Company Profile | June 7, 2024 Premium Amazon (NASDAQ: AMZN) Company ProfileAmazon is a US-based retailer of apparel, food and general merchandise. Headquartered in Seattle, the company operates dedicated websites in around 20 countries including Germany, Japan, the UK and the US. Read More
Company Profile | June 7, 2024 Premium Ross Stores, Inc. (NasdaqGS: ROST) Company ProfileRoss Stores is a US-based retailer of accessories, apparel, footwear and home. Headquartered in Dublin, California, the company operates stores in Guam and the US. Read More
Deep Dive | June 6, 2024 Premium US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-CommerceIn our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018. Read More
Insight Report | June 4, 2024 Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
Analyst Corner | May 12, 2024 Register for Free Access Analyst Corner—Our 2024 Amazon Apparel US Consumer Survey, with Anand Kumar: Insights From Our Seventh Annual SurveyIn this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, discusses key insights from our seventh annual survey of Amazon apparel shoppers, which was undertaken in March 2024 and featured over 2,000 US consumers. Read More
Insight Report | May 7, 2024 Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others. Read More
Insight Report | April 30, 2024 Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others. Read More
Insight Report | April 18, 2024 Premium Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls. Read More
Deep Dive | April 16, 2024 Premium US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting RelationshipsHow can US brands and retailers gain a competitive edge in long-term customer loyalty? We analyze proprietary survey findings to uncover what US consumers want from loyalty programs, and discuss the opportunities for retailers to drive engagement and sales through AI (artificial intelligence), gamification, experiential rewards and more. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur 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 March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Market Navigators/Market Outlook | March 12, 2024 Premium Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter GrowthIn this Market Navigator, Coresight Research explores the UK retail market, including e-commerce. Dive in to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur 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 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
