Insight ReportEarnings Insights 2Q24, Week 1: Mixed Reports from Kimberly-Clark, Levi’s, Skechers and Walgreens Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 30, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended July 28, 2024, across five sectors: apparel and footwear, consumer packaged goods, drugstores, food and grocery, and home and home improvement. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Albertsons, Kimberly-Clark Corporation, Kroger, Levi Strauss & Co, Skechers, Tractor Supply Company, Walgreens Boots Alliance Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearRetail-Tech Landscape: Unified CommerceRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—Infographic
Insight ReportAmazon Prime Day 2024 Wrap-Up: Apparel Proves Popular; AI Enriches Shopping Experience Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 29, 2024 Reasons to ReadAmazon’s Prime Day took place on July 16–17, 2024, in the US and many other countries. How popular was the sales event, and what did shoppers buy? Dive into our US consumer survey data to discover the answers. Data in this research report are proprietary US consumer survey findings on: Expectations to browse/spend on Prime Day promotions versus actual behavior Spending levels relative to Prime Day 2023 Product categories that Prime Day shoppers purchased Whether Prime Day shoppers bought travel-related or back-to-school products Other relevant research: More Coresight Research coverage of Amazon’s Prime Day, including from past years Amazon Apparel US Consumer Survey 2024—full report and infographic The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. All our reports on shopping festivals and holidays Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownWeekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24Three Data Points We’re Watching This Week, Week 16: US Easter ExpectationsDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights
Analyst CornerAnalyst Corner—The Latest on US GDP, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 28, 2024 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the latest on US GDP, including a close look at select US consumer metrics from the second quarter of 2024. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Other relevant research: July 2024 US Retail Sales Outlook: Projecting Growth Acceleration Following a Weak June June 2024 US Retail Sales: Growth Slumps as Only Department Stores See Improvement Responses to Inflation—Fewer Shoppers Are Buying Less: US Consumer Survey Insights Read previous Analyst Corner reports, including last week’s report, which discusses the role of data, physical stores and technology in the advancing retail media ecosystem. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:US Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceHead-to-Head in Global Luxury Retailing: Kering vs. LVMHUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Innovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale Channels
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 30: Conn’s and Carpetright Close Stores Following Bankruptcy Filings Aaron Mark Dsouza, Data Analyst July 26, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Albertsons, Conn’s, Carpetright, Iceland Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicShoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
InfographicThree Data Points We’re Watching This Week: AI Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 26, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover data points we are watching in week 30 of 2024, with a focus on AI (artificial intelligence). From the impact of AI-based drug discovery to the estimated value of the global GenAI (generative AI) applications and hardware market by 2028, we offer key metrics from our research. Dive into the full research reports behind these data points: The Coresight Research AI Risk-Mitigation Framework AI in Action: Redefining Drug Discovery Harnessing GenAI: Strategic Approaches To Combat Risk—Insights from The Lead Summit 2024 Keep up to date with all our research reports on GenAI in retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet Naik2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsFive Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users
Insight ReportRetail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food Retailers Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 25, 2024 Reasons to ReadContinuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US, as well as recent earnings commentary from major retailers in Canada and the US. Data in this research report include: Top five factors that negatively impacted US food retailers’ businesses in 2023 Total police-recorded shoplifting offenses and year-over-year changes in Scotland, 2015–2024 Companies mentioned in this report include: BJ’s Wholesale, Costco, Dicks Sporting Goods, Dollar General, Dollar Tree, Target, Tesco, Ulta Beauty, Walgreens, Walmart Other relevant research: Read the previous report in our Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan
Insight ReportJuly 2024 US Retail Sales Outlook: Projecting Growth Acceleration Following a Weak June Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 25, 2024 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of July 18, 2024. Data in this research report include: Proprietary Coresight Research projections for retail sales growth by month for the next 12 months US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: June 2024 US Retail Sales Outlook: Projecting Further Retail Resilience in the Second Half of 2024 The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences
Insight ReportAI in Action: Redefining Drug Discovery Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 24, 2024 Reasons to ReadArtificial intelligence (AI) and generative AI are transforming industries worldwide, and the healthcare sector is no exception. Discover the applications and benefits of AI in revolutionizing drug discovery, and notable technology providers in the space. Companies mentioned in this report include: BenevolentAI, Exscientia, Insilico Medicine, Novo Nordisk, Pfizer, XtalPi Other relevant research: AI/XR, M.D.: Healthcare’s Tech-Enabled Future—Part One and Part Two Retail 2024: Top 10 Trends in US Healthcare Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization AI Is Revolutionizing Healthcare: Four Applications, Countless Benefits Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel Stores
