Coresight 100

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | January 7, 2025 Premium

3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays

Our 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 third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Market Outlook | December 23, 2024 Premium

Retail 2025: India Retail Predictions

We present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce.

Insight Report | December 19, 2024 Premium

Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty

We present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.

Market Outlook | December 10, 2024 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth

Discover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more.

Deep Dive | December 10, 2024 Premium

Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey Insights

Did Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Deep Dive | December 5, 2024 Premium

Generational Trends in Shopper Behavior: US Consumer Survey Insights Extra

Gen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? Dive into generational trends in consumer preferences and behavior in this US Consumer Survey Insights Extra report. We present survey-driven analysis of where shoppers make purchases and what they are buying, with findings broken down by age.

Company Profile | November 16, 2024 Premium

Tesco (LSE: TSCO) Company Profile

Tesco is a UK-based grocer that offers consumers groceries, fuel and various general merchandise products. Headquartered in Hertfordshire, England, the company currently operates 4,542 stores in the UK and central Europe, excluding franchise stores.

Company Profile | November 16, 2024 Premium

Ulta Beauty, Inc. (NasdaqGS: ULTA) Company Profile

Ulta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private-label selections.

Company Profile | November 16, 2024 Premium

Sprouts Farmers Market (NASDAQ: SFM) Company Profile

Sprouts Farmers Market is a US-based grocer that offers consumers a variety of grocery products, as well as health and beauty items. Headquartered in Phoenix, Arizona, the company currently operates 419 stores across 23 US states.

Company Profile | November 16, 2024 Premium

Weis Markets (NYSE: WMK) Company Profile

Weis Markets is a US-based retailer of grocery, fuel and general merchandise products, as well as pharmacy services. The company is headquartered in Sunbury, Pennsylvania, and currently operates 196 stores.

Insight Report | November 14, 2024 Premium

Retail Shrink and ORC: US Retailers Continue To Backtrack on Self-Checkout, Shoplifting Soars to Record Levels in England and Wales

We present the latest developments in retail shrink, including new legislation and self-checkout changes in the US, and shoplifting data from the UK. Plus, dive into recent commentary on shrink from selected retailers.

Deep Dive | November 12, 2024 Premium

Holiday 2024—Food Finds Favor for Festive Spending: US Consumer Survey Insights

We analyze new survey findings to track US consumers’ shopping behavior through the fourth quarter. Are consumers getting into the festive spirit? Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment to help retailers get ahead this holiday season.

Company Profile | November 8, 2024 Premium

VF Corporation (NYSE: VFC) Company Profile

VF Corporation is a US-based brand owner of lifestyle apparel, footwear and related products for men, women and children. Headquartered in Denver, Colorado, the company operates stores in Canada, China, the UK, the US and over 150 other countries. 

Insight Report | November 6, 2024 Premium

Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and Herbalife

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others.