Insight Report | July 8, 2025 Premium Amazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonAmazon Prime Day 2025 has become a high-impact, mid-year retail battleground. Major retailers are responding with multi-day events, deeper discounts and loyalty-driven strategies. This report outlines five key insights shaping this evolving retail landscape. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | June 16, 2025 Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs. Read More
Store Tracker | June 13, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s. Read More
Infographic | June 3, 2025 Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more. Read More
Insight Report | May 1, 2025 Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Read More
Insight Report | April 11, 2025 Premium US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWe expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur 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 fourth quarter of 2024. Read More
Deep Dive | April 3, 2025 Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | April 2, 2025 Premium US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetIn March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. Read More
Insight Report | March 24, 2025 Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 19, 2025. Read More
Store Tracker | March 21, 2025 Premium Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearThe 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 Best Buy, Comark Holdings, Dollarama, The TJX Companies, and more. Read More
Infographic | March 19, 2025 Free Report Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others. Read More
Infographic | March 12, 2025 Free Report Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others. Read More