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Product TypeDeep Dive | Premium

Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.

As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count. In this report, we provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy.

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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

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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Product TypeInsight Report | Register for Free Access

US Consumer Tracker Extra, May 2021: Vaccines Quash Some Pandemic-Driven Behaviors (Select Findings)

This free report features select findings from the first report in our new monthly US Consumer Tracker Extra series, which aggregates data from our weekly surveys to reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months.

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Product TypeInsight Report | Premium

Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.

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Product TypeInsight Report | Premium

4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates

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 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.

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Product TypeDeep Dive | Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

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