Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom 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 American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Market Outlook | November 28, 2022 Premium Market Outlook: Apparel Specialty Retail in the US, the UK and ChinaWe analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators. Read More
Insight Report | November 28, 2022 Premium US, UK, EU & China Quarterly Economic Update, 3Q22: Global Headwinds Give Rise to Economic AmbiguityOur new Quarterly Economic Update discusses macroeconomic indicators from the US, the UK, China and the EU (European Union), breaking out data for France and Germany. We cover GDP, consumer spending and inflation. We look at recently released data for the third quarter of 2022, which show positive GDP growth but depressed consumer spending levels. Read More
Insight Report | November 28, 2022 Premium October 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates Further in October but Strengthens on Black FridayIn 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. October 2022’s data shows traffic growth declined to 4.1% year over year. Read More
Insight Report | November 25, 2022 Premium November 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in October 2022, retail sales growth slowed further in the US, the UK and China. Our Monthly Consumer Update assesses the leading indicators of the health of the consumer economy—wage growth, price changes and retail sales growth—in these three markets. Read More
Insight Report | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. Read More
Market Outlook | November 22, 2022 Premium Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive RetailingConsumer demand in the US furniture and home-furnishings retail market is facing headwinds due to lower consumer disposable income. Our Market Outlook surveys the market size, online market, driving factors, competitive landscape, themes we are watching and innovators. Read More
Insight Report | November 21, 2022 Premium October 2022 UK Retail Sales: Volume Declines Deepen While Value Growth DeceleratesIn October 2022, UK retail sales volumes fell 6.7% year over year while values grew 2.8%. Online sales declined by 7.4%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Deep Dive | November 21, 2022 Premium US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop?US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures. Read More
Insight Report | November 17, 2022 Premium October 2022 US Retail Sales: As Inflation Eases, So Too Does Sales GrowthOctober 2022 US retail sales, excluding gasoline and automobiles, grew 6.4% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Insight Report | November 17, 2022 Premium October 2022 China Retail Sales: Total Sales Decelerate; Most Sectors Report Negative GrowthWe review the latest data for retail sales in China showing that in October 2022, year-over-year sales grew 0.5%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | November 11, 2022 Premium India Retail Insights: The Open Network for Digital Commerce—Supporting Small Sellers and Curbing Digital MonopoliesThe ONDC is an initiative from the Indian government to promote a countrywide open network for e-commerce. We provide an overview of the ONDC, including its objectives, features, network components, opportunities and the challenges it faces. Read More
Market Outlook | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare SolutionsIn this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand. Read More
Deep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023. Read More
Insight Report | November 7, 2022 Register for Free Access US CPG Sales Tracker: Online Grocery Sales Jump by One-QuarterThe 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 2, 2022. Read More
