Anand Kumar, Associate Director of Retail Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | May 16, 2024 Premium

Retail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade High

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from Australia, New Zealand, the UK and the US. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies.

Insight Report | May 15, 2024 Premium

April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers Rebound

In April 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Market Navigators/Market Outlook | May 15, 2024 Premium

Research Preview: Market Navigator—Global Luxury

We offer an early look at our forthcoming Market Navigator exploring the global luxury market. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of brands’ and retailers’ revenues, and explore the competitive landscape.

Insight Report | May 14, 2024 Premium

Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others.

Insight Report | May 10, 2024 Premium

China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To Know

Singles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment.

Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

Insight Report | May 2, 2024 Premium

The FTC Challenges Tapestry’s Acquisition of Capri: An Analysis of Market Impact and Consumer Choice

The US Federal Trade Commission (FTC) has sued to block Tapestry’s acquisition of Capri Holdings. How would the proposed deal impact global luxury retail competition and consumer choice? We explore the merger’s implications and consider the FTC’s claims, leveraging proprietary US consumer survey analysis.

Deep Dive | May 2, 2024 Premium

How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label

CPG brands and grocery retailers are currently operating in a volatile environment, one that presents unique challenges and numerous opportunities. We discuss key ongoing consumer shopping trends in the US grocery landscape, using proprietary Coresight Research consumer survey data, as well as data from Circana and Placer.ai.

Insight Report | April 30, 2024 Premium

Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others.

Insight Report | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls.

Deep Dive | April 16, 2024 Premium

US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships

How can US brands and retailers gain a competitive edge in long-term customer loyalty? We analyze proprietary survey findings to uncover what US consumers want from loyalty programs, and discuss the opportunities for retailers to drive engagement and sales through AI (artificial intelligence), gamification, experiential rewards and more.

Insight Report | April 15, 2024 Premium

March 2024 US Retail Sales: Growth Moderates But Remains Solid; General Merchandise Stores Rebound

In March 2024, US retail sales (excluding gasoline and automobiles) grew by just over 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Analyst Corner | April 14, 2024

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Analyst Corner—Blending Monetary Rewards, Experiences and Technology: Explore US Retail Loyalty Programs with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, discusses how US retailers can capture valuable customer data and drive sales through loyalty programs. What do consumers want, and what key trends are emerging in the loyalty space? We answer these questions, leveraging a proprietary US consumer survey.

Insight Report | April 11, 2024 Premium

Secondhand Chic: US Fashion Resale Market Growth Driven by Vintage and Luxury Demand; Signs of Profitability

Dive into the growth trajectory and competitive landscape of the US fashion resale market, exploring proprietary US consumer survey findings to uncover valuable insights on the opportunities for retailers.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.