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.

Store Tracker | December 9, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 49: US Store Openings Up 2%

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Big Lots and Dollar General, among others, in the US and Loake, JD Sports and Joules among others, in the UK.

Company Profile | December 8, 2022 Premium

Herbalife Nutrition Ltd. (NYSE: HLF) Company Profile

Headquartered in Los Angeles, California, Herbalife Nutrition is a producer of health and personal care products that operates in 95 countries and territories throughout the world.

Insight Report | December 8, 2022 Premium

Retail Media—New Opportunities for US Specialty Retailers

The pandemic-driven surge in online shopping has accelerated the growth of retail media. We explore the retail media opportunity for retailers that sell own-branded merchandise (single-brand) and multibrand retailers.

Deep Dive | December 8, 2022 Premium

Head-to-Head in Luxury: Kering vs. LVMH

As part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion.

Insight Report | December 6, 2022 Premium

Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others.

Deep Dive | December 5, 2022 Premium

November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales

We examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline.

Store Tracker | December 1, 2022 Premium

US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021.

Insight Report | November 29, 2022 Premium

Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others.

Market Outlook | November 28, 2022 Premium

Market Outlook: Apparel Specialty Retail in the US, the UK and China

We analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators.

Insight Report | November 23, 2022 Premium

Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy

On the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.

Insight Report | November 22, 2022 Premium

Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others.

Market Outlook | November 22, 2022 Premium

Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive Retailing

Consumer demand in the US furniture and home-furnishings retail market is facing headwinds due to lower consumer disposable income. Our Market Outlook surveys the market size, online market, driving factors, competitive landscape, themes we are watching and innovators.

Deep Dive | November 21, 2022 Premium

US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop?

US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures.

Store Tracker | November 18, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ahold Delhaize, Allbirds and Dillard’s, among others, in the US and B&M, Co-op and Jack & Jones among others, in the UK.