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 TypeDeep Dive Product TypeDeep Dive | May 8, 2023 Premium Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose ItOur 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. Read More
Product TypeDeep Dive Product TypeDeep 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.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 TypeDeep Dive Product TypeDeep Dive | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See 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 Best Buy, Big Lots, Burlington Stores, Carter's and Dollar Tree, among others.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 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 TypeMarket Outlook Product TypeMarket Outlook | February 6, 2023 Premium Market Outlook: US Department Stores—Innovation Amid New ChallengesWe explore how US department stores are innovating amid new challenges. We analyze the size and growth prospects of the market and detail the competitive landscape and key themes we are watching. 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 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 TypeCompany Profile Product TypeCompany Profile | January 17, 2023 Premium Kohl’s Corporation (NYSE: KSS) Company ProfileKohl’s is a US-based retailer of accessories, apparel, beauty, footwear and home. Headquartered in Menomonee Falls, Wisconsin, the company operates 1,165 stores across the US and an e-commerce site. 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
