Insight Report | December 29, 2022 Premium December 2022 Leading Indicators of US Retail Sales: Mid-Single-Digit Sales Growth Expected Despite Economic UncertaintyThe 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 December 20, 2022. Read More
Insight Report | December 29, 2022 Premium November 2022 China Retail Sales: Sales Slump as Most Sectors DeclineWe review the latest data for retail sales in China showing that in November 2022, year-over-year sales declined by 5.6%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | December 21, 2022 Register for Free Access US CPG Sales Tracker: Online Growth Slows to Mid-Teens RangeThe Coresight Research and IRI 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. Read More
Insight Report | December 21, 2022 Premium Countdown to Holiday 2022: Holiday Homestretch—Key Insights into US Consumer Behavior, Traffic and MoreCoresight Research takes stock of the latest metrics on US holiday trading, including in our survey data and shopper traffic data. Read More
Insight Report | December 20, 2022 Premium November 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic DeclinesIn our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. November 2022’s data shows traffic declined by 0.9% year over year. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 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. Read More
Insight Report | December 20, 2022 Premium November 2022 UK Retail Sales: Volumes Remain Deeply Negative but Some Sectors See Value Growth StrengthenIn November 2022, UK retail sales volumes fell 6.1% year over year while values grew 3.1%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | December 16, 2022 Premium November 2022 US Retail Sales: Holiday Growth SlowsNovember 2022 US retail sales, excluding gasoline and automobiles, grew 5.4% year over year. Using data from the US Census Bureau, we look at how different sectors performed. Read More
Insight Report | December 14, 2022 Register for Free Access US CPG Sales Tracker: Health and Beauty Drives Online Growth SlowdownThe Coresight Research and IRI 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. In this free report, we present key insights from the four weeks ended October 30, 2022. Read More
Insight Report | December 14, 2022 Premium Livestreaming Latest, December 2022: Live Shopping Takes Black Friday by StormAs part of our Livestreaming Latest series, we present recent developments and notable trends in the global livestreaming space, including livestreaming during Black Friday. We offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | December 8, 2022 Premium Head-to-Head in Luxury: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion. Read More
Insight Report | December 7, 2022 Premium Countdown to Holiday 2022: What We Know So Far, Including Black Friday and Cyber Monday LearningsWe discuss retail performance during the Black Friday weekend and offer learnings for the 2022 holiday season and the retail environment in general. We cover retail’s trajectory, consumer shopping behavior, store traffic trends, online sales and more. Read More
Deep Dive | December 6, 2022 Premium Global Retail in 2023: Five Forces, Five TrendsOur flagship annual report outlines our trend expectations for the year ahead in retail globally. We discuss five forces set to impact global retail in 2023–including high inflation and interest rates—and reiterate our RESET framework for retailers to respond to short-term consumer needs while securing longer-term success. Read More
Insight Report | December 6, 2022 Premium Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others. Read More
Deep Dive | December 5, 2022 Premium 2023 Retail and Technology Outlook: Facing into the HeadwindsKicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Read More
