Product TypeInsight Report Product TypeInsight Report | May 25, 2022 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. Read More
Product TypeCompany Profile Product TypeCompany Profile | May 17, 2022 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) Company Profile BJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Product TypeCompany Profile Product TypeCompany Profile | May 11, 2022 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). Read More
Product TypeStore Tracker Product TypeStore Tracker | May 4, 2022 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 25, 2022 Premium US Consumer Tracker: Consumer Travel Spikes as Avoidance Hits New Low Consumer avoidance of public places has hit a new low, and consumer travel has spiked, offering significant opportunities for physical US retail. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 19, 2022 Premium US Consumer Tracker: Short-Term Ebbs and Flows Amidst Longer-Term Return to Normalcy Consumer avoidance rose this week, indicating short term ebbs and flows that are part of a longer-term return to normalcy. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 7, 2022 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. Read More
Product TypeStore Tracker Product TypeStore Tracker | April 6, 2022 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.Read More
Product TypeInsight Report Product TypeInsight Report | April 5, 2022 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 10, 2022 Premium Sustainability in Sourcing: Greening Supply Chains Is More Critical Now Than Ever Before We examine opportunities for greening in the retail supply chain, through the lens of Coresight Research’s proprietary environmental sustainability framework, EnCORE. We explore the challenges retailers could face in improving sustainability in sourcing and how they can resolve them.Read More
Product TypeInsight Report Product TypeInsight Report | March 10, 2022 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. Read More
Product TypeDeep Dive Product TypeDeep Dive | March 9, 2022 Premium US Consumer Tracker Extra: Where Consumers Shop—Purchase Behaviors by Income as Inflation Soars With consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers' avoidance of public places by region, 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. Read More
Product TypeInsight Report Product TypeInsight Report | March 8, 2022 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 7, 2022 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. Read More
