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
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first 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 | May 23, 2023 Premium ChatGPT and Generative AI: Five Things Retailers Should Know—UpdateGenerative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI. Read More
Infographic | May 23, 2023 Premium The Retail Buzz Around Generative AI—Infographic: Examples and Applications in RetailGenerative AI (artificial intelligence) is creating quite the retail buzz; it has the potential to transform the retail industry. We present highlights on generative AI in this infographic, including examples and applications in retail. Read More
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Read More
Insight Report | April 5, 2023 Premium ChatGPT and Generative AI: Five Things Retailers Should KnowGenerative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI. 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
Deep Dive | March 20, 2023 Premium Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots AllianceCVS Health and Walgreens Boots Alliance are the top retailers in the US drugstore sector, offering a wide variety of medicines and other products. As part of the Coresight Research Head-to-Head series, we provide analysis of the companies’ revenues, financial performances and key strategies. Read More
Insight Report | March 15, 2023 Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment. Read More
