Insight Report | November 27, 2023 Premium Holiday 2023: Black Friday Insights from Store Visits in the US and the UKWhat happened on Black Friday 2023? The Coresight Research team conducted our annual tour of stores to offer insights on the shopping event in the US and the UK, covering the depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
Store Tracker | November 3, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 44: Poundland Drives UK Store OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sears and Wilko, among others. Read More
Deep Dive | October 31, 2023 Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation. 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 | August 4, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 31: Primark Plans US ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Primark (Associated British Foods) and Greggs, among others. Read More
Insight Report | August 1, 2023 Premium Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees 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 July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor. 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
Deep Dive | June 13, 2023 Premium US Metaverse Fashion Market: Rapid Growth Ahead Despite Six Key ChallengesThe US metaverse fashion market is set for huge growth from 2023, but what challenges do brands and retailers need to tackle to see success? We dive into the market’s size and trajectory, growth drivers, leading players, recent developments and key challenges. We also analyze proprietary survey data to assess US consumer awareness of, and engagement in, metaverse fashion. Read More
Store Tracker | June 1, 2023 Premium US Store Tracker Extra, May 2023: Aldi Openings Drive Total New Retail Space to 73 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of May 26, 2023. Read More
Insight Report | May 25, 2023 Premium Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management. Read More
Store Tracker | May 5, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 18: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Tuesday Morning and Sainsbury’s, among others. Read More
Insight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 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. Read More
Store Tracker | March 2, 2023 Premium US Store Tracker Extra, February 2023: Tractor Supply Openings Drive Total New Retail Space to 33 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 24, 2023, versus the comparable period in 2022. Read More
