Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more. Read More
Store Tracker | March 14, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, US store closures decelerate as openings gain momentum. We highlight recent opening announcements from BJ’s Wholesale Club, Dick’s Sporting Goods and Macy’s, among others. Non-store-closure news includes Dollar Tree appointing a new Chief Financial Officer. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Deep Dive | March 5, 2025 Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Deep Dive | February 10, 2025 Premium New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWhat are the implications of the new tariffs implemented by US President Trump, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact. Read More
Store Tracker | February 5, 2025 Premium US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearAnnouncements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments. Read More
Event Coverage | January 24, 2025 Premium CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusThe Coresight Research team attended CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada. We wrap up our coverage of the event with our top 10 takeaways, highlighting the impact of AI (artificial intelligence) across multiple sectors. Read More
Deep Dive | January 14, 2025 Premium Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering our latest data on mass merchandisers and warehouse clubs specifically. Find out which retailers in the sector are most popular and what sector shoppers are purchasing. 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
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
Insight Report | November 27, 2024 Premium Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024Our 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 November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others. 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
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
