024 US Retail Sales: Growth Accelerates—Electronics Stores Rebound; Nonstore Retailers See Strong GrowthIn February 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 14, 2024 Premium Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink. Read More
