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
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
Store Tracker | June 5, 2024 Premium US Store Tracker Extra, May 2024: rue21 To Close 2.7 Million Square Feet of Retail SpaceAs part of rue21’s Chapter 11 bankruptcy process, its planned store closures will account for 2.7 million square feet of total retail space. Read about this development and discover other US retailers’ store closure and opening announcements from May 2024, as well as their square-footage impact. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur 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 May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters. Read More
Store Tracker | May 24, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 21: Superdrug Announces UK Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Bluemercury, Bulgari, Clarks, The Food Warehouse, Gabe’s, Macy’s, Marks & Spencer, Superdrug and Walmart. Read More
Insight Report | May 14, 2024 Premium RetailTech: Frictionless Check-In—Seamless Shopping Starts with Store Entry Through Biometrics and MoreThe path to seamless shopping begins at store entry. What technologies can checkout-free stores use to achieve frictionless check-in? We discuss credit-card scanning, biometrics and more. 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
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, 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 4Q23 and assess why levels may have changed from the year-ago period. Read More
Deep Dive | March 18, 2024 Free Report The Future of Pricing: How AI Is Transforming Price Planning in RetailWhat are the critical challenges that retailers need to tackle in using AI (artificial intelligence) for price planning, and why is it so important they do so? Dive into our survey-driven insights into the use of AI in retail pricing strategies, as well as the investment landscape, to discover the answer. Get a step ahead in the AI space to effectively execute an optimal pricing strategy. Read More
Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Store Tracker | March 7, 2024 Premium US Store Tracker Extra, February 2024: Tractor Supply Adds 4 Million Square Feet to OpeningsTractor Supply is set to open 4 million square feet of retail space in 2024. Explore the details of its store opening plans and discover other US retailers’ store closure and opening announcements from February 2024, including their square-footage impact. Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, 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 March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Store Tracker | February 8, 2024 Premium US Store Tracker Extra, January 2024: CVS Drives Closures, Shuttering 4+ Million Square Feet of Retail SpaceThe US will see more than 7 million square feet of retail space close in 2024. We detail retailers’ store closure and opening announcements from January 2024, including their square-footage impact. Read More