Product TypeDeep Dive Product TypeDeep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.Read More
Product TypeStore Tracker Product TypeStore Tracker | November 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ahold Delhaize, Allbirds and Dillard’s, among others, in the US and B&M, Co-op and Jack & Jones among others, in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | November 17, 2022 Premium October 2022 US Retail Sales: As Inflation Eases, So Too Does Sales GrowthOctober 2022 US retail sales, excluding gasoline and automobiles, grew 6.4% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Product TypeMarket Outlook Product TypeMarket Outlook | November 11, 2022 Premium Market Outlook: China Apparel and Footwear—Domestic Brands Gain Shares in a Slowing Retail EnvironmentIn this Market Outlook, we discuss the growth trajectory of China’s apparel and footwear market in a pandemic-impacted retail environment and explore the competitive landscape and key trends that are driving demand.Read More
Product TypeStore Tracker Product TypeStore Tracker | November 2, 2022 Premium US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of October 28, 2022, versus the comparable period in 2021.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | October 25, 2022 Premium Market Outlook: Grocery Retail in India—Growth Led by Convenience and WellnessIn this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond.Read More
Product TypeInsight Report Product TypeInsight Report | October 24, 2022 Premium September 2022 UK Retail Sales: Deepest Real Declines for 30+ YearsIn August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration.Read More
Product TypeStore Tracker Product TypeStore Tracker | October 21, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 42: US Store Openings Down 1.5% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, H-E-B and Trader Joe’s, among others, in the US, and Abercrombie & Fitch, Asda and Charlotte Tilbury, among others, in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | October 18, 2022 Premium September 2022 US Retail Sales: Growth Slows as Inflation ModeratesSeptember 2022 US retail sales, excluding gasoline and automobiles, grew 7.0% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | October 18, 2022 Premium Marks and Spencer (M&S) Investor Day 2022: Company Expands Food Stores and Reduces Full-Line StoresThe Coresight Research team attended Marks and Spencer’s Investor Day on October 12, 2022. We present insights from the event, covering five programs from the company’s strategic plan, including its intentions to expand its food stores. Read More
Product TypeInsight Report Product TypeInsight Report | October 13, 2022 Premium Livestreaming Latest, October 2022: Creative Live Shopping Campaigns To Elevate the Holiday SeasonAs part of our Livestreaming Latest series, we present recent developments and notable trends in the global livestreaming space—covering continued success of the format in China, increased adoption of in-store livestreaming, and live shopping initiatives ahead of the holiday season. We offer examples of recent livestreaming events from retail companies globally.Read More
Product TypeDeep Dive Product TypeDeep Dive | October 10, 2022 Premium 4Q22 US Livestreaming Tracker: Promotions and Informative Content Attract Shoppers Ahead of the Festival SeasonThe first report in our new, quarterly US Livestreaming Tracker series analyzes findings from a proprietary survey of US consumers to explore the role of livestreaming in the shopping journey over the past three months. We discuss livestreaming platforms, spending across various product categories and more. Read More
Product TypeInsight Report Product TypeInsight Report | October 7, 2022 Premium 1H22 US Off-Price Retail Insights: Outlook Clouded by Inflation Impacts and Retail’s Inventory OverloadWe assess the performance of US off-price retailers in the second quarter of fiscal year 2022 highlighting Burlington, Ross and The TJX Companies. We present trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management. Read More
Product TypeInsight Report Product TypeInsight Report | October 7, 2022 Premium 2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across RetailersWe examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.Read More
Product TypeInsight Report Product TypeInsight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.Read More