Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom 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 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Market Outlook | November 28, 2022 Premium Market Outlook: Apparel Specialty Retail in the US, the UK and ChinaWe analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators. Read More
Insight Report | November 28, 2022 Premium Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more. 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
Deep Dive | November 18, 2022 Premium Singles’ Day 2022: Making an Impact Around the WorldSingles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China. Read More
Deep Dive | October 17, 2022 Premium America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and StrategyWe analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. 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 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others. Read More
Deep Dive | August 17, 2022 Premium US Outdoor Apparel and Footwear Market: Expect Solid Prospects for Brands and RetailersWe provide an outlook of the US outdoor apparel and footwear market in 2022 and beyond. We also explore key growth drivers, the competitive landscape, opportunities arising from three market themes, and notable retail innovators in the space. Read More
Deep Dive | August 17, 2022 Premium Experiential Retail in Sportswear: Driving In-Store and Online Shopper EngagementWe assess the recent rise of experiential retail and innovations in the global sportswear market—with a focus on enhancing customers’ online and in-store experience. We also analyze how retailers and brand owners are reaping benefits through these innovations. Read More
Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More
Deep Dive | July 4, 2022 Premium 10 Trends in Global Apparel and Footwear RetailIn our report on 10 trends in global apparel and footwear retail, we cover long-term trends such as sustainability and more nascent trends including the metaverse and innovations in apparel physical stores. Read More
Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first 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