Retail sector forecasts for 2024: e-book

Published – January 2024

Coresight research Retail 2024 series of reports outlines the outlook for retail in 2024, examining key trends by geography (i.e. US, UK, China and India) and sector. We will also talk about trends in health care and technology.

This comprehensive ebook combines ours Retail sector outlook for 2024s, presenting directional market insights and topics to watch across multiple retail sectors. We focus primarily on the American market sectors – clothing and footwear; beauty; CPG; department stores; drugstores; grocery store; home and home improvement; and mass merchants, warehouse clubs and discount stores – but we also cover e-commerce in China and the US, as well as the global luxury goods market.

We also analyze the current state of the U.S. economy to contextualize our insights by sector.

Data in this test report switch on:

• US macro context – unemployment rate, real disposable income per capita, personal savings rate, home prices, gas prices, consumer spending growth
• Sales growth projections by sector

Entry

Chapter 1: US Macro Context

Chapter 2: American Clothing and Footwear

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 3: The Beauty of the USA

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 4: American CPG

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 5: Department Stores in the USA

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 6: Drugstores in the USA

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 7: Groceries in the USA

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 8: The American Home and Improvements

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 9: American Mass Retailers, Warehouse Clubs, and Discount Stores

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Chapter 10: E-Commerce in the US and China

• American e-commerce
• E-commerce in China
• Three topics to watch in 2024

Chapter 11: Global Luxury

• Directional perspective
• Tailwinds and headwinds
• Three topics to watch in 2024

Notes

49-page report in PDF format

Adidas, Albertsons, Alibaba, Amazon, Bath & Body Works, Kering, Big Lots, BJ’s Wholesale Club, Costco, Dollar General, Grocery Store, Home Depot, Kering, Kohl’s, Kroger, Lowe’s, LVMH, Macy’s, Nordstrom, Shein, Target , Ago, Ulta Beauty, Walmart

1. U.S. unemployment rate (left axis; %) and average hourly wage in the U.S. (right axis; %)
2. Annualized real disposable income per capita in the US (left axis; USD) and annual change (right axis; %)
3. Personal savings rate (left axis; %) and annual change (right axis; PPT)
4. New housing starts (left axis) and the Case-Shiller home price index (right axis)
5. U.S. standard gasoline price for all formulas (left axis; USD per gallon)* and University of Michigan Consumer Sentiment Index (right axis)
6. Real and nominal growth in US consumer spending (% y/y change)
7. US apparel and footwear market: sales (left axis; USD billions) and year-over-year change (right axis; %)
8. US cosmetics market: sales (left axis; USD billions) and year-on-year change (right axis; %)
9. US CPG: sales (left axis; USD billions) and annual change (right axis; %)
10. US Department Stores: Sales (left axis; USD billions) and annual change (right axis; %)
11. Drugstores and pharmacies in the USA: sales (left axis; USD billions) and y/y change (right axis; %)
12. US grocery retail market: sales (left axis; USD billions) and annual change (right axis; %)
13. US home improvement sector: sales (left axis; USD billions) and annual change (right axis; %)
14. Mass retailers, warehouse clubs and discount stores in the US: sales (left axis; USD billions) and annual change (right axis; %)
15. US e-commerce: sales (left axis; USD billions) and yearly change (right axis; %)
16. E-commerce in China: Sales (left axis; RMB billion) and yearly change (right axis; %)
17. Global luxury goods market: sales (left axis; USD billions) and annual change (right axis; %)