Insight Report | July 18, 2023 Premium June 2023 US Retail Sales: Higher Wages and Slower Inflation Drive Moderate Retail Sales GrowthIn June 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
Deep Dive | July 18, 2023 Premium Amazon Shines Ahead of Prime Day: US Consumer Tracker 2023, Week 29We assess US consumer behavior ahead of Amazon’s Prime Day and amid slowing inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 11, 2023 Premium Surprisingly Muted Fourth of July Build-Up: US Consumer Tracker 2023, Week 28We assess how US consumers spent and prepared ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 4, 2023 Premium June 2023 US Housing Market Indicators: New Home Sales Continue To ShineWe present insights into the US housing market as of the end of June 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a continued rise in new home sales. Read More
Deep Dive | July 4, 2023 Premium In-Store Shopping Thrives: US Consumer Tracker 2023, Week 27We assess how US consumer behavior is shifting ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, as well as our four-weekly check on consumers’ perceptions of and reactions to inflation. Read More
Insight Report | July 3, 2023 Premium US Apparel and Beauty Spending Tracker, May 2023: Clothing, Footwear and Beauty Spending Growth All Moderate FurtherThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from May 2023, showing that clothing and footwear spending is up 1.7% year over year Read More
Insight Report | June 29, 2023 Premium Holiday 2023: Early US Retail OutlookWe launch our coverage of the 2023 holiday season in US retail with an early look at the likely trajectory in retail demand in the end-of-year peak. We present our retail sales growth projections and discuss consumer sentiment, inflation, inventory and more. Read More
Insight Report | June 29, 2023 Premium June 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. We examine the latest data as of June 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Deep Dive | June 28, 2023 Premium Seasonal Shopping, 3Q23—Holidays Preview: US Consumer Tracker Extra, June 2023We examine seasonal shopping in 2Q23 and look ahead to the major holidays of 3Q23. This US Consumer Tracker Extra report takes a deeper dive into our weekly survey data and assesses holiday shopping for Mother’s Day, Easter and Memorial Day before looking ahead to the Fourth of July, Labor Day and Amazon’s Prime Day. Read More
Deep Dive | June 27, 2023 Premium Shoppers Enter “Summer Mode”: US Consumer Tracker 2023, Week 26We assess how US consumer behavior is evolving as summer begins in earnest. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | June 26, 2023 Premium May 2023 UK Retail Sales: Total Sales Post Strongest Growth in a YearIn May 2023, UK retail sales (excluding automotive fuel) grew 8% 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 | June 23, 2023 Premium June 2023 Leading Indicators of US Retail Sales: Total Gains To Be in the Low Single Digits Due to Flat Disposable Income 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 June 19, 2023. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 22, 2023 Premium May 2023 China Retail Sales: Growth Eases, Breaking Upward MomentumWe review the latest data for retail sales in China, showing that in May 2023, year-over-year sales grew 11%. Our report analyzes retail sales in total and by sector. Read More
