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
Deep Dive | April 16, 2024 Premium US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting RelationshipsHow 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. Read More
Insight Report | April 15, 2024 Premium March 2024 US Retail Sales: Growth Moderates But Remains Solid; General Merchandise Stores ReboundIn 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. Read More
Analyst Corner | April 14, 2024 Register for Free Access Analyst Corner—Blending Monetary Rewards, Experiences and Technology: Explore US Retail Loyalty Programs with Sujeet NaikIn 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. Read More
Insight Report | April 11, 2024 Premium Secondhand Chic: US Fashion Resale Market Growth Driven by Vintage and Luxury Demand; Signs of ProfitabilityDive 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. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe 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. Read More
Analyst Corner | April 7, 2024 Register for Free Access Analyst Corner—Drugstore Closures Leave US Consumers High and Dry in Pharmacy Deserts: Navigating the Fallout with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, discusses how drugstore closures are exacerbating the issue of pharmacy deserts in the US. Read More
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period. Read More
Market Outlook | April 3, 2024 Premium Market Outlook: US Foodservice—Value Initiatives Take Center Stage Amid Waning Consumer TrafficWe explore the size and trajectory of the US foodservice market and key factors impacting growth. We also cover the performance of online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2024 and beyond. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Analyst Corner | March 31, 2024 Register for Free Access Analyst Corner—Profit Potential for Preloved Products? A View of the US Fashion Resale Market with Sunny ZhengIn this week’s Analyst Corner, Sunny Zheng, Analyst, presents her take on the US fashion resale market, which has evolved from a single-billion-dollar market in 2008 to a $30+ billion market in 2023. Read More
Event Presentation | March 20, 2024 Premium Retail Innovation in China: Insights Presented at Shoptalk 2024What actions can retailers take to win in the China market? Read our insights, presented at Shoptalk 2024, to find out. Discover retail innovation in China, from localization to livestreaming to the customer experience. Read More
Event Presentation | March 19, 2024 Premium Retail Industry Analysis: What Can Retailers Learn from Shein and Temu?What can Western retailers learn from the success of Chinese e-commerce companies Shein and Temu? This presentation delves into the evolution and business strategies of these two giants. Read More
Insight Report | March 14, 2024 Premium February 2024 US Retail Sales: Growth Accelerates—Electronics Stores Rebound; Nonstore Retailers See Strong GrowthIn February 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 14, 2024 Premium Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle 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 and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink. Read More