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
Product TypeDeep Dive Product TypeDeep Dive | December 19, 2022 Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label.Read More
Product TypeInsight Report Product TypeInsight Report | December 12, 2022 Premium 3Q22 US Department Store Insights: Retailers Expect Very Promotional Holiday, Similar to 2019We examine the performance of Kohl’s, Macy’s and Nordstrom in the third quarter of 2022 (3Q22). We analyze total sales, comparable sales, digital sales, product categories and more.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 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 GrowthOur 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 TypeInsight Report Product TypeInsight Report | October 7, 2022 Premium 2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across RetailersWe examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.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
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 2,000Our 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
