Market Outlook | December 7, 2023 Premium US Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative ModelsDiscover the prospects for department store retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. Read More
Market Outlook | December 6, 2023 Premium US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining InflationDiscover the prospects for grocery retailing in the US in 2024, as well as themes to watch in the sector. Read More
Market Outlook | December 6, 2023 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on EssentialsDiscover the prospects for mass merchandise, warehouse club and discount store retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | December 4, 2023 Premium Holiday 2023: Delving Into Key Service Category Trends in the USWe discuss key service category trends for the 2023 holiday season in the US, drawing from our proprietary survey data and store traffic information from Placer.ai, a third-party location analytics provider. Read More
Deep Dive | December 1, 2023 Premium US, UK, EU & China Quarterly Economic Update, 3Q23: Growth in the US, France and China as Possibility of German Recession LoomsThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the third quarter of 2023, which show economic growth in the US, China and France. Read More
Insight Report | November 30, 2023 Premium Holiday 2023: Festive Frenzy of Social Commerce—Seven Social Media Strategies To Drive EngagementWe dive into trending retail-related posts, offering a curated glimpse into the creative strategies employed by these posts and providing a roadmap for companies seeking to make a lasting impact during the 2023 holiday season. Read More
Deep Dive | November 29, 2023 Premium 4Q23 US Livestreaming Tracker: Trust and Quality Drive Purchase Decisions in Live-Video CommerceExplore US consumer behavior in the world of livestreaming e-commerce. Continuing our US Livestreaming Tracker series, our survey analysis delves into live-video commerce trends and livestream viewers’ preferences. We uncover the role of livestreaming in the shopping journey—covering popular platforms, product categories and more. Read More
Insight Report | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. Read More
Insight Report | November 24, 2023 Premium Singles’ Day 2023 Performance: Positive Reports from Major E-Commerce PlatformsThe world’s largest online shopping festival, Singles’ Day, reached its climax on November 11, 2023. We present key Singles’ Day performance highlights from major e-commerce platforms in China, including Alibaba and JD.com. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Insight Report | November 16, 2023 Premium Retail Around the World: Singles’ Day 2023—Coresight Research ObservationsOur Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2023. Read More
Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
Market Outlook | November 14, 2023 Premium Research Preview: Market Navigator—US CPGThis Research Preview provides an early look at our forthcoming Market Navigator report on the US CPG market. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | November 14, 2023 Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market Read More
