Reasons to Read

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of January 24, 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Each report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

This week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector.

Other relevant research:

Please Login to read the full report. Not a member? To access this content for free, register for a free account.

Reasons to Read

The three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage.

In this third and final report, we look at the ways in which malls will compete with e-commerce companies throughout the current decade.

Companies mentioned in this report are: Brookfield, Macerich, Simon Property Group (including Taubman Centers)

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this research report include:

  • 2024 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2023 week-by-week comparisons of announced store closures and openings in the US and the UK
  • 2024 major US and UK store closures and openings
  • 2024 major US and UK retail bankruptcies
  • 2023 major US and UK retail bankruptcies

Companies mentioned in this research report include: CVS Health, Macy’s, Zara

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Our Three Data Points We’re Watching This Week series spotlights key data points from this week’s research.

This week, we highlight retail and foodservices sales growth in China during the Lunar New Year period, December UK retail sales growth and inflation’s impact on US consumers’ shopping behaviors.

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The UK holiday season is all wrapped-up! We offer our conclusions from peak-season trading: dive into retail sales data and retailers’ trading updates from the fourth quarter of 2023. In addition to assessing recently reported metrics, we present our view on the UK consumer economy and look ahead to the prospects for UK retail in 2024.

Data in this research report include:

  • UK retail sales growth over the past 15 months
  • 2024 holiday-quarter UK retail sales growth by sector—nominal and real
  • Major UK grocery and nonfood retailers’ sales results for holiday 2023 vs. holiday 2022

Companies mentioned in this report include: Aldi, Asda, ASOS, B&M, B&Q, Boohoo Group, Currys, Dunelm, Home Bargains, J. Sainsbury, Marks and Spencer, Next, Poundland, Primark, Shein, Tesco, Temu, The Very Group

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide Options -

Get unlimited access to all our research with one of our subscription plans.

View Subscription Plans
or

Purchase this report.

Buy Now

Reasons to Read

Continuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America.

Data in this research report include:

  • Loss-prevention strategies used by SMBs in the past 12 months to reduce external theft

Companies mentioned in this report include: AiFi, BriefCam, Costco, Datalogic, Diebold Nixdorf, Dollar General, Empire Company, Everseen, Morrisons, Nvidia, Pathr.ai, Safer Group, SureView, Walgreens Boots Alliance

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage.

In this second report, we examine the current and future growth of quality spaces and tenant diversity in US malls. Keep an eye out for the third and final report in the series, which explores the ways in which malls are competing with e-commerce companies.

Data in this research report include:

  • Malls as a share of total retail gross leasable area
  • Percentage of US adults who would consider residing in a mixed-use community, by generation
  • Share of US adults who have visited a medical clinic in a shopping center
  • Average weekly foodservice expenditure by age of household head

Companies mentioned in this report are: Brookfield, Macerich, Simon Property Group

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Coresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau.

Data in this research report include:

  • Proprietary survey data on consumers’ pre-holiday spending expectations and their reported holiday spending
  • Survey data on what channels, categories and retailers consumers shopped during the 2023 holiday season
  • Store traffic data for the holiday quarter by sector and retailer
  • US total retail sales excluding gasoline and automobiles, total and by sector, for October, November and December 2023

Companies mentioned in this research report include: Amazon, Costco, Dollar General, Dollar Tree, Kohl’s, Macy’s, Ross Stores, Target, T.J. Maxx, Walmart

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide Options -

Get unlimited access to all our research with one of our subscription plans.

View Subscription Plans
or

Purchase this report.

Buy Now

Reasons to Read

New for 2024, the bi-weekly China Retail Insights series presents the latest insights from the ever-evolving landscape of China’s retail market. Each report in this series provides on-the-ground updates, dissecting trends, innovations and consumer behaviors that are shaping one of the world’s most dynamic retail environments.

In this report, we preview the 2024 Chinese New Year holiday—also recognized as the Lunar New Year or Spring Festival. Discover our projections for retail sales during the holiday. We also offer insights into tourism and gifting trends and highlight notable brands that are celebrating the Year of the Dragon with limited-edition product collections.

Data in this research report include:

  • China retail sales, tourism revenue and levels of travel during the Chinese New Year holiday, 2019–2024E

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The 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.

In this report, our latest findings are from a survey conducted on January 15, 2024.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have noticed price rises in retail, November 2023–December 2024
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Where consumers have bought food and nonfood products from 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: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

From personalization to omnichannel to supply chain, we offer insights on the keys to success in China’s retail market. Read our full presentation from the Federation of International Retail Associations (FIRA) Annual Meeting 2024 to understand the market’s growth trajectory and critical opportunities.

We touch on shopping festivals, livestreaming, immersive experiences, AI (artificial intelligence), drone delivery, quick commerce and more! Discover the innovations coming from East to West.

The FIRA 2024 Annual Meeting took place during NRF 2024: Retail’s Big Show.

Data in this presentation include:

  • US and China sales and year-over-year growth—in total and online, 2020–2023
  • US and China livestreaming e-commerce market size (2023) and future growth trajectory

Deborah Weinswig, CEO and Founder of Coresight Research, presents at the FIRA 2024 Annual Meeting.
Source: Coresight Research

 

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector. This report analyzes the latest data available as of the end of December 2023.

Moving forward, we will no longer publish our US Housing Market Indicators series. However, we will include key housing metrics in our monthly Leading Indicators of US Retail Sales series, which tracks several major macroeconomic indicators and their likely effect on US retail sales.

Data in this report include:

  • US housing permits, starts and completions
  • US existing home sales
  • US Pending Home Sales Index
  • US new home sales
  • US Housing Affordability Index

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

From personalization to omnichannel to supply chain, we offer insights on the keys to success in the food retail industry. Read our full presentation from the FMI (Food Marketing Institute) Midwinter Executive Conference 2024 to explore opportunities in grocery retailing globally.

We touch on health and wellness, customer service, foodservice, livestreaming, immersive experiences, AI (artificial intelligence), drone delivery, quick commerce and more!

Deborah Weinswig, CEO and Founder of Coresight Research, and Tom Cosgrove, Senior Manager, Industry Relations at FMI, at the FMI Midwinter Executive Conference 2024.
Source: Coresight Research

 

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Founded in 2017, Showfields is a retailer that works with brands—primarily digitally native vertical brands (DNVBs)—to create a physical stage for immersive storytelling and discovery. Now, the company will close its remaining stores after it closed its closed multiple locations in 2023. Similarly, Neighborhoods Goods, a retailer that brings digital brands to brick-and-mortar shoppers, announced it would close stores in early 2024. Coresight Research delves into what these store closures reveal about the state of the physical concession model.

Companies mentioned in this report include: Amazon, Bluemercury, Neighborhood Goods, Nordstrom, Showfields, Target

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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