Deep Dive | August 2, 2019 Premium US Retail Inventory Tracker, 1Q19Most Coresight 100 retailers witnessed a decline in consumer spending, which translated into poor sales and inventory buildup in comparison to the same quarter last year. Tariffs and strategic investments also drove inventory accumulation. Read More
Store Tracker | July 26, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 30: GNC Set to Close More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | July 25, 2019 Register for Free Access Loblaw (TSX: L) 2Q19 Results: Food Growth SoftensIn 2Q19, ended June 15, Loblaw reported a meaningful weakening of comparable sales growth in its food segment. Food retail comp growth of 0.6% compared to 2.0% in the prior quarter and was well below company-measured food-price inflation of 3.6%. Read More
Deep Dive | July 24, 2019 Premium Apparel Resale Goes MainstreamRecommerce and thrift shopping are going mainstream as consumers increasingly seek out value (both economic and ethics-based), clothing that expresses individuality and that is Instagrammable. Read More
Store Tracker | July 18, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre. Read More
Store Tracker | July 11, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 28: Target to Open More Small-Format StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Store Tracker | July 5, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 27: Pier 1 Imports to Shut More StoresCoresight Research tracks news about store closures, openings and bankruptcies. Our Weekly US and UK Store Openings and Closures Tracker focuses on department stores and specialty retail stores, including, but not limited to, those selling softlines, hardlines, consumer electronics, groceries and furniture. Read More
Company Earnings Update | July 1, 2019 Register for Free Access Walgreens Boots Alliance (NYSE: WBA) 3Q19 Results: Slow Performance at Boots UK, Company Reviewing Its US Store EstateWalgreens Boots Alliance reported 3Q19 revenues of $34.6 billion, up 0.7% as reported and 2.9% at constant currency. Revenues were in line with the consensus estimate as reported by S&P Capital IQ. Read More
Company Earnings Update | June 25, 2019 Register for Free Access 1Q19 US Earnings-Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Deep Dive | June 3, 2019 Premium Millennials and BeautyMillennials, born between 1980 and 2000, are particularly important for the beauty market due to the sizeable consumer base they represent and their growing spending power. Read More
Insight Report | May 29, 2019 Premium Who Shops Where for Beauty and Grooming: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of beauty, grooming and personal care shoppers. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Company Earnings Update | May 3, 2019 Register for Free Access CVS Health (NYSE: CVS) 1Q19 Results: Strong Aetna Performance Boosts Revenues, Prompts Guidance RaiseCVS reported revenues of $61.6 billion, up 34.8% year over year and above the $60.4 billion consensus estimate recorded by S&P Capital IQ, in the first quarter, ended March 31. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Loblaw (TSX: L) 1Q19 Results: Comp Growth Strengthens in RetailLoblaw reported 1Q19 same-store sales growth of 2.0% in food retail and 2.2% in drug retail, with growth in both segments accelerating from the prior quarter. Revenue of C$10.66 billion came in slightly ahead of the consensus estimate of C$10.60 billion. Read More
Deep Dive | April 30, 2019 Premium US Drugstores are Turning into Purveyors of Beauty and WellnessIn this report, we explore what two major US drugstore retailers, CVS Health (CVS) and Walgreens Boots Alliance (Walgreens), have done and examine the opportunities for them in the beauty and wellness space. Read More
