Deep Dive | December 6, 2022 Premium US Consumer Tracker: Tempered Thanksgiving Weekend ShoppingWe examine US shopper behavior including the Thanksgiving weekend. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | December 6, 2022 Premium Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others. Read More
Deep Dive | November 29, 2022 Premium US Consumer Tracker: Underwhelming Grocery Traffic in Thanksgiving Build-UpWe examine US shopper behavior ahead of Thanksgiving. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. 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 22, 2022 Premium US Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer BehaviorWe analyze inflation’s impact on US consumer behavior. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | November 8, 2022 Premium US Consumer Tracker: Downturn in Purchases Across the BoardPurchases were down across the board this week. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | November 1, 2022 Premium US Consumer Tracker: Dollar Stores SurgeWe explore dollar stores’ impressive recent performance in grocery. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Deep Dive | October 26, 2022 Premium US Consumer Tracker: Shoppers Moderate Their Responses to InflationWe analyze how consumers are changing their behaviors in response to inflation. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | October 18, 2022 Free Report A Guide to Multiplying Retail Media DollarsWe analyze key trends in the market and offer insights and recommendations for retailers to optimize their retail media strategy, analyzing findings from a proprietary survey of US-based retailers. This free report is sponsored by Swiftly. Read More
Insight Report | October 4, 2022 Premium US Consumer Tracker: Avoidance Steadies as Fall BeginsAs fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. 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
Deep Dive | September 27, 2022 Premium US Consumer Tracker Extra: Who Shops Where? 2022 Shopper DemographicsWe analyze who shops where for food and nonfood by age and income, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Market Outlook | September 22, 2022 Premium Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic ChallengesIn this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
