CVS Health Corporation

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Infographic | April 10, 2025 Free Report

4Q24 US Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024.

Deep Dive | April 3, 2025 Premium

4Q24 US Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Store Tracker | April 2, 2025 Premium

US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 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, with our monthly US Store Tracker Extra series.

Insight Report | March 17, 2025 Premium

Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal

Walgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal.

Store Tracker | March 6, 2025 Premium

US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet

In 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.

Deep Dive | March 5, 2025 Premium

US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies

Explore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.

Deep Dive | February 26, 2025 Premium

Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights

From the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative.

Store Tracker | February 21, 2025 Premium

Weekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over Year

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the growing number of store closures in the US—so far in 2025, US store closures are up 420% year over year. Non-store-closure news includes the CEO of Hanesbrands stepping down.

Insight Report | February 19, 2025 Premium

Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More

Our 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 February 7, 2025.

Analyst Corner | February 16, 2025

Register for Free Access

Analyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived.

Insight Report | January 7, 2025 Premium

3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.

Market Outlook | January 2, 2025 Premium

Retail 2025 Sector Outlooks: Ebook

Discover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We 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.

Market Outlook | December 13, 2024 Premium

US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs

Discover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more.