Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur 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 8, 2024, including Dollar Tree and Kroger, among others. Read More
Deep Dive | December 3, 2024 Premium Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics. Read More
Market Outlook | November 12, 2024 Premium Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing LandscapeIn this Market Navigator, Coresight Research explores the US retail and e-commerce market. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. Read More
Store Tracker | October 3, 2024 Premium US Store Tracker Extra, September 2024: Big Lots Drives Total Closed Space to 89 Million Square FeetStore closures announced by Big Lots, Family Dollar, LL Flooring and others will drive total closed retail space in 2024 to nearly 89 million square feet in the US. Read about the latest store openings and closures as of the end of September 2024, including their square-footage impact. Read More
Store Tracker | September 6, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 36: Foot Locker To Close Nearly 150 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Dollar General, Foot Locker, Gap Inc. and Ulta Beauty, 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
Deep Dive | September 2, 2024 Premium US Healthcare: Real Estate Insights—Gyms, Malls, Grocers and More Enter the Retail Health SpaceBuilding on our recent Market Navigator report on the US healthcare market, Coresight Research explores the impact that growing retail health offerings are having on the real estate footprints of retailers across various sectors. Read More
Deep Dive | August 12, 2024 Premium Fashion Footprint: Real Estate Expansion and Store Downsizing in the US Apparel Retail MarketWe explore various apparel and footwear companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers are changing their physical footprints in 2024. Read More
Deep Dive | August 6, 2024 Premium The Future of Fashion, Shaped by Technology: AI-Powered Supply Chains, Operations and Experiences in US Apparel and Footwear RetailingBuilding on our Market Navigator on US apparel and footwear retailing, we explore transformative technologies shaping the market, including AI (artificial intelligence). From supply chain to operations to customer-facing applications, discover key tech applications and benefits, and dive into proprietary consumer survey data on the apparel shopping journey. Read More
Market Outlook | July 10, 2024 Premium Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging BackdropIn this Market Navigator, Coresight Research explores the US apparel and footwear market. Dive in today to gain insights into emerging ideas and opportunities in apparel and footwear retailing, understand the growth trajectory of the market and explore the competitive landscape. Read More
Store Tracker | July 4, 2024 Premium US Store Tracker Extra, June 2024: At Midyear, Store Openings Outpace Closures by 20%Discover US retailers’ store closure and opening announcements from June 2024, as well as the square-footage impacts of these developments. Read More
Store Tracker | July 2, 2024 Premium Canada Store Openings and Closures Tracker 2024: Best Buy To Double Canada Store Count This YearThe new Canada Store Openings and Closures Tracker series will report on announced and actual store openings and closures in Canada. In this first report, we provide a summary analysis of 2023 data and dive into 2024 developments, with highlights from Best Buy, Factory Direct, Loblaws and more. Read More
Market Outlook | June 27, 2024 Premium Research Preview: Market Navigator—US Apparel and Footwear RetailingWe offer an early look at our forthcoming Market Navigator exploring the US apparel and footwear market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Insight Report | June 27, 2024 Premium Holiday 2024: Early US Retail OutlookTake an early look at the likely trajectory in retail demand for the 2024 holiday season! We present our retail sales growth projections and discuss consumer sentiment, inflation, the holiday calendar and more. 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
