Insight Report | September 18, 2024 Premium Data Dive: US Consumer Debt in Focus as the Fed Cuts RatesAs the Federal Reserve cuts interest rates, we review the state of consumer debt in the US, including trajectories, delinquencies (past-due) and ratios to income. Read More
Insight Report | March 21, 2024 Premium Data Dive: When Will US Grocery Unit Growth Turn Positive?US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth. Read More
Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Insight Report | March 7, 2024 Premium Data Dive: Global Tech Layoffs—Cyclical or Structural?We review data on layoffs in the global technology industry and pose the question of whether workforce reductions are cyclical, due to a slower economic cycle and a reaction to pandemic-era expansion, or structural, amid the rise of artificial intelligence (AI) and generative AI (GenAI). Read More
Insight Report | November 28, 2023 Premium Data Dive: Shein in Numbers as It Files for a US IPOOn November 27, 2023, Shein was reported to have confidentially filed for a US initial public offering (IPO). We discuss data points from prior Coresight Research reports to help readers understand the scale of Shein in fast fashion. Read More
Insight Report | October 11, 2023 Premium Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already KnowWe identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. Read More
Insight Report | June 1, 2023 Premium Data Dive: From Cotton to Wheat—What’s Happening with Retail Commodity Prices?In this Data Dive, we consider recent trajectories in global price indices for a number of major commodities—including cotton, coffee, sugar and wheat—that comprise or contribute to major categories in retail. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Insight Report | March 23, 2023 Premium Data Dive: UK Retail Sales Outlook 2023In this Data Dive, we consider a number of major macroeconomic indicators and their likely effect on UK retail sales. We include our proprietary projections for year-over-year retail sales growth, month by month. Read More
Insight Report | March 17, 2023 Premium Data Dive: How Many Grocery-Store SKUs Are KVIs?Food-price inflation remains highly elevated in the US. In this Data Dive, we consider new Coresight Research data on how many grocery store products US consumers claim to know the prices of in advance of shopping. Read More
Insight Report | March 7, 2023 Premium Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the MostIn this Data Dive, we assess which CPG (consumer packaged goods)/grocery-store categories are seeing the steepest unit declines as US shoppers cut their volume purchases in grocery retail and adjacent sectors. Read More
Insight Report | February 22, 2023 Premium Data Dive: Mapping Bed Bath & Beyond Store Closures—States Impacted and Retailers Likely To BenefitIn this Data Dive, we map the announced store closures of Bed Bath & Beyond in the US and assess which retailers will stand to benefit from the closures. Read More
Insight Report | February 9, 2023 Premium Data Dive: How US Consumers Spent in 2022—and Why Services Are Yet To Fully Bounce BackProviding an essential briefing on topical, need-to-know data, the first report in our new Data Dive series analyzes US consumer spending in 2022, with a focus on discretionary goods versus discretionary services. Read More
