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.

Deep Dive | May 8, 2023 Premium

Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose It

Our 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.

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 Improve

Our 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.

Deep Dive | May 2, 2023 Databank Members

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.

Insight Report | April 26, 2023 Premium

Data Dive: What US, European and Australian Retailers Are Saying on Capex

In 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.

Deep Dive | April 25, 2023 Premium

US Apparel and Footwear Private Label: Consumer Attitudes and Inflation Present Opportunities

Private 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.

Event Coverage | April 11, 2023 Premium

Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five Years

We 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.

Insight Report | April 11, 2023 Premium

4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers

Our 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.

Deep Dive | April 3, 2023 Premium

March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly Rise

We 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.

Deep Dive | April 3, 2023 Premium

How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private Label

We 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.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We 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.

Deep Dive | March 22, 2023 Premium

US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand Fades

We 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.

Deep Dive | March 15, 2023 Premium

February 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year Ago

We 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.

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 Decline

The 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.

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 Decline

The 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.

Store Tracker | March 3, 2023 Databank Members

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.