Deep DiveEssentials Resilient While Select Discretionary Categories Experience Downturn: China Consumer Survey Insights Echo Gong, Senior Analyst December 28, 2023 Reasons to ReadThe Coresight Research weekly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our survey conducted on December 11, 2023. Data in this research report are: What products consumers have bought in-store and online in the last two weeks Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes Activities that consumers have done in the past two weeks Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China 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:Shoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsMusic Festivals: A Key Opportunity for Retail Brand Engagement
Insight ReportDecember 2023 Monthly Consumer Update: US, UK and China Madhav Pitaliya, Analyst December 28, 2023 Reasons to ReadOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more. Data in this research report are: Average weekly earnings versus consumer prices in the US and the UK Per capita disposable income versus consumer prices in China Consumer prices for food at home and gasoline (automotive fuel) in the US, the UK and China Total retail sales (ex. automobiles and automotive fuel) in US, the UK and China Other relevant research: The Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Our full collection of monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China 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:Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic
Insight ReportDecember 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024 Madhav Pitaliya, Analyst December 27, 2023 Reasons to ReadThe 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 December 22, 2023. 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: November 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth for the New Year 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:The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights
Deep DiveEnclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52 Sujeet Naik, Analyst December 26, 2023 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. In this report, our latest findings are from a survey conducted on December 18, 2023. Data in this research report are our latest proprietary survey findings on: 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 Activities that consumers have done in the past two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Avoidance of public places, by type of public place 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: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownWeekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026Weekly UK Store Openings and Closures Tracker 2025, Week 45: Fired Earth To Close Stores Due to Administration
Insight ReportUS Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear Spending Sunny Zheng, Analyst December 26, 2023 Reasons to ReadThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers spending from November 2023, showing that clothing and footwear spending increased by 2.8% year over year. Data in this report include: US consumer spending on clothing and footwear year-over-year percentage change, November 2022–November 2023 US consumer spending on clothing by category year-over-year percentage change, November 2022–November 2023 US consumer spending on footwear year-over-year percentage change, November 2022–November 2023 US consumer spending on selected beauty categories year-over-year percentage change, November 2022–November 2023 Other relevant research: The previous US Apparel and Beauty Spending Tracker, with October 2023 data The Coresight Research monthly reports collection Coresight Research coverage of the apparel and footwear market Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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:The New Coresight 100: Leading the Retail Charge in 2025—InfographicThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicAnalyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik Bhatia
Insight ReportNovember 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost Sales Madhav Pitaliya, Analyst December 26, 2023 Reasons to ReadUsing data from the Office for National Statistics, we analyze UK retail sales in November 2023, in total and by sector. Data in this report are: Year-over-year changes in UK total retail sales (excluding automotive fuel) for the past 13 months Year-over-year changes in retail sales by sector, September–November 2023 Year-over-year changes in online retail sales for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. 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:The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John Harmon
Analyst CornerWeinswig’s Weekly: A Year in Review and Future Opportunities Deborah Weinswig, CEO and Founder December 24, 2023 Reasons to ReadEach 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,” reflects on Coresight Research’s journey in 2023 and highlights key industry insights and trends. We look ahead to 2024 with excitement. Other relevant research: Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which discussed the state of US retail bankruptcies in 2023. 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:July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 51: Previewing Plans for 2024—Dollar General (US) and Asda (UK) To Lead Store Openings Aaron Mark Dsouza, Data Analyst December 22, 2023 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: 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 major US store closures and openings 2023 major UK store closures and openings 2024 major US store closures and openings, with year-over-year comparison 2024 major UK store closures and openings, with year-over-year comparison Companies mentioned in this research report include: Asda, Dollar General, Michaels Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US Openings The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research 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. For the US, the Databank includes store openings and closures from 2012 to 2023 year to date (YTD); for the UK, data span 2017 to 2023 YTD. 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:Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsNextGen 2025: Retail, Real Estate & the New Consumer—AgendaAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon
