Product TypeDeep Dive July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeInsight Report May 15, 2020 premium Coronavirus Insights: US Drugstore Chains and Big-Box Pharmacy Retailers Roll Out Drive-Thru Coronavirus Testing Sites As some US states begin to reopen businesses and lift stay-at-home orders, the need for increased testing has become a focal point to slow the spread of the coronavirus. We discuss how the concept of drive-thru testing is undergoing mass expansion across the nation, due to the efforts of drugstore chains and pharmacy retailers.Read More
Product TypeDeep Dive May 6, 2020 premium US Online Grocery Survey 2020: Many More Shoppers Buying More Categories from More Retailers Our third annual US online grocery report looks at how many consumers are buying groceries online, how much of their total grocery spend e-commerce captures and which retailers they buy from online—among other findings.Read More
Product TypeDeep Dive April 2, 2020 premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches 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 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.Read More
Product TypeDeep Dive March 23, 2020 premium 4Q19 US Earnings Season Wrap-Up Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.Read More
Product TypeInsight Report March 20, 2020 premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the Storm As a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one.Read More
Product TypeFlash Report March 13, 2020 premium Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues US retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Product TypeCompany Profile February 20, 2020 premium Kroger (NYSE: KR) The Kroger Co. is the largest supermarket retailer in the US and the country’s second-biggest grocery retailer after Walmart Inc.Read More
Product TypeDeep Dive January 27, 2020 premium US Drugstores Adapt to a Digital Age within Healthcare and Beauty With the drugstore retail sector evolving in the face of digital disruption, we explore how two traditional pharmacy chains—CVS and Walgreens—are responding to competition from e-pharmacy startups and other online rivals. We discuss a number of key strategies that the two companies are implementing to expand their offerings.Read More
Product TypeEvent Coverage November 6, 2019 premium Kroger Analyst Day 2019: Confidence in Restock Kroger; Digital Fuelling Shopper Loyalty In Kroger’s analyst day 2019, management outlined key growth strategies – including the benefit of “incrementaility” from digital channels: Over 50% of Kroger’s revenue from delivery and pickup services comes from competitors. And, as customers shop across more modalities (channels), they bring more sales from rivals to Kroger.Read More
Product TypeDeep Dive October 22, 2019 premium How Loyalty Programs Help Retailers To Retain Customers and Drive Growth Well-designed loyalty programs offer retailers the opportunity to gain a larger share of wallet and increase customer retention. In this report, we examine best practices for implementing loyalty programs and how retailers can leverage consumer data to drive growth, as well as emerging trends in this field.Read More
Product TypeInsight Report October 21, 2019 premium Holiday 2019: US Retail Hiring Set To Be Flat Part of our Holiday 2019 series, this report outlines key developments related to holiday hiring in US retailRead More
Product TypeCompany Earnings Update September 13, 2019 premium Kroger (NYSE: KR) 2Q19 Results: Strong Same-Store Sales and EPS Beat For 2Q19, Kroger reported same-store sales growth ex fuel of 2.2%, ahead of the consensus estimate of 1.8% and strengthening from 1.5% in the prior quarter.Read More
Product TypeCompany Earnings Update June 21, 2019 premium Kroger (NYSE: KR) 1Q19 Results: Comp Growth Slows, Management Guides for an Uptick For 1Q19, Kroger reported same-store sales growth ex fuel of 1.5%, below the consensus estimate of 1.7% and slowing from 1.9% in the prior quarter.Read More
Product TypeInsight Report May 28, 2019 premium Who Shops Where for Groceries: US Shopper Demographics Our Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of in-store grocery shoppers. Read More
