September 6, 2023 Store Tracker Databank Members US Store Tracker Extra, August 2023: Retailers To Open 78 Million Square Feet of New Retail Space This YearThe US will see 78 million square feet of new retail space open in 2023, with Dollar General contributing an estimated 10.8 million square feet to that figure. We detail retailers’ store closure and opening announcements from August 2023, including their square-footage impact.
September 5, 2023 Insight Report Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below.
September 5, 2023 Market Navigators/Market Outlook Premium Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing LandscapeWe present our definitive guide on the US retail and e-commerce market. In this Market Navigator report, we explore the market’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes we are watching and retail innovators in the space.
August 30, 2023 Deep Dive Premium Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.
August 22, 2023 Insight Report Premium Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.
August 21, 2023 Market Navigators/Market Outlook Premium Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the WayWe present a definitive guide on the US beauty market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more.
August 15, 2023 Insight Report Premium Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.
August 8, 2023 Insight Report Premium Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales ImproveOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.
August 2, 2023 Market Navigators/Market Outlook Premium Market Outlook: UK Grocery—Inflation Drives Value Growth Amidst Volume DeclineIn this Market Outlook, we discuss the growth trajectory of the UK grocery retail market amid inflation, and explore the competitive landscape and key trends affecting consumer behavior.
August 1, 2023 Insight Report Premium Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor.
July 26, 2023 Deep Dive Premium Private Label vs. Name Brands: Uncovering Growth Opportunities in the US Food and Beverage MarketWe explore key trends and new opportunities in the US food and beverage private-label market using data from analytics firm Circana as well as proprietary Coresight Research surveys.
July 17, 2023 Insight Report Premium Carrefour To Acquire Cora and Match Banners in $1.2 Billion DealLouis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.
July 5, 2023 Store Tracker Databank Members US Store Tracker Extra, June 2023: Walgreens Adds 2 Million Square Feet to ClosuresThe US will see more than 60 million square feet of retail space close in 2023, with Walgreens contributing over 2 million square feet to that figure. We detail retailers’ store closure and opening announcements from June 2023, including their square-footage impact.
July 5, 2023 Insight Report Premium 1Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Further Improve for Many RetailersOur 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 1Q23 and assess how and why levels are changing. This quarter, overall inventory turnover rates were up down from the year-ago quarter.
July 4, 2023 Deep Dive Premium Head-to-Head in UK Apparel Retailing: Boohoo vs. PrimarkBoohoo and Primark are two major UK-based apparel retailers offering fast fashion products at ultra-low prices. As part of the Head-to-Head series from Coresight Research, we provide insights into the companies’ business models, revenues, key strategies, collaborations and sustainable initiatives.
