Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Deep Dive | April 25, 2023 Premium US Apparel and Footwear Private Label: Consumer Attitudes and Inflation Present OpportunitiesPrivate label can help apparel and footwear retailers increase sales, reduce costs and increase margins. We dive into the state of the US apparel and footwear private-label market, including opportunities, key players and themes we are watching. Read More
Event Coverage | April 11, 2023 Premium Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five YearsWe present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios 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 4Q22 and assess how and why levels are changing across various sectors. Read More
Deep Dive | April 3, 2023 Premium March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly RiseWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales. Read More
Deep Dive | April 3, 2023 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private LabelWe examine key current consumer shopping trends in the US grocery market, using data sourced from IRI—examining traffic, basket size and trip frequency, sales channels, price per unit and private label. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth 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
Deep Dive | March 22, 2023 Premium US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand FadesWe explore how dresswear, smart-casual and occasion-based apparel in the US will fare after a year of strong demand revival. We present category growth projections, insights into market factors, proprietary survey findings on consumer spending, and more. Read More
Deep Dive | March 15, 2023 Premium February 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year AgoWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show depressed housing affordability versus a year ago. Read More
Insight Report | March 14, 2023 Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others. Read More
Deep Dive | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others. Read More
Store Tracker | March 3, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 9: US Openings Up 21%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from At Home, Bath & Body Works, Camping World, Grocery Outlet, Meijer, Outdoor Voices, Schnucks and Walmart, among others. Read More
Deep Dive | March 2, 2023 Premium E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online OfferingsWe explore the US home-improvement sector’s recent online performance, as well as future e-commerce prospects and the online strategies of many major players and innovators, including Floor & Decor, Home Depot and Lowe’s. Read More
Deep Dive | March 2, 2023 Premium European Grocery Retail Dynamics Amid Broader Inflationary TrendsEuropean consumers and retailers are under pressure amid an energy crisis and mounting concerns over a possible economic downturn. We discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures. Read More
Insight Report | February 28, 2023 Premium Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed GrowthThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Alibaba, Bath & Body Works, Floor & Decor Holdings and more. Read More
