Store Tracker | May 5, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 18: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Tuesday Morning and Sainsbury’s, among others. Read More
Insight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Store Tracker | February 24, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 8: US Closures Jump 36% in One WeekOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Bass Pro, Boscov’s, James Avery Artisan Jewelry, Trader Joe’s and Walmart, among others. Read More
Insight Report | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week features highlights from Crocs and Herbalife Nutrition. Read More
Deep Dive | January 23, 2023 Premium M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster CapacityWe analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Company Profile | December 18, 2022 Premium Crocs (NasdaqGS: CROX) Company ProfileCrocs is a US-based accessories and footwear brand owner and retailer. Headquartered in Broomfield, Colorado, the company sells its products in Australia, Canada, China, the UK and the US and over 85 other countries. Read More
Store Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Store Tracker | November 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 45: UK Openings Up 19%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Crocs, Grocery Outlet and Primark, among others, in the US and Aldi, B&Q and Edinburgh Woolen Mill, among others, in the UK. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others. Read More
Insight Report | July 28, 2022 Premium Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts AriseWe examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold. Read More
