Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Store Tracker | December 4, 2024 Premium US Store Tracker Extra, November 2024: American Freight and Big Lots Bankruptcies Push Total Closed Retail Space to 116 Million Square FeetStore closures announced by American Freight, Big Lots and others have pushed total closed retail space in the US in 2024 to 116 million square feet. Read about the latest store openings and closures as of the end of November 2024, including their square-footage impact. Read More
Store Tracker | November 15, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 46: Big-Ticket Weakness Claims Another Home RetailerOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight another significant rise in US store closures and detail recent announcements from major retailers. Non-store-closure news includes the appointment of a new Chief Marketing Officer at REI. Read More
Store Tracker | September 4, 2024 Premium US Store Tracker Extra, August 2024: Big Lots and Macy’s Contribute to 83 Million Square Feet of Total Closed Retail Space for 2024Store closures announced by Big Lots, Macy’s, Rite Aid and others will drive total closed retail space in 2024 to over 83 million square feet in the US. Read about the latest store openings and closures as of the end of August 2024, including their square-footage impact. Read More
Deep Dive | August 27, 2024 Premium Luxury Shopping in Focus—Gucci Is the Top Choice; Dior Gains in 2024: US Consumer Survey InsightsWhich luxury brands are popular, and what are luxury shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on luxury shopping. Read More
Store Tracker | August 23, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 34: Full-Year Store Closures in the US To Exceed 5,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Rite Aid, Sheetz, The TJX Companies and Walgreens Boots Alliance, among others. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur 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 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Deep Dive | July 11, 2024 Premium Luxury Retailing: Home and Away—Three Learnings for Growth Across Global MarketsCurrently, consumer shopping behaviors are shifting, meaning that luxury brands and retailers must embrace new strategies to remain relevant and competitive. We explore three key trends that are driving growth in global luxury retailing and major players’ recent responses to changing market forces. 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
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
Market Outlook | May 29, 2024 Premium Market Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End HittersIn this Market Navigator, Coresight Research explores the global luxury market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Store Tracker | May 17, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 20: Ted Baker To Close All US StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Ahold Delhaize, Boot Barn, Co-op, LensCrafters, Office Depot, Tapestry and Ted Baker, among others. Read More
Market Outlook | May 15, 2024 Premium Research Preview: Market Navigator—Global LuxuryWe offer an early look at our forthcoming Market Navigator exploring the global luxury market. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of brands’ and retailers’ revenues, and explore the competitive landscape. Read More
Insight Report | May 14, 2024 Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others 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 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others. Read More