May 16, 2023 Deep Dive Databank Members US Consumer Tracker: Analyzing Cross-Shopping at Nonfood RetailersOur weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. This week, we also analyze the competition between the top-five nonfood retailers.
March 31, 2023 Insight Report Premium March 2023 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand from February 2023, retail sales slowed in the US and grew in the UK and China. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.
March 21, 2023 Insight Report Premium January and February 2023 China Retail Sales: Total Sales Pick Up as Most Sectors Report Positive GrowthWe review the latest data for retail sales in China showing that in January and February 2023, year-over-year sales grew by 2.9%. Our report analyzes retail sales in total and by sector.
March 2, 2023 Insight Report Premium February 2023 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand from January 2023, retail sales slowed (but remained positive) in both the US and UK, while they declined in China. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.
March 2, 2023 Deep Dive Premium European Grocery Retail Dynamics Amid Broader Inflationary TrendsEuropean consumers and retailers are under pressure amid an energy crisis and mounting concerns over a possible economic downturn. We discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures.
March 1, 2023 Insight Report Premium Inflection Points in the Global Economy in 2023Key interest-rate decisions taken by central banks impact the financial market, including inflation rates and currency exchange rates. We identify inflection points in the global economy in 2023, with a focus on developments in the US, the UK, China and the EU (European Union).
February 27, 2023 Deep Dive Premium Head-to-Head in Global Convenience-Store Retailing: Seven & i vs. Alimentation Couche-TardAs part of our Head-to-Head series, we compare Alimentation Couche-Tard and Seven & i, two leading convenience-store retailers. We provide insights into key elements of their businesses, covering revenue, operating margins and brick-and-mortar, digital and overall growth strategies.
February 27, 2023 Deep Dive Databank Members US Consumer Tracker: Consumers Move Grocery Shopping OnlineIn a major channel swing, consumers have shifted online for food shopping. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.
February 23, 2023 Insight Report Premium February 2023 Leading Indicators of US Retail Sales: Projecting Soft Retail Growth Ahead of Midyear UptickThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 17, 2023.
February 22, 2023 Market Navigators/Market Outlook Premium Market Outlook: US Food Away from Home—A Challenging Economic Backdrop To Weigh on Growth in 2023We explore the size and trajectory of the US food-away-from-home (FAFH) market amid a challenging economic backdrop. We also discuss the performance and outlook for online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2023 and beyond.
February 21, 2023 Insight Report Premium US, UK, EU & China Quarterly Economic Update, 4Q22: Decelerating Indicators Point Toward Economic SlowdownThe 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 fourth quarter of 2022, which show depressed consumer spending levels in the UK, France and Germany, and softening growth in the US.
January 12, 2023 Deep Dive Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs part of our Head-to-Head series, we compare Costco and Sam’s Club, the two leading warehouse clubs in the US. We provide insights into five key elements of their businesses, covering revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies.
