Coresight 100

Access 6,000+ 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.

Deep Dive | September 21, 2023 Premium

2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates

Coresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Event Presentation | September 14, 2023 Premium

US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market Navigator

In this presentation, we offer key highlights from our Market Navigator on the US retail and e-commerce market, covering growth drivers, the competitive landscape, key themes and more.

Insight Report | September 13, 2023 Premium

Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion Deal

Kroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations.

Store Tracker | September 6, 2023 Premium

US Store Tracker Extra, August 2023: Retailers To Open 78 Million Square Feet of New Retail Space This Year

The US will see 78 million square feet of new retail space open in 2023, with Dollar General contributing an estimated 10.8 million square feet to that figure. We detail retailers’ store closure and opening announcements from August 2023, including their square-footage impact.

Insight Report | September 5, 2023 Premium

Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below.

Market Outlook | September 5, 2023 Premium

Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape

We present our definitive guide on the US retail and e-commerce market. In this Market Navigator report, we explore the market’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes we are watching and retail innovators in the space.

Deep Dive | August 30, 2023 Premium

Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Market Outlook | August 21, 2023 Premium

Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way

We present a definitive guide on the US beauty market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more.

Insight Report | August 15, 2023 Premium

Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.

Insight Report | August 8, 2023 Premium

Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.

Market Outlook | August 2, 2023 Premium

Market Outlook: UK Grocery—Inflation Drives Value Growth Amidst Volume Decline

In this Market Outlook, we discuss the growth trajectory of the UK grocery retail market amid inflation, and explore the competitive landscape and key trends affecting consumer behavior.

Insight Report | August 1, 2023 Premium

Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor.

Deep Dive | July 26, 2023 Premium

Private Label vs. Name Brands: Uncovering Growth Opportunities in the US Food and Beverage Market

We explore key trends and new opportunities in the US food and beverage private-label market using data from analytics firm Circana as well as proprietary Coresight Research surveys.

Insight Report | July 17, 2023 Premium

Carrefour To Acquire Cora and Match Banners in $1.2 Billion Deal

Louis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.