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
Store Tracker | March 6, 2025 Premium US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square FeetIn February, closures by CVS and Joann pushed total closed retail space for 2025 closer to 85 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. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. 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 7, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s. 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
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | November 6, 2024 Premium Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and HerbalifeOur 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 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others. Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur 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 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. Read More
Insight Report | June 27, 2024 Premium Holiday 2024: Early US Retail OutlookTake an early look at the likely trajectory in retail demand for the 2024 holiday season! We present our retail sales growth projections and discuss consumer sentiment, inflation, the holiday calendar and more. Read More
Insight Report | June 20, 2024 Premium US Back to School 2024: Retail OutlookDiscover the consumer context and expected spending trends for the US back-to-school season in the US. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Store Tracker | May 3, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 18: J Sainsbury Closing 25 Argos Stores in the UK This YearOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Argos, The Columbia Sportswear Company and Walmart, among others. Read More
Insight Report | April 30, 2024 Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
