Product TypeInsight Report Product TypeInsight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 2, 2023 Premium E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online OfferingsWe explore the US home-improvement sector’s recent online performance, as well as future e-commerce prospects and the online strategies of many major players and innovators, including Floor & Decor, Home Depot and Lowe’s. Read More
Product TypeDeep Dive Product TypeDeep Dive | February 21, 2023 Premium US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallMost consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeDeep Dive Product TypeDeep Dive | February 20, 2023 Premium Market Outlook: India E-Commerce—Online Adoption Expands to the HinterlandsThe e-commerce sector in India is expanding due to growing rapidly. In this Market Outlook, we discuss the size and trajectory of India’s online retail market and factors and themes we are watching in 2023 and beyond. Read More
Product TypeDeep Dive Product TypeDeep Dive | February 7, 2023 Premium Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales SlowThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Amazon, The Clorox Company and more.Read More
Product TypeDeep Dive Product TypeDeep Dive | February 7, 2023 Premium US Consumer Tracker: Modest Valentine’s Day Spending LikelyHow do consumers plan to spend for Valentine’s Day? Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeStore Tracker Product TypeStore Tracker | February 3, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 5: US Openings Up 11%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, The TJX Companies, Tractor Supply Co. and Walmart, among others.Read More
Product TypeStore Tracker Product TypeStore Tracker | February 1, 2023 Premium US Store Tracker Extra, January 2023: US Retailers To Open 27 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of January 27, 2023, versus the comparable period in 2022.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 31, 2023 Premium US Consumer Tracker: Amazon Records January SlowdownShifts in Amazon’s share of nonfood shoppers see the online giant struggle to compete with Walmart. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeStore Tracker Product TypeStore Tracker | January 27, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 4: UK Closures Down 29%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Next and Trader Joe’s among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 24, 2023 Premium US Consumer Tracker: Consumers Settle in to Winter HabitsWe assess how US consumers are responding to macroeconomic pressures. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 19, 2022 Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 9, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 49: US Store Openings Up 2%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Big Lots and Dollar General, among others, in the US and Loake, JD Sports and Joules among others, in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. Read More
