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
Store Tracker | June 14, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 24: US Store Openings Surpass 4,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Abercrombie & Fitch, Best Buy, Dollar Tree and Lululemon Athletica. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Insight Report | May 10, 2024 Premium China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To KnowSingles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment. 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
Store Tracker | March 8, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 10: Rite Aid (US) and The Body Shop (UK) Confirm Further Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Rite Aid and The Body Shop, among others. Read More
Insight Report | February 26, 2024 Premium Chinese New Year 2024 Review: Revealing Trends Amid Evolving Preferences—China Retail InsightsIn this report, we review the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Deep Dive | January 9, 2024 Premium Retail 2024: Five Forces and Five Trends Impacting US RetailAs part of our Retail 2024 series of outlook reports, our flagship annual report outlines five forces and five retail trends that Coresight Research expects to impact US retail throughout 2024, which we believe will be a year of transition for consumers and retailers alike. 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
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