Event Presentation | January 22, 2024 Premium What’s Next for the Food Industry?: Insights Presented at the FMI Midwinter Executive Conference 2024From personalization to omnichannel to supply chain, we offer insights on the keys to success in the food retail industry. Read our full presentation from the FMI (Food Marketing Institute) Midwinter Executive Conference 2024 to explore opportunities in grocery retailing globally. Read More
Insight Report | January 22, 2024 Premium Showfields and Neighborhood Goods Store Closures Reveal Challenges to the Physical Concession ModelShowfields once provided digital brands with physical spaces; now, it’s closing all stores. Coresight Research dives into what this means for the physical concession model. Read More
Deep Dive | January 15, 2024 Premium Retail 2024: 10 Trends in China RetailWe discuss 10 key trends for the Chinese retail market in 2024. This report is part of our Retail 2024 series, offering directional outlooks, headwinds, tailwinds and themes to watch in 2024 and beyond in global retail. Read More
Deep Dive | January 15, 2024 Premium Retail 2024: 10 Trends in India RetailAs part of the Coresight Research Retail 2024 series, we present 10 trends that will influence India’s retail sector in 2024 and beyond, helping brands and retailers capitalize on key opportunities amid the highly fragmented and rapidly changing sector. Read More
Market Outlook | January 11, 2024 Premium Market Navigator: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary SpendingWe present our definitive guide on the US mass merchandiser, warehouse club and discount store market. Delve into emerging opportunities, the competitive landscape, the market’s growth trajectory and more! Read More
Market Outlook | January 4, 2024 Premium Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount StoresThis Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), 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 3Q23 and assess why levels may have changed from the year-ago period. Read More
Insight Report | December 21, 2023 Premium Macy’s $5.8 Billion Buyout Bid: A Symphony of Risk and OpportunityTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Read More
Market Outlook | December 19, 2023 Premium US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally RecoverDiscover the prospects for US home and home-improvement retail (comprising furniture, home furnishings and home improvement) in 2024, as well as themes to watch in the sector. Read More
Insight Report | December 14, 2023 Premium November 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth AccelerateIn November 2023, US retail sales (excluding gasoline and automobiles) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 11, 2023 Premium US CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation EasesDiscover the prospects for CPG retailing in the US in 2024 (covering food and beverages, health and beauty, personal care, general merchandise and homecare), as well as themes to watch in the sector. Read More
Market Outlook | December 8, 2023 Premium Global Luxury—Retail 2024 Sector Outlook: Emerging Markets and Young Shoppers To Drive GrowthDiscover the prospects for luxury retailing globally in 2024, as well as themes to watch in the sector. Read More
Market Outlook | December 8, 2023 Premium US Beauty—Retail 2024 Sector Outlook: Feel-Good Factor To Drive SalesDiscover the prospects for beauty retailing in the US in 2024, as well as themes to watch in the sector. Read More