Product TypeCompany Profile Product TypeCompany Profile | December 22, 2022 Premium Lowe’s Companies, Inc. (NYSE: LOW) Company ProfileLowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US.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 TypeEvent Coverage Product TypeEvent Coverage | December 13, 2022 Premium Lowe’s Analyst and Investor Conference 2022: Retailer Looks To Accelerate Market Share Through Its Total Home Strategy We present key insights from Lowe’s Analyst and Investor Conference on December 7, 2022, covering its Total Home strategy and the company’s plans for a single-source unified omnichannel network. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 5, 2022 Premium November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home SalesWe examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline. 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 TypeMarket Outlook Product TypeMarket Outlook | November 22, 2022 Premium Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive RetailingConsumer demand in the US furniture and home-furnishings retail market is facing headwinds due to lower consumer disposable income. Our Market Outlook surveys the market size, online market, driving factors, competitive landscape, themes we are watching and innovators. Read More
Product TypeDeep Dive Product TypeDeep Dive | November 7, 2022 Premium Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’sWe analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities. Read More
Product TypeMarket Outlook Product TypeMarket Outlook | October 13, 2022 Premium Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store RetailWe analyze the US home-improvement (DIY) retail sector as the housing market cools off, covering market size, factors, the online market, competitive landscape and themes we are watching. We also introduce retail innovators. Read More
Product TypeDeep Dive Product TypeDeep Dive | October 4, 2022 Premium 10 Trends in US Furniture and Home-Furnishings RetailingWe analyze 10 trends in US furniture and home-furnishings retailing, ranging from strengthening brick-and-mortar strategies to using customer data for predictive analytics and personalization. We offer insights for companies seeking to capitalize on ongoing changes in the market. 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 TypeDeep Dive Product TypeDeep Dive | September 5, 2022 Premium August 2022 US Housing Market Indicators: Housing Affordability Slumps with Major Decline in New Home SalesWe examine nine indicators to assess the health of the US housing market. The most recent data show a major decline in new home sales along with a collapse in housing affordability.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
Product TypeInsight Report Product TypeInsight Report | August 23, 2022 Premium Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others.Read More
