Insight Report | June 24, 2024 Premium China’s 6.18 Shopping Festival 2024: Sales Model Shifts, Low-Price Strategies, New Brands and LivestreamingThe 6.18 shopping festival is the second largest annual online shopping festival in China. What happened during this year’s event? Dive into performance data from Alibaba and JD.com, and discover four key trends, from sales model shifts to livestreaming. Read More
Analyst Corner | June 23, 2024 Register for Free Access Analyst Corner—Speed Shopping: The Quick-Commerce Surge in India, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses India’s quick-commerce market, considering its development, competitive edge and future prospects in the e-commerce space. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 19, 2024 Premium May 2024 US Retail Sales: Solid Growth Continues as Department Stores ReboundIn May 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Analyst Corner | June 16, 2024 Register for Free Access Analyst Corner—Walmart Leads, Amazon Loses Ground in the Online Grocery Market: US Survey Insights with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, discusses key findings from our seventh annual US Online Grocery Survey, including insights on Amazon and Walmart’s competitive positioning. Read More
Insight Report | June 13, 2024 Premium Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft, presenting new, proprietary survey findings. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers, including Dollar General and Kroger. Read More
Deep Dive | June 12, 2024 Premium US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture ShareHow and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season. Read More
Deep Dive | June 11, 2024 Premium US Back to School 2024: Preparing for Class—Unveiling Consumer Spending ExpectationsWe kick off our US Back to School 2024 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season! How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur 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 June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Analyst Corner | June 9, 2024 Register for Free Access Analyst Corner—High-Tech Healing: Four Ways AI Is Revamping Healthcare, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses four ways in which AI (artificial intelligence) is driving the rise of personalized and consumer-centric healthcare, and the benefits for healthcare providers. Read More
Infographic | June 6, 2024 Premium US Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-CommerceHow popular is the e-commerce channel among grocery shoppers? This infographic presents key survey findings from our US Online Grocery Survey 2024 research report. Read More
Deep Dive | June 6, 2024 Premium US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-CommerceIn our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018. Read More
Insight Report | June 4, 2024 Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and MoreOur 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 June 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty. Read More
Analyst Corner | June 2, 2024 Register for Free Access Analyst Corner—Tracking Category Trends: A View of the US Apparel and Footwear Market with Sunny ZhengIn this week’s Analyst Corner, Sunny Zheng, Analyst, discusses the US apparel and footwear market, which we expect to see moderated growth in 2024. Which categories will underperform and which will see strong demand this year? Read More
Market Outlook | May 29, 2024 Premium Market Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End HittersIn this Market Navigator, Coresight Research explores the global luxury market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More