June 25, 2026 Insight Report Premium 1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More CriticalOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.
April 6, 2026 Deep Dive Premium The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectExplore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike.
January 27, 2026 Store Tracker Premium US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookThe Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the US. We review calendar 2025, breaking the counts down by sector, and present our projections for 2026.
January 9, 2026 Store Tracker Premium Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Walgreens, Carter’s, Dollar General, Tractor Supply and more.
December 18, 2025 Deep Dive Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
October 30, 2025 Insight Report Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.
October 16, 2025 Deep Dive Premium Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWhere, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.
August 12, 2025 Company Profile Premium Wayfair, Inc. (NYSE: W) Company ProfileWayfair is a US-based retailer of home goods, including décor, furniture and houseware. Headquartered in Boston, Massachusetts, the company operates stores in Canada, Germany, the UK and the US (its primary market).
March 5, 2025 Deep Dive Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.
January 7, 2025 Insight Report Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.
December 24, 2024 Deep Dive Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
October 18, 2024 Deep Dive Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.
August 27, 2024 Insight Report Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies.
August 5, 2024 Insight Report Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others.
July 8, 2024 Insight Report 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.
