May 28, 2024 Insight Report 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.
May 21, 2024 Insight Report 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.
May 12, 2024 Analyst Corner 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.
May 7, 2024 Insight Report 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.
April 30, 2024 Insight Report 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.
April 18, 2024 Insight Report 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.
April 16, 2024 Deep Dive 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.
April 9, 2024 Deep Dive 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.
March 13, 2024 Insight Report 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.
March 12, 2024 Market Navigators/Market Outlook 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.
February 27, 2024 Insight Report 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.
February 20, 2024 Insight Report Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales 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 February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal.
February 15, 2024 Insight Report Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing 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.
February 13, 2024 Insight Report Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur 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.
February 9, 2024 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across BannersOur 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.