Deep DiveOff-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey Insights Aditya Kaushik, Analyst July 23, 2024 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns (with the latest data from our July 15, 2024, survey), we present new data on the off-price and dollar-store retail sectors specifically, diving into where off-price and dollar-store shoppers make purchases and what they buy. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased products at off-price retailers or dollar stores in the past three months Popular retailers and product categories among off-price and dollar-store shoppers Activities that consumers have done in the past two weeks Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Companies mentioned in this research report include: Dollar General, Dollar Tree, Macy’s, Nordstrom, Target, The TJX Companies, Walmart Other relevant research: Every 12 weeks, we survey consumers about each major retail sector, and we include that data in full in our US Consumer Survey Insights Databank. Look out for focused analysis on more retail sectors in future reports in our US Consumer Survey Insights report series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Weekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 StoresEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik Bhatia
Insight ReportAI/XR, M.D.: Operational Technology—Healthcare’s Tech-Enabled Future, Part Two Madhav Pitaliya, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research July 22, 2024 Reasons to ReadThe healthcare industry in the US is increasingly utilizing emerging technologies to improve accessibility, consumer centricity, affordability and convenience—and we believe this transformation is only just beginning. Building on our Market Navigator on the US healthcare market, we highlight players from across the health-tech space, delving into the advanced technologies they offer. We also examine how healthcare companies are deploying these technologies internally to reduce costs and increase efficiency. For more on how consumer-facing technologies are affecting the US healthcare market, see our companion piece to this report, AI/XR, M.D.: Consumer-Facing Technology—Healthcare’s Tech-Enabled Future, Part One. Data in this research report include: Personal healthcare spending in the US healthcare market, total and year-over-year change, 2019–2028E Companies mentioned in this report include: Alphabet, Atman Health, IBM, Intel, Intuitive Surgical, Johnson & Johnson, McKesson, Nvidia, Oracle, Pfizer, UnitedHealth Group Other relevant research: Retail 2024: Top 10 Trends in US Healthcare Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization AI Is Revolutionizing Healthcare: Four Applications, Countless Benefits Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsThe New Coresight 100: Leading the Retail Charge in 2025Weekly US Store Openings and Closures Tracker 2025, Week 39: Skims Continues To Expand Its Footprint
Analyst CornerAnalyst Corner—Reshaping Retail Media: Who, Where and How? Three Defining Levers, with Manik Bhatia Manik Bhatia, Head of Custom Research July 21, 2024 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Manik Bhatia, Head of Custom Research, discusses the role of data, physical stores and technology in the advancing retail media ecosystem. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Other relevant research: More research reports on retail media Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s, which discusses US consumers’ spending expectations for Amazon’s Prime Day and the Summer Olympics. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? Infographic
InfographicThe Coresight Research AI Risk-Mitigation Framework Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research July 19, 2024 Reasons to ReadHow can you get ahead in the GenAI (generative artificial intelligence) era and deploy AI models safely and successfully? Navigate risks and challenges in the deployment of AI, from data leaks to societal impacts, with the AI Risk-Mitigation Framework from Coresight Research. Understand the critical components that you need to incorporate into your AI strategy across the three major phases of AI implementation. Other relevant research: AI Models: Risky Business—Navigating the Challenges of Using AI Harnessing GenAI: Strategic Approaches To Combat Risk—Insights from The Lead Summit 2024 More research reports on GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresRetail 2025: US Retail Predictions—Midyear Trends UpdateThree Data Points We’re Watching This Week, Week 15: US CPG LatestPlaybook: GenAI To Reinvent Supply Chains
Insight ReportAmazon Prime Day 2024 Insights: Travel, Food, Early Deals, Livestreaming—This Year’s Sales Boosters Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 19, 2024 Reasons to ReadWe present our observations of Amazon’s Prime Day shopping event, held in the US and Western markets on July 16–17 this year. Discover insights related to travel, grocery and livestreaming, and see which US retailers are cutting into Amazon’s share of wallet. Look out for our upcoming report covering US consumers’ actual participation in Prime Day 2024 and data on the event’s performance. Other relevant research: More Coresight Research coverage of Amazon’s Prime Day, including from past years Amazon Apparel US Consumer Survey 2024—full report and infographic The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. All our reports on shopping festivals/holidays and livestreaming e-commerce Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 29: Whole Foods Announces Small-Format Store Openings Aaron Mark Dsouza, Data Analyst July 19, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Amazon, New Balance, Stop & Shop, Sheetz, Whole Foods Market Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusThe Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyRetail 2025: US Macro, Consumer and Retail Outlook
InfographicThree Data Points We’re Watching This Week Coresight Research July 19, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover data points we are watching in week 29 of 2024. We offer key metrics from our US consumer surveys, covering GLP-1 drug use and the impacts of inflation, as well as highlights on US retail locations from the Economic Census. Dive into the full research reports behind these data points: Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail? Responses to Inflation—Fewer Shoppers Are Buying Less: US Consumer Survey Insights Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. Data Drop: US Retail—Number of Stores, Firms and Employees Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel Stores