Deep Dive | October 26, 2022 Premium US Consumer Tracker: Shoppers Moderate Their Responses to InflationWe analyze how consumers are changing their behaviors in response to inflation. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | October 18, 2022 Free Report A Guide to Multiplying Retail Media DollarsWe analyze key trends in the market and offer insights and recommendations for retailers to optimize their retail media strategy, analyzing findings from a proprietary survey of US-based retailers. This free report is sponsored by Swiftly. Read More
Insight Report | October 4, 2022 Premium US Consumer Tracker: Avoidance Steadies as Fall BeginsAs fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. Read More
Deep Dive | September 27, 2022 Premium US Consumer Tracker Extra: Who Shops Where? 2022 Shopper DemographicsWe analyze who shops where for food and nonfood by age and income, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Market Outlook | September 22, 2022 Premium Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic ChallengesIn this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | September 12, 2022 Premium US Consumer Tracker: Shoppers’ Labor Day BehaviorsThis week we saw a high degree of stability among all our regularly surveyed questions. Our US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | September 5, 2022 Premium Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Best Buy, Big Lots, Five Below and Lululemon Athletics, among others. Read More
Insight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others. Read More
Insight Report | August 23, 2022 Premium Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others. Read More
Store Tracker | August 19, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 33: US Store Openings Up 5.6% 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 Ace Hardware and Allsup’s in the US and Next, Rituals and Sweaty Betty, among others, in the UK. Read More
Deep Dive | August 9, 2022 Premium 10 Trends in Mass Retail—Dollar Stores, Mass Merchandisers and Warehouse ClubsAs US mass retail moves beyond the pandemic and toward a new set of challenges, we present 10 trends in the industry to explore how retail players can best navigate the path ahead. Read More
Deep Dive | July 26, 2022 Premium US Consumer Tracker: What Consumers Didn’t Do This Week Could Help Ease InflationSummer travel may have peaked, helping reduce pressure on gas prices. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | July 14, 2022 Premium US Back to School 2022: Channels and Retailers—Who Is Set To Capture Share?Continuing our US Back-to-School 2022 series, we analyze the channels and retailers that US consumers look set to shop this season. We identify who is set to capture share of back-to-school spending, leveraging findings from a proprietary survey of US consumers. Read More