Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur 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 August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. 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
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. 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
Insight Report | May 16, 2024 Premium Retail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade HighContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from Australia, New Zealand, the UK and the US. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Read More
Insight Report | May 7, 2024 Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur 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 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others. Read More
Deep Dive | May 2, 2024 Premium How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private LabelCPG brands and grocery retailers are currently operating in a volatile environment, one that presents unique challenges and numerous opportunities. We discuss key ongoing consumer shopping trends in the US grocery landscape, using proprietary Coresight Research consumer survey data, as well as data from Circana and Placer.ai. 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
Insight Report | March 14, 2024 Premium Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink. 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
Store Tracker | March 1, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 9: Macy’s Announces Store Opening and Closure PlansOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Macy’s and Moshulu, among others. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a 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 February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. 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
Store Tracker | January 12, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 2: Bodycare To Open 20 UK StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sprouts Farmers Market and Bodycare, among others, and summarizes openings and closures in 2023. Read More