Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Insight Report | June 20, 2024 Premium US Back to School 2024: Retail OutlookDiscover the consumer context and expected spending trends for the US back-to-school season in the US. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 13, 2024 Premium US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season?What will consumers buy this back-to-school (BTS) season? Which apparel brands will capture spending? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories and apparel brands that consumers look set to shop this season. Read More
Store Tracker | June 7, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 23: Dollar General Revises Its Store Opening PlanOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from American Eagle Outfitters, Bath & Body Works, Citi Trends, Dollar General, Foot Locker, Frasers Group, Kohl’s, Sephora, Ulta Beauty and WHSmith. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. 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 | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others 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 November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. 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
Store Tracker | September 6, 2023 Premium US Store Tracker Extra, August 2023: Retailers To Open 78 Million Square Feet of New Retail Space This YearThe US will see 78 million square feet of new retail space open in 2023, with Dollar General contributing an estimated 10.8 million square feet to that figure. We detail retailers’ store closure and opening announcements from August 2023, including their square-footage impact. Read More
Store Tracker | September 1, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 35: UK Openings Up 27%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Family Dollar and Clintons, among others. 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
Store Tracker | June 2, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 22: B&M Drives UK OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Genesco and B&M, among others. Read More
