Product TypeInsight Report Product TypeInsight 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 DeclineOur 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.Read More
Product TypeInsight Report Product TypeInsight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn 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. Read More
Product TypeInsight Report Product TypeInsight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur 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 4Q22 and assess how and why levels are changing across various sectors.Read More
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 TypeInsight Report Product TypeInsight Report | March 14, 2023 Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe 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 BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Product TypeInsight Report Product TypeInsight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. 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 TypeInsight Report Product TypeInsight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur 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 American Eagle Outfitters, Best Buy and Burlington Stores, among others.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | November 28, 2022 Premium Market Outlook: Apparel Specialty Retail in the US, the UK and ChinaWe analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur 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 TypeCompany Profile Product TypeCompany Profile | November 4, 2022 Premium Dick’s Sporting Goods (NYSE: DKS) Company ProfileDick’s Sporting Goods is a retailer of sports accessories, apparel, equipment and footwear. Headquartered in Pennsylvania, the company operates stores across the US. Read More
Product TypeDeep Dive Product TypeDeep Dive | October 17, 2022 Premium America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and StrategyWe analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors 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 StronglyOur 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 ErodesWe 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
