Product TypeCompany Profile Product TypeCompany Profile | January 21, 2023 Premium Gap Inc. (NYSE: GPS) Company ProfileGap Inc. is a US-based retailer of accessories, apparel, footwear and personal care products. Headquartered in San Francisco, the company operates stores in Canada, China, France, Hong Kong, Ireland, Italy, Japan, Mexico, Taiwan, the UK 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 8, 2022 Premium Retail Media—New Opportunities for US Specialty RetailersThe pandemic-driven surge in online shopping has accelerated the growth of retail media. We explore the retail media opportunity for retailers that sell own-branded merchandise (single-brand) and multibrand retailers. Read More
Product TypeStore Tracker Product TypeStore Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | November 28, 2022 Premium Market Outlook: Apparel Specialty Retail in the US, the UK and ChinaWe analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators.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 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 TypeDeep Dive Product TypeDeep Dive | October 17, 2022 Premium America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and StrategyWe analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors Read More
Product TypeInsight Report Product TypeInsight Report | October 17, 2022 Premium Countdown to Holiday 2022: Trends To Watch in US Last-Mile DeliveryAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we expect to affect last-mile shipping this year.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 TypeInsight Report Product TypeInsight Report | September 20, 2022 Premium Inside Gap Inc.’s Lab Stores: Observations Through the Lens of the BEST FrameworkEarlier this year, members of the Coresight Research team visited Gap Inc.’s four laboratory stores, located near the company’s San Francisco, California headquarters. We view the stores through the lens of our proprietary BEST framework.Read More
Product TypeStore Tracker Product TypeStore Tracker | September 2, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 35: US Store Closures Down 56% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Farm Stores, Dollar General and Gap Inc. among others, in the US and Deichmann, Lakeland and Superdrug, among others, in the UK.Read More
