Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in September 2023, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2022–September 2023
  • Year-over-year changes in retail sales by sector, August and September 2023

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.
  • Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.
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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, we present findings from our survey conducted on October 9, 2023.

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

  • Which retailers consumers have bought food and nonfood products from in the last two weeks
  • What products consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and four-week PPT changes
  • Consumers’ expectations for the economy overall and for their own personal financial situation in 12 months compared to now

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:

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Reasons to Read

We present the findings of our Holiday 2023 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last, assess the prospects of retailers such as Amazon, Target and Walmart, and analyze how the current economic environment will impact spending in the last three months of the year.

In this report, we present findings from our survey conducted on October 5–6, 2023.

Data in this report include our proprietary survey findings on:

  • Consumers’ holiday spending relative to 2022
  • When consumers expect to start holiday shopping
  • Consumers’ expected spend change relative to last year, by category
  • Where consumers expect to shop
  • Consumers’ priorities and concerns for holiday retail

Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart

Other relevant research:

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Reasons to Read

Retail shrink through theft continues to be a persistent and intensifying headwind for retailers globally. Retailers have increasingly been impacted by a wave of shoplifting and organized crime that has put a dent in their margins and has become a growing focus for the sector.

In this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls.

This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more.

Data in this research report include:

  • US retail shrink losses (2017–2022) and US retail shrink by source (2022), based on recently published data from the NRF (National Retail Federation)
  • Coresight Research survey findings—US consumers’ opinions of retail in the current shoplifting-prevalent environment

Companies mentioned in this report include: Costco, Dick’s Sporting Goods, Dollar General, Dollar Tree, The Giant Food, H&M, Nordstrom, Target, Ulta Beauty, Walmart

Other relevant research:

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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.

As soon as US workers started leaving offices in March 2020, speculation immediately began as to when workers would receive the return-to-office (RTO) call. We seek to cut through the noise on the subject.

From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss 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.

Other relevant research:

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Reasons to Read

The 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 September 25, 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
  • A timeline of selected Covid-19 policy changes in China

Other relevant research:

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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:

  • 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

Companies mentioned in this research report include: Barnes & Noble, Asda

Other relevant research:

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Reasons to Read

Singles’ Day (also referred to as the 11.11 Global Shopping Festival, or Double 11) is the largest global online shopping event, taking place on November 11 each year.

With just one month to go until Singles’ Day, we discuss the plans of major e-commerce and short-video platforms for the festival.

Data in this report include:

  • Alibaba and JD.com’s combined Singles’ Day GMV and year-over-year growth, 2018–2022E

Companies mentioned in this report include: Alibaba (Taobao/Tmall), Douyin, JD.com, Kuaishou

Other relevant research:

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Reasons to Read

Our Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming report on US department store retailing, in which we will explore the size and trajectory of the sector in 2023 and beyond, as well as critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, and key themes and innovators, as well as presenting blue-sky thinking for the sector.

Data in this research report include:

  • The size and year-over-year growth rates for the US department store sector for 2018–2027E
  • The revenues of selected major US department stores for 2018–2022

Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus Group, Nordstrom, Sacks Fifth Avenue

Other relevant research:

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Reasons to Read

The Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—from retailers, governments, and platform and solution providers.

Learn about key trends in the space; topics in this report include Indian conglomerates entering the AI race, the growing discussion in the US around the need for responsible AI, Adobe’s focus on generative AI via its latest launches and IBM’s plans for new generative AI foundation models.

Companies mentioned in this report include: Adobe, Amazon, Anthropic, eBay, HubSpot, IBM, Imbue, Nvidia, Reliance Industries, Salesforce, Zoom

Other relevant research:

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Reasons to Read

We 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.

This report is part of our Data Dive series, in which each report offers an essential briefing on topical, need-to-know data.

Data in this research report include:

  • Proprietary survey data on the work models full-time office-job workers follow and how many days they go into the office
  • Proprietary survey data from company decision-makers on the status of their RTO plans
  • Pre-pandemic and September 2023 MTA ridership and traffic volume

Other relevant research:

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Reasons to Read

In this Insights Video, Coresight Research analysts present insights from Groceryshop 2023, which took place during September 19–21, 2023, in Las Vegas, Nevada, US. Groceryshop is an annual conference that helps businesses navigate the evolving grocery landscape, exploring the latest business models, advanced technologies and shifting consumer behaviors.

We discuss top takeaways for grocery and CPG retailing across the major themes of the conference, including unified shopping experiences (an omnichannel strategy), future-proofing and new growth opportunities. Key topics include generative AI and retail media networks.

We also present highlights from the “Shark Reef” Startup Pitch competition, held on the first day of the conference.

Coresight Research is a research partner of Groceryshop 2023.

Companies mentioned in this Insights Video include: Ahold Delhaize, Albertsons, Amazon, Curology, Giant Eagle, Guac, Hungryroot, Hy-Vee, Instock.com, Kroger, Mars Petcare, Sam’s Club, Ritual

Other relevant research:

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Reasons to Read

We highlight our latest thinking on the prospects for UK holiday retailing, as of October 2023.

Data in this research report include:

  • Recent trends in, and impacts of, inflation, interest rates and consumer confidence in the UK
  • How consumers are spending—recent total retail sales and year-over-year retail sales growth for the UK

Companies mentioned in this research report include: ASOS, Boohoo, B&M, Marks & Spencer, Next, Primark, Tesco

Other relevant research:

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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, we present findings from our survey conducted on October 2, 2023.

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

  • Which retailers consumers have bought food and nonfood products from in the last two weeks
  • What products consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks
  • Avoidance of public places, by type of public place—latest data and four-week PPT changes
  • Consumers’ expectations for the economy overall and for their own personal financial situation in 12 months compared to now

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:

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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.

From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss our updated view on the prospects for US holiday retailing, drawing on our analysis of proprietary consumer survey data, inflation trends and more.

Other relevant research:

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