Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Store Tracker | February 14, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight multiple store expansion plans and Joann’s plan to close 500 stores in the US. Non-store-closure news includes the appointment of a new Chief Stores Officer at Macy’s. Read More
Deep Dive | February 12, 2025 Premium Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More
Insight Report | January 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Event Coverage | January 3, 2025 Premium A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailWhat should you expect from NRF 2025: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from GenAI to digital product passports and more. Read More
Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
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
