Store Tracker | February 10, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 6: UK Closures Up 65%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Aldi, Bed Bath & Beyond, Jigsaw and Screwfix, among others. Read More
Deep Dive | February 7, 2023 Premium Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales SlowThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Amazon, The Clorox Company and more. Read More
Deep Dive | January 23, 2023 Premium M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster CapacityWe analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity. Read More
Company Profile | December 22, 2022 Premium Skechers USA (NYSE: SKX) Company ProfileSkechers is a US-based brand that offers casual lifestyle and performance footwear. Headquartered in Manhattan Beach, California, the company sells its products in more than 170 countries including Canada, China and the US. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third 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 | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe 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 November 25, 2022, versus the comparable period in 2021. Read More
Deep Dive | November 22, 2022 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. Read More
Store Tracker | November 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ace Hardware, Aldi and Boot Barn, among others, in the US and Clarks, Deichmann and Matalan, among others, in the UK. Read More
Insight Report | November 1, 2022 Premium Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce BackOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 12, 2022 Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022. Read More
Deep Dive | September 29, 2022 Premium US Footwear Retailing: A Brand-Prominent Market Presents Opportunities in Innovative ProductsWe analyze the US footwear market, including recent and projected growth, key market factors and the competitive landscape. We also discuss three themes we are watching that brands and retailers should be aware of as they aim to better serve footwear demand. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based 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 | August 12, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 32: US Store Closures Down 58% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allsup’s, Amazon, Carter’s and Floor & Decor, among others, in the US, and Charles Tyrwhitt, Clarks, Majestic Wine and Next, among others, in the UK. Read More
Store Tracker | August 3, 2022 Premium US Store Tracker Extra, July 2022: Retailers To Open 75 Million Square Feet of New Retail Space in 2022The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of July 29, 2022, versus the comparable period in 2021. Read More
