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 | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls.

Deep Dive | April 16, 2024 Premium

US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships

How can US brands and retailers gain a competitive edge in long-term customer loyalty? We analyze proprietary survey findings to uncover what US consumers want from loyalty programs, and discuss the opportunities for retailers to drive engagement and sales through AI (artificial intelligence), gamification, experiential rewards and more.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | February 13, 2024 Premium

Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry.

Deep Dive | December 14, 2023 Premium

3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Market Outlook | December 13, 2023 Premium

US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector.

Market Outlook | December 7, 2023 Premium

US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical Stores

Discover the prospects for apparel and footwear retailing in the US in 2024, as well as themes to watch in the sector.

Insight Report | October 18, 2023 Premium

Generative AI Latest: The Rise of RAG, Updates from Amazon, Meta and Oracle

Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the rise of RAG (Retrieval-Augmented Generation) and updates from technology giants Amazon, Meta and Oracle.

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.

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.

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.

Insight Report | June 30, 2023 Premium

Amazon Prime Day 2023: Preview—Five Key Insights

Amazon’s Prime Day will be held on July 11–12 this year. We present five key insights into Prime Day 2023 ahead of the event—covering popular product categories, back-to-school shopping trends, Prime membership rates and more.

Market Outlook | June 26, 2023 Premium

Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies

We present a definitive guide on the US grocery retail 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.

Deep Dive | June 22, 2023 Premium

1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand

Coresight Research offers analysis of the first 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.