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.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

Store Tracker | December 1, 2021 Premium

US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 26, 2021, versus the comparable period in 2020.

Insight Report | August 24, 2021 Premium

Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.

Insight Report | July 23, 2021 Premium

L Brands Investor Day 2021: Bath & Body Works Outlines Expansion Plan, Victoria’s Secret Details Comeback Strategy

We present key insights from the L Brands virtual Investor Day on July 19, 2021, covering BBW and Victoria’s Secret’s upcoming split, each business’s financial outlook and strategies for the medium term.

Insight Report | June 24, 2021 Premium

1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year Basis

Our 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 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.

Insight Report | May 25, 2021 Premium

Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Insight Report | April 7, 2021 Premium

4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates

Our 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 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.

Insight Report | March 1, 2021 Premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Insight Report | January 7, 2021 Premium

Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.

Insight Report | January 5, 2021 Premium

3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.

Deep Dive | December 23, 2020 Premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.

Insight Report | November 30, 2020 Premium

Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”

Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.

Store Tracker | November 27, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 48: Guitar Center Files for Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Foot Locker, Home Depot, Hibbett Sports, L Brands and Lowe’s in the US and Clarks, Jaeger and Peacocks in the UK.

Insight Report | November 23, 2020 Premium

Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

Insight Report | November 12, 2020 Premium

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.