Insight Report | March 15, 2023 Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Company Profile | November 26, 2022 Premium CVS Health Corporation (NYSE: CVS) Company ProfileCVS Health is a US-based provider of health care benefits, pharmacy services, pharmacy benefits management and retail/long-term care. Headquartered in Woonsocket, Rhode Island, the company operates across the US. Read More
Deep 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
Deep Dive | November 21, 2022 Free Report Retail Merchandising: Unveiling Hidden Gaps and InefficienciesWe discuss five key merchandising challenges for retailers—leveraging proprietary survey findings—and present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments. This free report is sponsored by One Door. Read More
Market Outlook | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare SolutionsIn this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand. Read More
Insight 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
Event Coverage | September 23, 2022 Free Report Groceryshop 2022 Day Four: How To Build Long-Term Loyalty, and Five Untapped Growth Opportunities in Grocery RetailWe present our top insights from the final day of Groceryshop 2022: five untapped growth opportunities in evolving brand-retailer relationships, as well as building customer loyalty in CPG and grocery and key themes from the conference. Read More
Event Coverage | September 22, 2022 Free Report Groceryshop 2022 Day Three: Innovators Present Disruptive Technologies and Retailers Debate Convenience, Sustainability and Social ConsciousnessWe present our top insights from the third day of Groceryshop 2022: how retailers are engaging consumers in new ways with live video shopping and homing in on sustainability and social consciousness. Read More
Event Coverage | September 21, 2022 Free Report Groceryshop 2022 Day Two: Personalization, Omnichannel, Experimentation and Wellness Emerge as Key ThemesWe present our top insights from the second day of Groceryshop 2022: how retailers are focusing on personalization to capture consumer dollars, as well as creating seamless omnichannel experiences and targeting the increasingly wellness-focused consumer. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 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
Event Coverage | September 20, 2022 Free Report Groceryshop 2022 Day One: Retailers Deliver Convenience to Consumers Through Technology and Tap Social CommerceWe present our top insights from the first day of Groceryshop 2022, how retailers are harnessing technology and data to adapt to consumer demand for convenience, as well as initiatives to improve the shopping experience and tap social commerce. Read More
Insight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others. Read More
Insight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others. Read More
Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More