Insight ReportMacy’s $5.8 Billion Buyout Bid: A Symphony of Risk and Opportunity Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 21, 2023 Reasons to ReadTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Data in this report include: Macy’s store count, overall and by banner Macy’s 10-year new sales and year-over-year growth, 2012–2022 Proprietary consumer survey data on average age and household income of selected retailers’ customer bases Companies mentioned in this report include: Dillards, Kohl’s, Macy’s, Nordstrom Other relevant research: US Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative Models Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty All research on department store retail More Coresight Research coverage of capital markets 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:Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?The New Coresight 100: Leading the Retail Charge in 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores
Insight ReportGenerative AI Latest: New Funding, Infrastructure and Applications, Plus Google’s Recent Product Launches and Tech Partnerships Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 21, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across retail, infrastructure, applications and government. This report details announcements from the period December 4–17, 2023. Learn about the latest tech startup funding, new generative AI applications and infrastructure, and developments and tech partnerships from Google. Companies mentioned in this report include: DataCebo, Getty Images, Google, Kyron Learning, Leonardo.Ai, Meta, Mistral AI, Runway AI, Sarvam AI, Snapchat Other relevant research: Playbook: Six Quick Wins in Generative AI The Coresight Research CORE framework for generative AI in retail All Coresight Research coverage of generative AI in retail, including previous reports in the Generative AI Latest 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:Weekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresAnalyst Corner: The Brave New World of Agentic Shopping, with John HarmonHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further Closures
Insight ReportHoliday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season Aditya Kaushik, Analyst December 20, 2023 Reasons to ReadAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data. Data in this research report include: Proprietary survey data on which retailers consumers have purchased nonfood products from in October and November 2023 US retail sales data for October, November and the fourth quarter of 2023 (estimated) Store traffic data for selected sectors for November and December (to date) Companies mentioned in this research report include: Amazon, Burlington Stores, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Macy’s, Nordstrom, Target, The TJX Companies, Walmart Other relevant research: Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday Holiday 2023: Black Friday Insights from Store Visits in the US and the UK All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. 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: Jump in Food Sales Fuels Total CPG GrowthWeekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
Insight ReportRetail-Tech Landscape: Israel—December 2023 Update Steven Winnick, Vice President—Innovator Services December 20, 2023 Reasons to ReadIsrael’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. We present selected startups in Israel that provide technologies through the retail value chain, curated by Coresight Research and the Retail Innovation Club. The landscape covers the following categories: Logistics In-store technology Online shopping Business intelligence—analytics This landscape is an update from our previous publications in April 2020, June 2021 and October 2022. In this update, we feature 162 startups that offer retail solutions at every step of the retail value chain. Other relevant research: More of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer Experiences
Market Navigators/Market OutlookUS Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally Recover Royce Baretto, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US home and home-improvement retailing. Data in this research report include: US sector sales for furniture and home furnishings, and home improvement—plus, year-over-year growth, 2020–2024E Companies mentioned in this report include: Ashley HomeStore, Floor & Decor, Home Depot, HD Supply, IKEA, Lowe’s, Spartan Surfaces, Wayfair Other relevant research: Look out for our upcoming ebook, which will bring together our analysis from the complete Retail 2024 Sector Outlook series Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST Framework Home and Home-Improvement Retail: Key Factors Influencing US Shoppers Home Depot Investor and Analyst Conference 2023: Three Key Growth Opportunities All Coresight Research coverage of home and home-improvement 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:Sector Focus: Off-Price Shopping—Data GraphicInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights Extra
Deep DiveConsumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51 Aditya Kaushik, Analyst December 19, 2023 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. In this report, our latest findings are from a survey conducted on December 11, 2023. Data in this research report are our latest proprietary survey findings on: 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 Activities that consumers have done in the past two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Avoidance of public places, by type of public place 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: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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 27: Store Closures Up 8% Year Over YearResilience Now: Turn Tariff Uncertainty into Opportunity Using AIShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of Mind4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic
Deep DiveConsumers Pull Back from Public Places: China Consumer Survey Insights Echo Gong, Senior Analyst December 18, 2023 Reasons to ReadThe Coresight Research weekly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our survey conducted on December 4, 2023. Data in this research report are: Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes What products consumers have bought in-store and online in the last two weeks Expectations for economic conditions and personal finances in the next 12 months Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China 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:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicResilience Now: Turn Tariff Uncertainty into Opportunity Using AIWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening Plans
