Product TypeFlash Report Product TypeFlash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First Thoughts The first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Product TypeInsight Report Product TypeInsight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and Canada The Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Product TypeDeep Dive Product TypeDeep Dive | November 29, 2021 Premium US Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-Up We examine avoidance of public places by demographic and which retailers are seeing gains as holiday shopping begins, based on exclusive Coresight Research data. Read our US Consumer Tracker Extra for a deeper dive into key trends revealed by our weekly survey data.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 24, 2021 Premium US Apparel and Footwear Distribution: Winning and Losing Channels Amid Market Upheaval US apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers.Read More
Product TypeInsight Report Product TypeInsight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com.Read More
Product TypeInsight Report Product TypeInsight Report | October 6, 2021 Premium 2Q21 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year and on a Two-Year Basis 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 2Q21 and assess how and why levels are changing. This quarter, many retailers posted improved inventory turnover levels year over year and on a two-year basis.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 30, 2021 Premium US Consumer Tracker Extra, September 2021: Who Shops Where? Focusing on Shopper Demographics We provide proprietary consumer profiles for major US retailers in food and nonfood retail, based on exclusive Coresight Research data. Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | June 24, 2021 Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year Basis 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 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.Read More
Product TypeInsight Report Product TypeInsight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.Read More
Product TypeCompany Profile Product TypeCompany Profile | May 30, 2021 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) BJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty products, and pharmaceuticals. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Product TypeCompany Profile Product TypeCompany Profile | May 27, 2021 Register for Free Access Costco Wholesale Corporation (NASDAQ: COST) 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). Read More
Product TypeInsight Report Product TypeInsight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.Read More
