Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024. Read More
Analyst Corner | March 30, 2025 Register for Free Access Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarIn this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three key real estate trends we are watching in the US retail market in 2025 and beyond, covering technology integration, experiential retail and more. Read More
Store Tracker | March 28, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Non-store-closure news includes The Container Store’s CEO stepping down. Read More
Store Tracker | March 28, 2025 Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings by Kingfisher and Whole Foods, and closures by Morrisons, as well as other developments from other retailers. Non-store-closure news includes The White Company appointing a new Chief Financial Officer. Read More
Insight Report | March 24, 2025 Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 19, 2025. Read More
Store Tracker | March 21, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight two major announcements: Forever 21’s decision to close all of its stores in the US and Dollar General’s plan to expand by 500+ stores. Non-store-closure news includes the CFO of Vince Holding stepping down. Read More
Store Tracker | March 21, 2025 Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight recent developments from Frasers Group, Screwfix and Superdrug, among others. Non-store-closure news includes Poundland appointing a new CFO. Read More
Infographic | March 21, 2025 Free Report Three Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestDiscover key data points we are watching in week 12 of 2025. This week, we focus on US retail sales performance and projections as well as survey-driven insights on consumers’ financial expectations. Read More
Market Navigators/Market Outlook | March 19, 2025 Premium Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsIn this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more. Read More
Insight Report | March 17, 2025 Premium Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealWalgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Deep Dive | March 10, 2025 Databank Members Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsWe analyze new, proprietary survey data on consumers’ expectations for their personal finances and the economy in China, against a backdrop of new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Store Tracker | March 7, 2025 Databank Members Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight recent store opening and closure announcements from Big Lots, Forever 21, Ross Stores and The TJX Companies. Non-store-closure news includes CEO changes at both Albertsons and Kroger. Read More
Infographic | March 7, 2025 Free Report Three Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentDiscover key data points we are watching in week 10 of 2025. This week, we focus on US consumer perceptions of inflation, tariffs and the economy, presenting highlights from our survey-driven research. Read More
