Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. 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
Deep Dive | June 13, 2024 Premium US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024We explore the real estate impact of drugstores’ and pharmacies’ evolving business models. We also dive into ongoing store closures in the sector, store traffic at major drugstore chains, and how drugstores and pharmacies are combating retail theft. Read More
Company Profile | June 8, 2024 Premium CVS Health Corporation (NYSE: CVS) Company ProfileCVS Health is a US-based provider of health care benefits, pharmacy services, pharmacy benefits management and retail/long-term care. Headquartered in Woonsocket, Rhode Island, the company operates across the US. Read More
Store Tracker | June 5, 2024 Premium US Store Tracker Extra, May 2024: rue21 To Close 2.7 Million Square Feet of Retail SpaceAs part of rue21’s Chapter 11 bankruptcy process, its planned store closures will account for 2.7 million square feet of total retail space. Read about this development and discover other US retailers’ store closure and opening announcements from May 2024, as well as their square-footage impact. Read More
Insight Report | May 13, 2024 Premium Walmart To Shut Down Health Centers and Virtual Care Services—Exploring The Reasons and ImplicationsOn April 30, 2024, Walmart announced that it plans to close all its Walmart Health centers and stop offering virtual care services. We explore the reasons behind Walmart’s recent decision and the implications of the decision on retailers across the US. Read More
Store Tracker | May 10, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 19: Apparel Retailer rue21 To Close All StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from CVS Health, Murphy USA, rue21, Sam Ash Music, Suit Direct and QuickChek, among others. Read More
Insight Report | May 7, 2024 Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair 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 May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others. Read More
Deep Dive | April 17, 2024 Premium Retail 2024: Top 10 Trends in US HealthcareAs part of the Coresight Research Retail 2024 series, we present 10 key trends that we expect to shape US healthcare in 2024—with discussion of what we think is significant today and what will be important in the year ahead. Read More
Deep Dive | April 15, 2024 Premium Top Tech for US Drugstores and Pharmacies: A Prescription for Digitally Enabled SuccessWe explore several of the technologies spurring innovation and change in the US drugstore and pharmacy sector, including artificial intelligence (AI) and central-fill technology. Read More
Market Outlook | April 11, 2024 Premium Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-FocusedIn this Market Navigator, Coresight Research explores the US healthcare market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. 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
Market Outlook | April 3, 2024 Premium Research Preview: Market Navigator—US HealthcareThis Research Preview provides an early look at our forthcoming Market Navigator report on the US healthcare market. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Market Outlook | February 12, 2024 Premium Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and BeyondIn this Market Navigator, Coresight Research explores drugstore and pharmacy retailers operating in the US. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More