Insight Report | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Insight Report | December 11, 2024 Premium US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty OutperformanceDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on sustainability, store closures, private-label offerings, expansive business models and more. Read More
Insight Report | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
Insight Report | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More
Insight Report | December 5, 2024 Premium Procter & Gamble Investor Day 2024: Striving for Superiority and Prioritizing Productivity for Long-Term GrowthDiscover insights from Procter & Gamble’s (P&G’s) Investor Day, covering the company’s strategic pillars and focus areas under its integrated growth strategy. Read More
Insight Report | December 5, 2024 Premium Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border CompetitorsAmazon has announced the launch of a new digital storefront, Amazon Haul, which offers all its products for $20 or less. We examine the target audience for Amazon Haul, its impact on the main Amazon site and its key advantages over cross-border competitors, such as Shein, Temu and TikTok Shop. Read More
Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Insight Report | November 27, 2024 Premium Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others. Read More
Insight Report | November 25, 2024 Premium Holiday 2024: Four Social Commerce Strategies To Drive Engagement This SeasonWe dive into trending, retail-related social media posts we have seen during the 2024 holiday season so far, offering insights into the creative marketing strategies employed by brands and retailers. Read More
Insight Report | November 21, 2024 Premium A Focus on Value and Inclusivity via Generic Medications: Global Learnings in HealthcareWe explore the approaches that different countries—including China and India—are taking to enhance their healthcare systems and navigate the dynamic global healthcare market. Read More
Insight Report | November 21, 2024 Premium Holiday 2024—Black Friday Preview: Projecting Low-Single-Digit Sales Growth as Early Deals Pull Demand ForwardAs part of our coverage of the 2024 holiday season, Coresight Research examines the potential of Black Friday this year (November 29), including expected growth, proprietary survey data on consumers’ shopping intentions, and major retailers’ Black Friday plans and promotions. Read More
Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Insight Report | November 18, 2024 Premium Ulta Beauty Investor Day 2024: Targeting Sustainable Growth, with a Focus on Digital InnovationDiscover insights from Ulta Beauty’s Investor Day 2024, covering the company’s strategic priorities for sustainable growth. Read More