Dillard's Inc.

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | June 25, 2026 Premium

1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.

Store Tracker | May 22, 2026 Premium

Weekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open Stores

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Boot Barn, Wawa, Sleep Number, and more.

Insight Report | February 26, 2026

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The New Coresight 100: Setting the Direction for Global Retail in 2026

The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography.

Deep Dive | November 24, 2025 Premium

US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint

Discover how US department stores are evolving their store estates in this Real Estate Insights report.

Infographic | October 30, 2025 Premium

Sector Focus: Department Stores—Data Graphic

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store sector in this graphic.

Deep Dive | October 16, 2025 Premium

Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value

Where, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Store Tracker | April 4, 2024 Databank Members

US Store Tracker Extra, March 2024: Family Dollar Closures Push Total Shuttered Space to 30 Million Square Feet

Family Dollar’s planned closures will push total closed US retail space to 30 million square feet in 2024. Explore the details of its store closure plans and discover other US retailers’ store closure and opening announcements from March 2024, including their square-footage impact.

Store Tracker | March 8, 2024 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2024, Week 10: Rite Aid (US) and The Body Shop (UK) Confirm Further Store Closures

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Rite Aid and The Body Shop, among others.

Store Tracker | August 2, 2023 Databank Members

US Store Tracker Extra, July 2023: Closures by Christmas Tree Shops Push Total Closed Space to 68 Million Square Feet

The US will see more than 68 million square feet of retail space close in 2023, with Christmas Tree Shops contributing an estimated 3.3 million square feet to that figure. We detail retailers’ store closure and opening announcements from July 2023, including their square-footage impact.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

Deep Dive | February 15, 2022 Premium

Beauty at US Department Stores: Four Growth Opportunities

Beauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. We analyze the performance of, and outlook for, beauty sales in department store retail and explore four key areas of growth for the category—covering live selling, inclusivity and more.

Market Navigators/Market Outlook | February 11, 2022 Premium

Market Outlook: US Department Store Retailing—Consolidation and Digitalization Mark a Diminished Sector

In this Market Outlook, we examine the size and trajectory of the US department store sector and key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape and three themes we are watching in 2022 and beyond.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

Our 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Insight Report | July 20, 2021 Premium

Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.

Insight Report | January 7, 2021 Premium

Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.