Product TypeInsight Report Product TypeInsight Report | May 24, 2023 Premium Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow GrowthOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 21, 2023, which include Alibaba, Bath & Body Works and Home Depot.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 8, 2023 Premium Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose ItOur sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon's offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends. 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 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 TypeStore Tracker Product TypeStore Tracker | March 3, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 9: US Openings Up 21%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from At Home, Bath & Body Works, Camping World, Grocery Outlet, Meijer, Outdoor Voices, Schnucks and Walmart, among others.Read More
Product TypeInsight Report Product TypeInsight Report | February 28, 2023 Premium Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed GrowthThe 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 Alibaba, Bath & Body Works, Floor & Decor Holdings and more.Read More
Product TypeStore Tracker Product TypeStore Tracker | February 3, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 5: US Openings Up 11%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, The TJX Companies, Tractor Supply Co. and Walmart, among others.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 | 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 TypeCompany Profile Product TypeCompany Profile | November 11, 2022 Premium The TJX Companies, Inc. (NYSE: TJX) Company ProfileThe TJX Companies is a US-based retailer of accessories, apparel, bath and beauty, food products, footwear, home, jewelry and other merchandise. Headquartered in Framingham, Massachusetts, the company operates stores in Australia, Austria, Canada, Germany, Ireland, the Netherlands, Poland, the UK and the US.Read More
Product TypeInsight Report Product TypeInsight Report | October 7, 2022 Premium 1H22 US Off-Price Retail Insights: Outlook Clouded by Inflation Impacts and Retail’s Inventory OverloadWe assess the performance of US off-price retailers in the second quarter of fiscal year 2022 highlighting Burlington, Ross and The TJX Companies. We present trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management. Read More
