December 23, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 51: US Closures Down by HalfOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble, Cotton On, Dollar General, Five Below and Victoria’s Secret, among other companies.
December 20, 2022 Deep Dive Premium Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market GrowthIn this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior.
December 20, 2022 Deep Dive Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third 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.
December 20, 2022 Deep Dive Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers.
December 19, 2022 Deep Dive Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label.
December 15, 2022 Event Coverage Premium Salesforce Industry Analyst Forum 2022: Slack CEO To Leave Salesforce; Digital HQ Concept Enables CollaborationWe present key insights from Salesforce’s Industry Analyst Forum, a virtual fireside chat with Slack CEO Stewart Butterfield that focused on the future of the collaboration tool. We discuss Salesforce’s acquisition of Slack, the impending departure of Butterfield and Slack’s plans to improve productivity through integrations.
December 14, 2022 Insight Report Premium Key Festivals and Holidays for Promotional Campaigns in China in 2023: CalendarThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2023 calendar to plan your marketing and sales strategies for the China market.
December 13, 2022 Event Coverage Premium Lowe’s Analyst and Investor Conference 2022: Retailer Looks To Accelerate Market Share Through Its Total Home Strategy We present key insights from Lowe’s Analyst and Investor Conference on December 7, 2022, covering its Total Home strategy and the company’s plans for a single-source unified omnichannel network.
December 12, 2022 Insight Report Premium 3Q22 US Department Store Insights: Retailers Expect Very Promotional Holiday, Similar to 2019We examine the performance of Kohl’s, Macy’s and Nordstrom in the third quarter of 2022 (3Q22). We analyze total sales, comparable sales, digital sales, product categories and more.
December 9, 2022 Store Tracker Databank Members 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.
December 8, 2022 Insight Report Premium Retail Media—New Opportunities for US Specialty RetailersThe 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.
December 8, 2022 Deep Dive Premium Head-to-Head in Luxury: Kering vs. LVMHAs 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.
December 6, 2022 Insight Report Premium Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales DeclineOur 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.
December 5, 2022 Deep Dive Premium November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home SalesWe 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.
December 1, 2022 Store Tracker Databank Members US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe 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.
