Store Tracker | October 31, 2023 Premium US Store Tracker Extra, October 2023: Retailers To Open 86 Million Square Feet of Retail Space This YearThe US will see 86 million square feet of retail space open in 2023. We detail retailers’ store closure and opening announcements from October 2023, including their square-footage impact. Read More
Insight Report | October 20, 2023 Premium Rite Aid Bankruptcy: What Does It Mean for Rivals?Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors. Read More
Store Tracker | October 20, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 42: US Store Openings Surpass 5,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven and Aldi, among others. Read More
Insight Report | October 3, 2023 Free Report Groceryshop 2023 Wrap-Up: Exploring the Top Five Themes Driving Grocery Retail InnovationGroceryshop 2023 took place during September 19–21 in Las Vegas, Nevada, US. In this report, we present our top takeaways from the conference, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected 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
Insight Report | September 13, 2023 Premium Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion DealKroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations. Read More
Store Tracker | August 2, 2023 Premium US Store Tracker Extra, July 2023: Closures by Christmas Tree Shops Push Total Closed Space to 68 Million Square FeetThe US will see more than 68 million square feet of retail space close in 2023, with Christmas Tree Shops contributing an estimated 3.3 million square feet to that figure. We detail retailers’ store closure and opening announcements from July 2023, including their square-footage impact. Read More
Insight Report | August 1, 2023 Premium Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor. Read More
Store Tracker | July 28, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 30: US Openings Up 7%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Forever 21 and Amazon, among others. Read More
Deep Dive | July 25, 2023 Premium Surprisingly Strong In-Store Shopping Accompanies Prime Day Week: US Consumer Tracker 2023, Week 30We assess how and where US consumers shopped during the week of Prime Day. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 18, 2023 Premium Amazon Shines Ahead of Prime Day: US Consumer Tracker 2023, Week 29We assess US consumer behavior ahead of Amazon’s Prime Day and amid slowing inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 11, 2023 Premium Surprisingly Muted Fourth of July Build-Up: US Consumer Tracker 2023, Week 28We assess how US consumers spent and prepared ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | July 6, 2023 Premium US Back to School 2023: Channels and Retailers—Who Is Set To Capture Share?Continuing our coverage of the US back-to-school (BTS) retail season, we discuss the channels and retailers that consumers look set to shop this year, analyzing findings from a proprietary survey of US consumers. Read More
Deep Dive | July 4, 2023 Premium In-Store Shopping Thrives: US Consumer Tracker 2023, Week 27We assess how US consumer behavior is shifting ahead of the Fourth of July. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, as well as our four-weekly check on consumers’ perceptions of and reactions to inflation. Read More
Deep Dive | June 28, 2023 Premium US Back to School 2023: Retail Outlook—Macro Context and Consumer PlansAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
