Store Tracker | March 15, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 11: The Body Shop Closes All US Stores; Dollar Tree, Inc. To Shutter 1,000 LocationsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from The Body Shop and Dollar Tree, Inc., among others. Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur 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 March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, 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
Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. 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 7, 2023 Premium Retail Around the World: Black Friday 2023—Coresight Research ObservationsOur Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Black Friday sales from outside the US. Read More
Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur 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 December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. 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
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
Deep Dive | August 30, 2023 Premium Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales DeclineOur 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 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters. 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 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major 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 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. 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
Store Tracker | April 5, 2023 Premium US Store Tracker Extra, March 2023: Retailers To Close 31 Million Square Feet of Retail Space in 2023The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of March 31, 2023, versus the comparable period in 2022. Read More