Store Tracker | July 5, 2023 Premium US Store Tracker Extra, June 2023: Walgreens Adds 2 Million Square Feet to ClosuresThe US will see more than 60 million square feet of retail space close in 2023, with Walgreens contributing over 2 million square feet to that figure. We detail retailers’ store closure and opening announcements from June 2023, including their square-footage impact. Read More
Insight Report | July 5, 2023 Premium 1Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Further 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 1Q23 and assess how and why levels are changing. This quarter, overall inventory turnover rates were up down from the year-ago quarter. Read More
Deep Dive | July 4, 2023 Premium Head-to-Head in UK Apparel Retailing: Boohoo vs. PrimarkBoohoo and Primark are two major UK-based apparel retailers offering fast fashion products at ultra-low prices. As part of the Head-to-Head series from Coresight Research, we provide insights into the companies’ business models, revenues, key strategies, collaborations and sustainable initiatives. Read More
Insight Report | June 30, 2023 Premium Amazon Prime Day 2023: Preview—Five Key InsightsAmazon’s Prime Day will be held on July 11–12 this year. We present five key insights into Prime Day 2023 ahead of the event—covering popular product categories, back-to-school shopping trends, Prime membership rates and more. Read More
Market Outlook | June 26, 2023 Premium Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and StrategiesWe present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 21, 2023 Premium US Online Grocery Survey 2023: Insights into Shopper Behaviors, Quick Commerce and Meal KitsIn our sixth annual US online grocery survey, Coresight Research delves into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Read More
Insight Report | May 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur 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 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. Read More
Infographic | May 26, 2023 Premium Amazon Apparel US Consumer Survey 2023—Infographic: Understanding Amazon Fashion and Why Consumers Choose ItHow popular is Amazon.com among apparel shoppers, and why do they shop Amazon Fashion? This infographic presents highlights from our sixth annual Amazon Apparel US Consumer Survey research report, which explores the preferences and habits of US clothing and footwear shoppers on Amazon.com. Read More
Insight 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
Insight Report | May 16, 2023 Premium Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate Sales DeclineOur 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 14, 2023, which include Coty, JD.com, Tapestry and more. Read More
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US 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 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more. Read More
Deep 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
Insight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023. Read More
Deep Dive | May 2, 2023 Premium US Consumer Tracker: A Potential Shift from Services to Retail?US consumers are not visiting restaurants as frequently as previously, likely due to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More