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Company Profile | June 8, 2024 Premium

H&M (OMX: HM-B) Company Profile

H&M is a Sweden-based retailer of accessories, apparel, beauty and homeware products. Headquartered in Stockholm, the company operates stores in China, France, Germany, Italy, the Netherlands, Russia, Sweden, Switzerland, the UK, the USA and 64 other countries.

Company Profile | June 7, 2024 Premium

The TJX Companies, Inc. (NYSE: TJX) Company Profile

The TJX Companies is a US-based retailer of accessories, apparel, bath and beauty, food products, footwear, home, jewelry and other merchandise. Headquartered in Framingham, Massachusetts, the company operates stores in Australia, Austria, Canada, Germany, Ireland, the Netherlands, Poland, the UK and the US.

Company Profile | June 7, 2024 Premium

Amazon (NASDAQ: AMZN) Company Profile

Amazon 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.

Company Profile | June 7, 2024 Premium

Ross Stores, Inc. (NasdaqGS: ROST) Company Profile

Ross 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.

Deep Dive | June 6, 2024 Premium

US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce

In 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.

Insight Report | June 4, 2024 Premium

Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More

Our 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.

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 Decline

Our 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.

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 Declines

Our 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.

Analyst Corner | May 12, 2024

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Analyst Corner—Our 2024 Amazon Apparel US Consumer Survey, with Anand Kumar: Insights From Our Seventh Annual Survey

In 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.

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 Declines

Our 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.

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 Declines

Our 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.

Insight Report | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing 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.

Deep Dive | April 16, 2024 Premium

US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships

How 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.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We 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.

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 Declines

Our 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.