Product TypeDeep Dive Product TypeDeep Dive | May 2, 2023 Premium US Consumer Tracker: A Potential Shift from Services to Retail?US consumers are not visiting restaurants as frequently as previously, likely due to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data.Read More
Product TypeInsight Report Product TypeInsight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Product TypeInsight Report Product TypeInsight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur 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 4Q22 and assess how and why levels are changing across various sectors.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 3, 2023 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private LabelWe examine key current consumer shopping trends in the US grocery market, using data sourced from IRI—examining traffic, basket size and trip frequency, sales channels, price per unit and private label.Read More
Product TypeInsight Report Product TypeInsight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth 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 | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter's and Dollar Tree, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | February 21, 2023 Premium US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallMost consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
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 Kroger (NYSE: KR) Company ProfileKroger is a retailer of groceries. Headquartered in Cincinnati, Ohio, the company operates stores in the US.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 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. 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
