February 26, 2026 Insight Report Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The 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.
November 22, 2022 Deep Dive 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.
November 29, 2021 Insight Report Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from 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.
July 20, 2021 Insight Report Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight 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.
December 10, 2020 Insight Report Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December 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 November.
November 30, 2020 Insight Report Premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.
November 12, 2020 Insight Report Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November 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 October.
October 26, 2020 Flash Report Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.
July 9, 2020 Market Navigators/Market Outlook Premium US Department Stores: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the US department-store sector and present an outlook for the remainder of 2020. This report also highlights technology innovators that may support the sector moving forward. We summarize our key estimates for 2020 and beyond in an infographic.
March 23, 2020 Deep Dive Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.
March 4, 2020 Flash Report Register for Free Access Hudson’s Bay Company Goes Private; CEO Steps DownHudson’s Bay Company announced it has completed its privatization, along with management changes and a that it intends to pursue the same strategy as a private company it did as a listed company.
December 17, 2019 Deep Dive Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.
September 13, 2019 Company Earnings Update Register for Free Access Hudson’s Bay Company (TSX: HBC) 2Q19 Results: Secures 25% Equity Stake in Le Tote Joint Venture, Cuts Store Portfolio 25%HBC reported 2Q19 revenues of C$1.85 billion, down 0.5% year over year and below consensus. The company reported adjusted 2Q19 EBITDA of C$52 million, down 50.9% from the year-ago period.
August 28, 2019 Flash Report Register for Free Access Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 MillionApparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces.
August 6, 2019 Deep Dive Free Report Off-Price Retailing in GermanyWe review the German off-price retail landscape. German mass-market apparel retailing is skewed toward value options, but off-price represents a still-nascent part of this market.
