Insight Report | January 30, 2020 Premium Holiday 2019: US Retail Wrap-UpUS retail enjoyed a solid holiday season: Consumers shrugged off concerns and boosted spending healthily over last year. Spending rose despite concerns over the economy, trade issues with China that could have pushed up prices at the register and increasing domestic political uncertainty. Read More
Insight Report | January 29, 2020 Premium December 2019 Monthly Consumer Update: US, UK and ChinaThis month’s economic data from China, the US and the UK was largely positive, although higher gasoline prices in the US pushed up the CPI. But, we still saw strong growth in US retail sales, despite consumers having to spend more on gasoline. Read More
Insight Report | January 21, 2020 Premium December 2019 UK Holiday 2019 Retail Sales and Trading Review: December Recovery Too Modest To Rescue Total Holiday SalesWith soft total growth, UK retail saw a weak 2019 holiday season overall. Beneficiaries of shifts to e-commerce and discount channels were the exceptions. Read More
Insight Report | January 17, 2020 Premium December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged SectorsUS holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains. Read More
Insight Report | January 15, 2020 Premium US Retail Traffic and In-Store Metrics, December 2019: Traffic Decline EasesUS store-based traffic was a mixed bag in December as the late Thanksgiving pushed much holiday spending into the following month. Foot traffic continued to fall, transaction volumes slid but ATV and return rates both improved. Read More
Insight Report | January 14, 2020 Premium December 2019 US Same-Store Sales: Late Cyber Monday Drives Jump in Costco Online SalesDecember same-store sales showed the impact of the late US Thanksgiving—and the shortest possible number of shopping days before Christmas. November was a nail-biter for some retailers, but for most results rebounded in December as major shopping days were pushed into the following month. Read More
Insight Report | January 9, 2020 Premium Estée Lauder Beauty: A Timeline of Key EventsTracking Estée Lauder’s rise to prominence from its founding in 1946 to modern beauty icon and innovator. The company now boasts a portfolio of over 25 prestige brands spanning cosmetics, skincare, haircare and fragrances with annual revenues totaling $14.9 billion in fiscal 2018. Read More
Insight Report | December 26, 2019 Premium November 2019 Monthly Consumer Update: US, UK and ChinaUS, UK and China consumer data shows a mixed bag in prices, wage growth and consumer spending. This report captures the big picture and what it means for retail as we head into the new year. Read More
Insight Report | December 20, 2019 Premium November 2019 UK Retail Sales: Nonfood Sales Turn NegativeUK retail saw a weak start to the holiday season in November 2019, with sales falling in a number of discretionary retail sectors. Read More
Insight Report | December 17, 2019 Premium US Retail Traffic and In-Store Metrics, November 2019: Traffic Decline Steepens Slightly but Black Friday PerformsUS store traffic fell at a faster rate in November than in October. Black Friday outperformed November overall and accounted for the largest portion of traffic during the month but traffic was still down over last year. Read More
Insight Report | December 17, 2019 Premium November 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresUS retail sales growth slowed in November across all sectors as a late Thanksgiving pushed holiday buying late into the month—and Cyber Monday into the following month. US retail sales in November grew at half the rate of October, with department stores faring worst of all sectors. Read More
Insight Report | November 30, 2019 Free Report Holiday 2019: US Black Friday InsightsOn November 29, the Coresight Research team undertook its fifth annual tour of stores for Black Friday. We visited 65 stores of 32 different retailers in the US. In this report, we analyze each store according our proprietary BEST framework for physical retail. Read More
Insight Report | November 27, 2019 Premium October 2019 Monthly Consumer Update: US, UK and ChinaMacro economic indicators from the US, UK and China all seem to point to positive – but growth seems unsteady and although positive there remain areas of concern. This report captures the big picture and what it means for retail as we head into the holidays. Read More
Insight Report | November 18, 2019 Premium October 2019 US Retail Sales: Declines Slow in Clothing and Department StoresUS retail sales grew again in October, but we saw mixed results at clothing specialty retailers, department stores and nonstore retailers Read More
Insight Report | November 15, 2019 Premium October 2019 UK Retail Sales: Online-Only Retailers Continue to Gain Share in E-CommerceUK retail sales were up by 3% year over year in October 2019, according to ONS data. This was slower than in September, likely due in part to further Brexit uncertainty. Online-only retailers grew sales at a double-digit pace to gain share of total UK e-commerce sales. Read More
