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.

Insight Report | January 25, 2024 Premium

Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail Theft

Continuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America.

Market Outlook | January 11, 2024 Premium

Market Navigator: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary Spending

We present our definitive guide on the US mass merchandiser, warehouse club and discount store market. Delve into emerging opportunities, the competitive landscape, the market’s growth trajectory and more!

Market Outlook | January 4, 2024 Premium

Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount Stores

This Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more.

Insight Report | January 3, 2024 Premium

3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday Quarter

In our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period.

Market Outlook | December 6, 2023 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on Essentials

Discover the prospects for mass merchandise, warehouse club and discount store retailing in the US in 2024, as well as themes to watch in the sector.

Insight Report | November 27, 2023 Premium

Holiday 2023: Black Friday Insights from Store Visits in the US and the UK

What happened on Black Friday 2023? The Coresight Research team conducted our annual tour of stores to offer insights on the shopping event in the US and the UK, covering the depth of promotions, product quantity and availability, consumer activity and demand, and more.

Deep Dive | November 15, 2023 Premium

Ebook: Discount Decades

Our Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Deep Dive | November 8, 2023 Premium

Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth

In this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

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.

Insight Report | May 31, 2023 Premium

Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others 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 first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others.

Deep Dive | May 8, 2023 Premium

Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose It

Our sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon’s offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends.

Deep Dive | May 2, 2023 Premium

US Consumer Tracker: A Potential Shift from Services to Retail?

US consumers are not visiting restaurants as frequently as previously, likely due to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data.

Insight Report | April 26, 2023 Premium

Data Dive: What US, European and Australian Retailers Are Saying on Capex

In this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology.