Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Insight Report | March 7, 2024 Premium Generative AI Latest: The Copilots Are Now Flying the PlaneContinuing our Generative AI Latest series, we present recent announcements in the GenAI (generative artificial intelligence) space globally—including new applications and infrastructure, and the launch of new GenAI copilots with advanced capabilities. Read More
Insight Report | March 7, 2024 Premium Data Dive: Global Tech Layoffs—Cyclical or Structural?We review data on layoffs in the global technology industry and pose the question of whether workforce reductions are cyclical, due to a slower economic cycle and a reaction to pandemic-era expansion, or structural, amid the rise of artificial intelligence (AI) and generative AI (GenAI). Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Insight Report | March 5, 2024 Free Report E-Commerce for the Modern Consumer: Building Trust in a Digital AgeGain a competitive edge in e-commerce! Leveraging proprietary survey analysis, we delve into the friction points that translate to shopper journey abandonment, explore how brands and retailers can cultivate loyalty in the digital age, and discuss the importance of the human touch in online shopping. Dive into our critical insights to learn how to meet the expectations of the modern consumer, enhance shopper engagement and boost customer lifetime value. Read More
Market Outlook | March 4, 2024 Premium Research Preview: Market Navigator—UK Retail and E-CommerceWe offer an early look at our forthcoming Market Navigator exploring the UK retail market including e-commerce. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of retailers’ revenues, and explore the competitive landscape. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. Read More
Insight Report | February 29, 2024 Premium February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity for Retail Sales GrowthThe 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 February 23, 2024. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Insight Report | February 26, 2024 Premium Chinese New Year 2024 Review: Revealing Trends Amid Evolving Preferences—China Retail InsightsIn this report, we review the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Insight Report | February 22, 2024 Premium Breathing New Life into the Shopping Experience: The Surge of the Resale Market—China Retail InsightsChina Retail Insights presents our take on current trends in China’s ever-evolving retail landscape. Dive into the world of resale with our insights on two key success stories. Explore proprietary survey insights to understand consumer behavior when it comes to shopping secondhand goods. Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Insight Report | February 15, 2024 Premium January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid GrowthIn January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More