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
Event Coverage | May 29, 2024 Premium Ahold Delhaize Strategy Day 2024: Growing Together—Targeting 4% Revenue CAGR Through 2028 We present highlights from Ahold Delhaize’s 2024 Strategy Day, including the growth models under the company’s new Growing Together business strategy, its implementation of technology and AI (artificial intelligence), and its targets through 2028. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur 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 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur 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 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
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 HighContinuing 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. Read More
Insight Report | May 15, 2024 Premium April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers ReboundIn 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. Read More
Market Outlook | May 15, 2024 Premium Research Preview: Market Navigator—Global LuxuryWe 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. Read More
Insight Report | May 14, 2024 Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales DeclineOur 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. Read More
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 KnowSingles’ 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. Read More
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 DeclinesOur 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. Read More
Insight Report | May 2, 2024 Premium The FTC Challenges Tapestry’s Acquisition of Capri: An Analysis of Market Impact and Consumer ChoiceThe 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. Read More
Deep Dive | May 2, 2024 Premium How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private LabelCPG 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. Read More
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 DeclinesOur 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. Read More
Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing 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. Read More