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 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 TypeCompany Profile Product TypeCompany Profile | January 27, 2023 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 25, 2023 Free Report NRF 2023: Retail’s Big Show Wrap-Up—Business Agility, Purpose, Technology and Personalization Characterize Retail’s FutureWe present our insights from NRF: Retail’s Big Show. We discuss business agility, purpose, technology, personalization and more. 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 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 | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. 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 17, 2022 Premium Countdown to Holiday 2022: Hottest ToysAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 15, 2022 Premium US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of HolidayWe assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Product TypeDeep Dive Product TypeDeep Dive | November 2, 2022 Premium The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030As part of our new Future of series, we look ahead to 2030 with our analysts’ quantitative predictions for US grocery retailing, including market scale, channels, consumer behavior, product categories and technologies transforming the sector.Read More
