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Product TypeInsight Report | premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.

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Product TypeMarket Overview | premium

Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To Expand

In this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.

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Product TypeDeep Dive | premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Product TypeInsight Report | premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

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Product TypeDeep Dive | premium

4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

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Product TypeDeep Dive | premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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Product TypeEvent Coverage | premium

NRF 2020 Day 1 Insights: The Digital Economy Is Here

Insights from day 1 of the NRF 2020 Retail’s Big Show in New York include the value of increasing technology intensity, the changing nature of retail jobs and increasing connectedness. Today’s consumers have more choice than ever before, and that choice is enabled by the rapid rise of digital technologies.

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Product TypeDeep Dive | premium

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

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Product TypeCompany Profile | premium

BJ’s Wholesale Club (NYSE: BJ)

BJ’s Wholesale Club Holdings Inc. (BJ’s), founded in 1984, is a membership-only warehouse club chain that operates on the east coast of the US. The company ranks third among warehouse clubs in total revenues, after Costco and Sam’s Club. BJ’s seeks to sell groceries at prices lower than traditional supermarkets. Its primary offerings include perishables, edible grocery, general merchandise and non-edible grocery. The company was acquired by private equity investors in 2011 and completed an initial public offering on June 27, 2018. BJ’s is headquartered in Westborough, Massachusetts.

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Product TypeCompany Earnings Update | premium

BJ’s Wholesale Club (NYSE: BJ) 4Q18 Earnings: Beats Consensus Estimates, Light Guidance

BJ's Wholesale Club reported 4Q18 results beating consensus estimates and offered 2019 guidance below consensus. Revenues were $3.42B, beating consensus of $3.36B, comps ex gasoline were +2.9%, and adjusted EPS was $0.44, beating consensus of $0.36. 2019 revenue guidance of $12.9-$13.2B is below consensus of $13.37B; comps are expected to be +1.5%-2.5%.

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