Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Insight Report | May 31, 2023 Premium May 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. We examine the latest data as of May 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | May 16, 2023 Premium 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. Read More
Insight Report | March 31, 2023 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. Read More
Insight Report | March 21, 2023 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. Read More
Insight Report | March 2, 2023 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. Read More
Deep Dive | March 2, 2023 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. Read More
Insight Report | March 1, 2023 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). Read More
Deep Dive | February 27, 2023 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. Read More
Deep Dive | February 27, 2023 Premium 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. Read More
Insight Report | February 23, 2023 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. Read More
Market Outlook | February 22, 2023 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. Read More
Insight Report | February 21, 2023 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. Read More
Deep Dive | January 12, 2023 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. Read More