Coresight 100

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Company Profile | February 23, 2024 Premium

Costco (NASDAQ: COST) Company Profile

Costco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico).

Insight Report | February 20, 2024 Premium

Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines

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 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal.

Insight Report | February 15, 2024 Premium

Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting Offenses

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more.

Insight Report | February 13, 2024 Premium

Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

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 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry.

Company Profile | February 13, 2024 Premium

Prada S.p.A (SEHK: 1913) Company Profile

Prada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries.

Store Tracker | February 9, 2024 Databank Members

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.

Insight Report | February 6, 2024 Premium

Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees 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 February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance.

Insight Report | January 25, 2024 Premium

Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail Theft

Continuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America.

Deep Dive | January 19, 2024 Premium

Retail 2024: Five Forces and Five Trends Shaping UK Retail

As part of the Coresight Research Retail 2024 series, we present five forces and five trends that will shape UK retailing in 2024, which Coresight Research expects to be a year of transition for consumers and retailers in the UK.

Market Navigators/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 Navigators/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.

Insight Report | December 14, 2023 Premium

Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and Australia

We present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada.