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
Store Tracker | February 8, 2024 Premium US Store Tracker Extra, January 2024: CVS Drives Closures, Shuttering 4+ Million Square Feet of Retail SpaceThe US will see more than 7 million square feet of retail space close in 2024. We detail retailers’ store closure and opening announcements from January 2024, including their square-footage impact. Read More
Market Outlook | February 6, 2024 Premium Research Preview: Market Navigator—US Drugstore and Pharmacy RetailersThis Research Preview provides an early look at our forthcoming Market Navigator report on US drugstore and pharmacy retailing. We analyze market growth, the competitive landscape, key themes and more. Read More
Store Tracker | January 26, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 4: Macy’s To Close Five StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from CVS Health, Macy’s and Zara, among others. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 1, 2023 Premium Five Ways AI Is Being Used in Drugstore RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the drugstore sector, covering healthcare personalization, demand forecasting, automated prescription filling and more. Read More
Insight Report | November 27, 2023 Premium Holiday 2023: Black Friday Insights from Store Visits in the US and the UKWhat happened on Black Friday 2023? The Coresight Research team conducted our annual tour of stores to offer insights on the shopping event in the US and the UK, covering the depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Insight Report | October 25, 2023 Premium Holiday 2023: Social Media Strategies—Shoppable Posts and Creator-Generated Content Can Drive ConversionWe explore the dynamic landscape of holiday marketing on social media, delving into key strategies and insights for brands and retailers to achieve success during the holiday 2023 season. Read More
Insight Report | October 20, 2023 Premium Rite Aid Bankruptcy: What Does It Mean for Rivals?Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Insight Report | August 10, 2023 Premium Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization How can generative AI (artificial intelligence) drive benefits in pharmacy retail and healthcare? We explore how generative AI technology can address industry challenges and offer advantages in the areas of supply chain, customer service and more. Read More
Insight Report | August 8, 2023 Premium Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales ImproveOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor. Read More