Store Tracker | March 21, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight two major announcements: Forever 21’s decision to close all of its stores in the US and Dollar General’s plan to expand by 500+ stores. Non-store-closure news includes the CFO of Vince Holding stepping down. Read More
Deep Dive | January 23, 2025 Premium Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingCoresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025. Read More
Company Profile | January 22, 2025 Premium American Eagle Outfitters (NYSE: AEO) Company ProfileAmerican Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US. Read More
Deep Dive | January 21, 2025 Premium Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsWhere are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | December 13, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 50: Dollar Tree’s Expansion Spree Pushes US Store Openings Closer to 6,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight Dollar Tree’s major expansion, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Five Below and J.Crew, among others. Read More
Market Outlook | December 12, 2024 Premium US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing ShareDiscover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Deep Dive | December 3, 2024 Premium Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics. Read More
Store Tracker | November 6, 2024 Premium Canada Store Openings and Closures Tracker 2024: Closures Outpace OpeningsThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Alimentation Couch-Tard, Loblaw Companies, Sobey’s and more. Read More
Deep Dive | October 18, 2024 Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 4, 2024 Premium Seasonal Shopping, 4Q24—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Amazon’s Prime Big Deal Days, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season. Read More
Store Tracker | October 3, 2024 Premium US Store Tracker Extra, September 2024: Big Lots Drives Total Closed Space to 89 Million Square FeetStore closures announced by Big Lots, Family Dollar, LL Flooring and others will drive total closed retail space in 2024 to nearly 89 million square feet in the US. Read about the latest store openings and closures as of the end of September 2024, including their square-footage impact. Read More