Insight Report | December 6, 2021 Premium The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Insight Report | November 30, 2021 Premium Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its GuidanceOur 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. Read More
Deep Dive | November 30, 2021 Databank Members US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Insight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down 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 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com. Read More
Deep Dive | November 23, 2021 Databank Members US Consumer Tracker: Supply Chain Crisis Worries Holiday ShoppersUS consumers are worried about product availability and inflation, contributing to an earlier than usual start to holiday shopping this year. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 22, 2021 Premium October 2021 UK Retail Sales: Further Slow GrowthUK retail sales growth returned to modest growth, year over year, in October 2021, ahead of the holiday season. We review data for UK retail in total and by sector for October 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | November 17, 2021 Premium October 2021 US Retail Sales: Strong Sales Growth Implies Earlier Holiday Season Than UsualOctober 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 25.0% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Deep Dive | November 16, 2021 Databank Members US Consumer Tracker: Two-Thirds of Consumers Fear a Winter Covid-19 WaveUS consumers are expecting a winter Covid-19 wave, and changing their behavior in response. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 16, 2021 Premium October 2021 US Retail Traffic and In-Store Metrics: Traffic Jumps by 31% Year Over YearIn October 2021, total US nonfood store traffic increased by 31.4% compared to October 2020, lower than September’s 35.9% growth. 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 | November 15, 2021 Premium Price Jumps and Input Cost Increases: Analyzing Inflation Across US Food, Apparel and Furniture RetailPandemic-driven supply chain disruption and heightened demand continue to create challenges for US retailers. We analyze inflation—covering price rises and input cost increases—across the food, apparel and furniture retail sectors. Read More
Store Tracker | November 12, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 45: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fleet Feet, Primark and Shoppers in the US and Amazon, House of Fraser and Smyths Toys in the UK. Read More
Insight Report | November 9, 2021 Premium Earnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow RecoveryOverall, apparel and footwear brand owners witnessed substantial recovery, while Capri Holdings reported a slow recovery. Read Coresight Research’s weekly Earnings Insights reports for highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. Read More
Deep Dive | November 8, 2021 Databank Members US Consumer Tracker: Return to Services Amid Downward Trend in Avoidance of Public PlacesUS consumers are returning to services amid a downward trend in overall avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
