Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur 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 Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. 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 18, 2022 Premium Singles’ Day 2022: Making an Impact Around the WorldSingles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China. 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 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Deep Dive | November 14, 2022 Premium What Is Clean Beauty? Deciphering the Elusive CategoryWe explore clean beauty, including its history and current landscape, what will come next for the category and how it aligns with the Coresight Research RESET framework. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Insight Report | October 31, 2022 Premium US Apparel and Beauty Spending Tracker: September 2022 Clothing and Footwear Spending Up 3.5% Year over YearThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from September 2022, showing that clothing and footwear spending is up 3.5% year over year. Read More
Insight Report | October 31, 2022 Premium September 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 5.7%In 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. September 2022’s data shows traffic grew 5.7% year over year. Read More
Insight Report | October 24, 2022 Premium September 2022 UK Retail Sales: Deepest Real Declines for 30+ YearsIn August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | October 18, 2022 Premium September 2022 US Retail Sales: Growth Slows as Inflation ModeratesSeptember 2022 US retail sales, excluding gasoline and automobiles, grew 7.0% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Insight Report | October 13, 2022 Premium Livestreaming Latest, October 2022: Creative Live Shopping Campaigns To Elevate the Holiday SeasonAs part of our Livestreaming Latest series, we present recent developments and notable trends in the global livestreaming space—covering continued success of the format in China, increased adoption of in-store livestreaming, and live shopping initiatives ahead of the holiday season. We offer examples of recent livestreaming events from retail companies globally. Read More
Market Navigators/Market Outlook | October 10, 2022 Premium US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-CareIn this report, we discuss the performance and trajectory of the personal care category within the US consumer packaged goods (CPG) sector. We also cover factors impacting the category, the competitive landscape and themes we are watching in 2022 and beyond. Read More