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 5, 2025 Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies. Read More
Deep Dive | March 5, 2025 Premium Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products, and present an update on their expectations for the economy. Read More
Deep Dive | March 4, 2025 Premium Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights ExtraDive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions. Read More
Deep Dive | February 26, 2025 Premium Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsFrom the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative. Read More
Deep Dive | February 18, 2025 Premium Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsFrom the dominance of Kohl’s to the popularity of apparel categories, dive into our survey-driven insights on department store shopping. Plus, what are consumers’ expectations for the economy and their personal finances? Discover how overall consumer sentiment is tracking in this weekly research report series. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Deep Dive | February 12, 2025 Premium Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. Read More
Deep Dive | February 4, 2025 Premium Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWhich e-commerce retailers and marketplaces are popular? What are online shoppers buying? Dive into our sector-focused insights, and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Deep Dive | January 29, 2025 Premium Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Infographic | January 27, 2025 Free Report The New Coresight 100: Leading the Retail Charge in 2025—InfographicThe Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. This infographic presents selected insights on the selection methodology and composition of our global watchlist. Read More
Insight Report | January 27, 2025 Register for Free Access The New Coresight 100: Leading the Retail Charge in 2025The Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. We detail our selection methodology and dive into what’s new in the Coresight 100 for 2025. We also provide a breakdown of the list by sector and geography. Read More
Deep Dive | January 23, 2025 Premium Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingCoresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025. Read More
Company Profile | January 22, 2025 Premium American Eagle Outfitters (NYSE: AEO) Company ProfileAmerican Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US. Read More