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
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
Store Tracker | March 23, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 12: US Closures Up by One-Quarter Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy, Dollar General, Five Below, Foot Locker, Signet Jewelers and Williams-Sonoma, among others. Read More
Store Tracker | January 20, 2023 Premium Store Tracker Extra: US and UK Store Openings and Closures 2022 Review and 2023 OutlookWe review store closures and openings in the US and the UK for calendar 2022. We break down the counts by sector, analyzing which retailers significantly contributed to the total opening and closure counts for the year. We also present our projections for US and UK store closures and openings in 2023. Read More
Company Profile | January 9, 2023 Premium Foot Locker, Inc. (NYSE: FL) Company ProfileFoot Locker is a US-based retailer of apparel and footwear. Headquartered in New York City, the company operates stores in Australia, Canada, France, New Zealand, South Korea, the UK, the US and 20 other countries. Read More
Deep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third 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 | December 2, 2022 Premium US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth OpportunityWe analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, a competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles. Read More
Store Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe 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 November 25, 2022, versus the comparable period in 2021. Read More
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
Store Tracker | November 25, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 47: US Closures HalveOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from American Eagle Outfitters, Bath & Body Works and Best Buy among others, in the US and Co-op, Fabb Furniture and The Food Warehouse, among others, in the UK. 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