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Product TypeDeep Dive | Premium

Aldi, Lidl and Grocery Outlet: Impacts in US Grocery

Discounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.

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Product TypeStore Tracker | Premium

US Store Tracker Extra, June 2021: Major US Retailers To Open 58 Million Square Feet of Retail Space in 2021

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 June 25, 2021, versus the comparable period in 2020.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | Premium

Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees 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 June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp.

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Product TypeStore Tracker | Premium

US Store Tracker Extra, May 2021: 18 Million Square Feet of Net Retail Space To Open in 2021 Despite Closures Outpacing Openings

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 May 28, 2021, versus the comparable period in 2020.

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Product TypeInsight Report | 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.

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