Product TypeCompany Profile Product TypeCompany Profile | January 7, 2023 Premium Ulta Beauty, Inc. (NasdaqGS: ULTA) Company ProfileUlta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private label selections. 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 | 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 TypeInsight Report Product TypeInsight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond.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 | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 20, 2022 Premium 10 Trends in Global BeautyConsumer expectations around beauty products and brands continue to evolve, and the sector must keep pace to capitalize on new opportunities. We present 10 trends that are impacting the global beauty market and identify strategies for beauty brands and retailers to best capitalize on momentum in each area.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 12, 2022 Premium E-Commerce Outlook: US Beauty—Skincare To Lead Online GrowthAn increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond.Read More
Product TypeInsight Report Product TypeInsight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first 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 | May 31, 2022 Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.Read More
Product TypeInsight Report Product TypeInsight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.Read More
