Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing 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. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe 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. Read More
Market Outlook | January 11, 2024 Premium Market Navigator: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary SpendingWe 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! Read More
Market Outlook | January 4, 2024 Premium Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount StoresThis 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. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn 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. Read More
Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe 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. Read More
Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur 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 December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. Read More
Market Outlook | December 6, 2023 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on EssentialsDiscover 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. Read More
Insight Report | November 27, 2023 Premium Holiday 2023: Black Friday Insights from Store Visits in the US and the UKWhat 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. Read More
Deep Dive | November 15, 2023 Premium Ebook: Discount DecadesOur 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. Read More
Deep Dive | November 8, 2023 Premium Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future GrowthIn 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. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight 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. Read More
Insight Report | September 5, 2023 Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers 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 second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight 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. Read More