Insight Report | May 4, 2022 Premium US and China Quarterly Economic Update, 1Q22: Supply Chain Challenges and Covid-19 Lockdowns Result in Troublesome First QuarterOur Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the first quarter of 2022, which show GDP shrinkage in the US and further slowdown in growth momentum in China. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Insight Report | April 26, 2022 Premium April 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | April 25, 2022 Free Report The Inflation Pressure Cooker: How North American Consumers Are RespondingAfter two years of pandemic-induced upheaval, shoppers and retailers are now grappling with decades-high inflation. Leveraging proprietary survey data, we discuss changing consumer habits and preferences amid the recent inflationary surge and analyze consumer expectations around spending. This free report is sponsored by Afterpay. Read More
Insight Report | April 22, 2022 Premium March 2022 UK Retail Sales: Volumes Slump as Inflation Finally Hits Consumers’ PocketsIn March 2022, UK retail sales volumes fell 2.5% year-over-year while online sales declined by 20.6%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | April 20, 2022 Premium March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 MonthsWe review the latest data for retail sales in China showing that in March 2022 year-over-year sales declined while online sales accelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | April 19, 2022 Premium India Retail Insights: Retail and Retail-Tech—Upcoming IPOs in 2022As part of our India Retail Insights series, we examine upcoming initial public offerings (IPOs) in India in the retail and retail-tech sectors and discuss key reasons for the recent rise in India’s IPO activity. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 16.5%In March 2022, total US nonfood store traffic increased by 16.5% year over year, lower than February’s growth of 31.9% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Sales: Forty-Year High Inflation Squeezes Discretionary SpendingMarch 2022 US retail sales, excluding gasoline and automobiles, grew by 4% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Event Coverage | April 11, 2022 Register for Free Access World Retail Congress 2022 Wrap-Up: Major Themes—Metaverse, Values, Sustainability, Consumer and MacroWe present the major themes from World Retail Congress 2022, held on April 5–7, covering the metaverse in retail, a renewed focus on company values, retailers’ approaches to sustainability, consumer-centric strategies and macro factors. Read More
Deep Dive | April 7, 2022 Premium US Consumer Tracker Extra: Inflation Reactions and Grocery TrendsWith high inflation in US grocery, we examine shoppers’ perceptions of price rises and how they are changing their behavior as a result, with breakdowns by income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Event Coverage | April 6, 2022 Register for Free Access World Retail Congress 2022 Day One: Macroeconomic Impacts on Retail, Sustainability in Fast Fashion and MoreWe present our top insights from the first day of World Retail Congress 2022 on April 5, covering macroeconomic impacts on retail and sustainability in fast fashion, as well as reflections from retail legend Ron Johnson and more. Read More
Deep Dive | April 6, 2022 Premium Head-to-Head in US Off-Price Retail: Ross Stores vs. TJX MarmaxxRoss Stores and TJX Marmaxx are the two largest players in the US off-price sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, store fleets, supply chain capabilities and more. Read More
Insight Report | April 5, 2022 Premium India Retail Insights: Supply Chain Disruption and Strategies To Address ChallengesAs part of our India Retail Insights series, we examine supply chain woes impacting retail—primarily caused by the Covid-19 pandemic and the Russia-Ukraine war—and discuss how retailers can address disruption. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
