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 TypeCompany Profile Product TypeCompany Profile | January 21, 2023 Premium Nordstrom Inc. (NYSE: JWN) Company ProfileNordstrom is a US-based department store retailer of accessories, beauty products, clothing, footwear and home furnishings. Headquartered in Seattle, the company operates 355 stores in Canada and the US.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 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 TypeInsight Report Product TypeInsight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur 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 American Eagle Outfitters, Best Buy and Burlington Stores, among others.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 TypeDeep Dive Product TypeDeep Dive | November 21, 2022 Premium US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop?US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures.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 TypeInsight Report Product TypeInsight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond.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 TypeInsight Report Product TypeInsight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | August 24, 2022 Premium Think Tank: Adaptive Apparel in the US—2022 Survey Results Confirm Category Growth OpportunitiesWe explore the adaptive apparel market opportunity in the US and innovations in the adaptive category over the past year. We present analysis of proprietary consumer survey findings to discuss adaptive needs and shoppers’ preferences and behaviors.Read More
Product TypeInsight Report Product TypeInsight Report | July 13, 2022 Premium Amazon Prime Day 2022 Insights: Amazon Limits Its Ambitions in Testing TimesSince its launch in 2015, Prime Day has become one of the most important events in the US retail calendar. We present our observations during the two days of Prime Day 2022.Read More
