Insight Report | November 14, 2024 Premium Retail Shrink and ORC: US Retailers Continue To Backtrack on Self-Checkout, Shoplifting Soars to Record Levels in England and WalesWe present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. Plus, dive into recent commentary on shrink from selected retailers. Read More
Insight Report | November 14, 2024 Premium Retail Around the World: Singles’ Day 2024—Coresight Research ObservationsCoresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2024. Read More
Insight Report | November 13, 2024 Premium Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside EarningsOur 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 10, 2024, including Amazon, Coty, Ralph Lauren, Qurate Retail and Wayfair, among others. Read More
Company Profile | November 8, 2024 Premium VF Corporation (NYSE: VFC) Company ProfileVF Corporation is a US-based brand owner of lifestyle apparel, footwear and related products for men, women and children. Headquartered in Denver, Colorado, the company operates stores in Canada, China, the UK, the US and over 150 other countries. Read More
Insight Report | November 6, 2024 Premium Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and HerbalifeOur 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 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others. Read More
Insight Report | November 5, 2024 Premium VF Corporation Investor Day 2024: New Strategic Focus on Scalability and Financial ResilienceDiscover insights from VF Corporation’s Investor Day 2024, covering the company’s financial targets and strategic growth plans for FY25-28. Read More
Deep Dive | November 1, 2024 Premium Health Check: Quantifying the Physical and Mental Health of the US ConsumerWe examine the state of the health of US consumers, focusing on the most common health issues impacting adults in the country, such as chronic and mental health conditions, as well as challenges stemming from an aging population (among other market factors). Read More
Deep Dive | October 31, 2024 Premium The Rise of GLP-1 Drugs: Unveiling New Horizons in the US Healthcare SpaceWe explore the implications of GLP-1 (glucagon-like peptide-1) drugs on the US healthcare industry, as well as various retail sectors, examining their role in driving retail growth and redefining modern healthcare approaches. Read More
Insight Report | October 30, 2024 Premium Earnings Insights 3Q24, Week 1: Costco, P&G, Tractor Supply Company and Walgreens Among the Companies Reporting Positive Sales GrowthOur 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 October 27, 2024, including Albertsons, Procter & Gamble and Walgreens Boots Alliance, among others. Read More
Insight Report | October 29, 2024 Premium Celebrating Diwali Worldwide: Retail Offerings for the Festival of LightsDiwali, also known as the Festival of Lights, offers opportunity for retailers around the world to capture spending from consumers looking to celebrate. Discover which major retailers are offering specialized products and promotions for India’s biggest festival. Read More
Insight Report | October 28, 2024 Premium Holiday 2024: The Last Mile—Trends and Challenges as We Enter the Holiday Shopping SeasonWe assess the trends and challenges that we expect to affect last-mile shipping during the 2024 holiday season—defined by Coresight Research as the entire fourth quarter of the year (October–December)—as well as which retailers are likely to benefit from prior last-mile investments. Read More
Insight Report | October 24, 2024 Premium US Dollar Stores Face a Slowdown—Is Temu To Blame?Historically, dollar stores have been known to thrive during tough economic times; however, US dollar-store chains are currently experiencing sluggish growth. Is Temu a principal reason for this weakness? We analyze proprietary survey data to find out. Read More
Analyst Corner | October 20, 2024 Register for Free Access Analyst Corner: Has the Downfall of US Drugstores Begun?—with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model. Read More
Insight Report | October 17, 2024 Premium September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed GrowthIn September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | October 16, 2024 Premium Retail Shrink and ORC: Expert Roundtable Shares Strategies To Combat Retail TheftWe present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. Plus, dive into recent commentary on shrink from selected retailers. Read More
