Coresight 100

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing 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.

Deep Dive | April 16, 2024 Premium

US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships

How 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.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We 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.

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 Decline

Our 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.

Store Tracker | February 9, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across Banners

Our 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.

Insight Report | February 8, 2024 Premium

Generative AI Latest: GenAI Chatbots and Apps Are Ready for Prime Time

Continuing our Generative AI Latest series, we present recent announcements in the GenAI space globally—including new applications and infrastructure, and the rise of GenAI chatbots.

Market Outlook | January 11, 2024 Premium

Market Navigator: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary Spending

We present our definitive guide on the US mass merchandiser, warehouse club and discount store market. Delve into emerging opportunities, the competitive landscape, the market’s growth trajectory and more!

Deep Dive | January 9, 2024 Premium

Retail 2024: Five Forces and Five Trends Impacting US Retail

As part of our Retail 2024 series of outlook reports, our flagship annual report outlines five forces and five retail trends that Coresight Research expects to impact US retail throughout 2024, which we believe will be a year of transition for consumers and retailers alike.

Market Outlook | January 4, 2024 Premium

Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount Stores

This Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more.

Insight Report | January 3, 2024 Premium

3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday Quarter

In our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period.

Deep Dive | December 14, 2023 Premium

3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Market Outlook | December 13, 2023 Premium

US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector.

Market Outlook | December 7, 2023 Premium

US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical Stores

Discover the prospects for apparel and footwear retailing in the US in 2024, as well as themes to watch in the sector.

Insight Report | November 21, 2023 Premium

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline

Our 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 November 19, 2023, including Alibaba, Macy’s, Target and Walmart.

Deep Dive | November 15, 2023 Premium

Ebook: Discount Decades

Our Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.