Insight Report | July 25, 2024 Premium Retail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food RetailersContinuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US that occurred between mid-June and mid-July 2024, as well as recent earnings commentary from major retailers from Canada and the US. Read More
Insight Report | July 19, 2024 Premium Amazon Prime Day 2024 Insights: Travel, Food, Early Deals, Livestreaming—This Year’s Sales BoostersWe present our observations of Amazon’s Prime Day shopping event, held in the US and Western markets on July 16–17 this year. Discover insights related to travel, grocery and livestreaming, and see which US retailers are cutting into Amazon’s share of wallet. Read More
Market Outlook | July 10, 2024 Premium Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging BackdropIn this Market Navigator, Coresight Research explores the US apparel and footwear market. Dive in today to gain insights into emerging ideas and opportunities in apparel and footwear retailing, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 13, 2024 Premium US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season?What will consumers buy this back-to-school (BTS) season? Which apparel brands will capture spending? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories and apparel brands that consumers look set to shop this season. Read More
Deep Dive | June 12, 2024 Premium US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture ShareHow and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season. Read More
Deep Dive | June 6, 2024 Premium US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-CommerceIn our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
Analyst Corner | May 12, 2024 Register for Free Access Analyst Corner—Our 2024 Amazon Apparel US Consumer Survey, with Anand Kumar: Insights From Our Seventh Annual SurveyIn this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, discusses key insights from our seventh annual survey of Amazon apparel shoppers, which was undertaken in March 2024 and featured over 2,000 US consumers. Read More
Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls. Read More
Deep Dive | April 16, 2024 Premium US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting RelationshipsHow can US brands and retailers gain a competitive edge in long-term customer loyalty? We analyze proprietary survey findings to uncover what US consumers want from loyalty programs, and discuss the opportunities for retailers to drive engagement and sales through AI (artificial intelligence), gamification, experiential rewards and more. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Store Tracker | February 9, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across BannersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from H&M, Nordstrom, The RoomPlace, Tractor Supply Company and Walgreens Boots Alliance, among others. Read More