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Product TypeInsight Report | Premium

Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.

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Product TypeCompany Profile | Register for Free Access

Costco (NASDAQ: COST) Company Profile

Costco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico).

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Product TypeStore Tracker | Premium

US Store Tracker Extra, April 2022: US Retailers To Open More Than Three Times as Much Retail Space as They Close in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of April 29, 2022, versus the comparable period in 2021.

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Product TypeDeep Dive | Premium

US Consumer Tracker Extra: Inflation Reactions and Grocery Trends

With high inflation in US grocery, we examine shoppers’ perceptions of price rises and how they are changing their behavior as a result, with breakdowns by income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.

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Product TypeStore Tracker | Premium

US Store Tracker Extra, March 2022: US Retailers To Open 68 Million Square Feet of Retail Space in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of April 1, 2022, versus the comparable period in 2021.

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Product TypeInsight Report | Premium

4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

Our 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

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Product TypeInsight Report | Premium

Achieving Agility and Resilience in Sourcing: Five Strategies for Brands and Retailers

The pandemic and diplomatic tensions have brought about closer scrutiny of sourcing strategies in retail. Against the backdrop of supply chain disruption, we present five strategies for global brands and retailers to improve sourcing agility and resilience, covering speed to market, technologies, supplier partnerships and more.

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Product TypeInsight Report | Premium

Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.

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Product TypeDeep Dive | Premium

US Consumer Tracker: Beauty Purchases Slow

Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. This week, we note a slowing of cosmetics purchases while the public avoidance rate seems to have stabilized.

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