Event Presentation | August 9, 2018 Premium 2Q2018 Recap and Back-to-School Outlook (Planalytics)2Q18- Retail Update 1. US Retail Sales Accelerate 2. Store Traffic Continues to Decline 3. June Same Store Sales Solid 4. Retailer Revenues: Strong Overall Growth Read More
Insight Report | July 31, 2018 Premium June 2018 US Retail Sales and Traffic: Steady Increase in YoY Total Retail Sales While Store Traffic Continues to DeclineOn a year-over-year basis in June, total retail sales increased by 6.4%, according to the US Census Bureau Read More
Insight Report | July 31, 2018 Premium Quick Take: The Impact of Tariffs on US RetailIn this report, we review the import tariffs imposed by the US and China and their implications on the US retail industry. Read More
Insight Report | July 31, 2018 Premium June 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for June include: Read More
Insight Report | July 30, 2018 Premium US Back-to-School 2018 Retail Outlook: Shoppers Look Ready to SpendThis is the first report in our US Back-to-School series for 2018. Read More
Event Coverage | July 27, 2018 Register for Free Access Tariffs and the Fashion Industry: Key Takeaways from the CFDA’s DiscussionOn Wednesday, July 25, the Coresight Research team attended a discussion hosted by the Council of Fashion Designers of America (CFDA) on the impact of new US tariffs on Chinese-produced goods. Lisa Metcalfe, COO of Pam and Gela, and her husband, James Metcalfe, Senior Vice President of Production and Product Development at Alice and Olivia, walked the audience through how new tariffs could affect the fashion industry. Here, we share our key takeaways from the discussion. Read More
Flash Report | July 19, 2018 Register for Free Access JD.com and L Catterton Asia Invest in Online Luxury Fashion Retailer SecooChina’s largest online retailer JD.com and consumer-focused, private-equity firm L Catterton Asia have invested $175 million in Secoo, the largest online luxury fashion retailer in China. Read More
Insight Report | July 19, 2018 Premium Amazon Prime Day 2018 Wrap-Up: Amazon Announces Another Record Day but Remains Vague on Revenue FiguresAmazon announced that Prime Day 2018 was the “biggest shopping event” in the company’s history, surpassing Black Friday, Cyber Monday and previous Prime Day events. Read More
Insight Report | July 16, 2018 Premium June 2018 US Same-Store SalesCostco’s same-store sales growth accelerated in June versus the same period last year. Buckle, Cato and L Brands all reported comp improvement year over year. Read More
Insight Report | June 28, 2018 Premium Independence Day Spending to Fall, as Fewer Americans Plan to Celebrate in 2018This year, 216 million Americans are planning to celebrate the July 4th holiday, down from 219 million last year, according to the National Retail Federation’s (NRF’s) annual Independence Day survey, which was conducted by Prosper Insights & Analytics. Read More
Insight Report | June 27, 2018 Premium May 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for May include: Read More
Flash Report | June 25, 2018 Register for Free Access US Supreme Court Enables States to Collect Taxes on Online Sales Possibly Levelling the Playing Field in US RetailOn Thursday, June 21, the US Supreme Court ruled that American states have the right to collect taxes on e-commerce sales regardless of the physical location of the online retailer. The decision reversed a 1992 deliberation that granted a defacto tax break for pure-play retailers. Read More
Deep Dive | June 20, 2018 Premium Chinese Demand for Cross-Border E-Commerce Booms but Looming Tax Reforms are a Cloud on the HorizonChinese shoppers’ appetite for imported products continues to grow apace. We review the current state of the cross-border e-commerce market, note the factors supporting demand and look at forthcoming tax changes that will impact cross-border sales. Read More
Insight Report | June 19, 2018 Premium May 2018 US Same-Store SalesSame-store sales for Costco saw an acceleration in May versus the same period last year. Cato, Buckle and L Brands all reported positive May comps, which also accelerated versus the same period last year. Read More
Insight Report | June 15, 2018 Premium May 2018 UK Retail Sales: A Bounceback with Very Strong Volume Growth; Inflationary Pressures EaseWarm May weather prompted British consumers to flock to the shops over the month’s two public holidays, to the benefit of grocery stores, clothing specialists and DIY stores. Read More
