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October 2021 Monthly Consumer Update

Analyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets.

Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.

Food Insecurity in the US: Five Key Trends

The Covid-19 pandemic has led to a severe and widespread increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits.

Not Your Regular Mall-Based Stores: Part Three—Solving for Online Fulfillment Challenges

Although multichannel fulfillment services are attractive to customers, there are many challenges for retailers in offering these options. Leveraging proprietary survey findings, Coresight Research and Fillogic explore these challenges and identify how third-party logistics providers support retailers in successfully implementing and realizing the full benefits of mall-based fulfillment services.