Product TypeDeep Dive Product TypeDeep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.Read More
Product TypeInsight Report Product TypeInsight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 4, 2022 Premium Bath & Body Works, Inc. (NYSE: BBWI) Company Profile Bath & Body Works is a beauty, home goods and personal care products retailer that operates in Canada and the US. Read More
Product TypeInsight Report Product TypeInsight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes We analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeStore Tracker Product TypeStore Tracker | August 26, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 34: US Store Closures Cross 2,000 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Kohl’s and Value City Furniture in the US and Boux Avenue, Dune London and Lakeland, among others, in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | August 23, 2022 Premium Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others.Read More
Product TypeInsight Report Product TypeInsight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory Surge Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational Strategies This report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeStore Tracker Product TypeStore Tracker | June 1, 2022 Premium US Store Tracker Extra, May 2022: Nordstrom Pushes Total Closed Retail Space To 27 Million Square Feet The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of May 27, 2022, versus the comparable period in 2021. Read More
Product TypeStore Tracker Product TypeStore Tracker | May 27, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 21: US Store Openings Up 6% Year over Year Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allsup’s, L.L. Bean and Wegmans in the US and Geek Retreat, House of Fraser and Savers in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | May 25, 2022 Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others. Read More
