Deep Dive | February 4, 2025 Premium The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesIn an era of rapid digital transformation, the US retail industry is harnessing the power of innovation across three critical areas: the supply chain, operations, and the customer experience. We dive into the importance and impacts of key technologies—including AI (artificial intelligence) and Web3—and outline major retailers that are leading the charge in technology adoption. Read More
Deep Dive | January 23, 2025 Premium Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingCoresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025. Read More
Deep Dive | January 21, 2025 Premium Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsWhere are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | January 14, 2025 Premium JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailWhat does the launch of Catalyst Brands reveal about broader retail trends? Explore the impacts of the JCPenney merger with SPARC Group on US retail. 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
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
Insight Report | December 6, 2024 Premium Retail Around the World: Black Friday 2024—Coresight Research ObservationsAs part of our coverage of the 2024 holiday season, we present our observations of Black Friday in India, Hong Kong and the UK. Read More
Store Tracker | November 29, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 48: US Closures Up 69% Year Over YearOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Bath & Body Works and Save-A-Lot, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Kohl’s and Asda. Read More
Insight Report | November 27, 2024 Premium Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others. Read More
Market Outlook | November 12, 2024 Premium Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing LandscapeIn this Market Navigator, Coresight Research explores the US retail and e-commerce market. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. Read More
Store Tracker | November 6, 2024 Premium Canada Store Openings and Closures Tracker 2024: Closures Outpace OpeningsThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Alimentation Couch-Tard, Loblaw Companies, Sobey’s and more. Read More
Deep Dive | October 18, 2024 Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 4, 2024 Premium Seasonal Shopping, 4Q24—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Amazon’s Prime Big Deal Days, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season. Read More
Store Tracker | October 3, 2024 Premium US Store Tracker Extra, September 2024: Big Lots Drives Total Closed Space to 89 Million Square FeetStore closures announced by Big Lots, Family Dollar, LL Flooring and others will drive total closed retail space in 2024 to nearly 89 million square feet in the US. Read about the latest store openings and closures as of the end of September 2024, including their square-footage impact. Read More
Company Profile | September 6, 2024 Premium Gap Inc. (NYSE: GPS) Company ProfileGap Inc. is a US-based retailer of accessories, apparel, footwear and personal care products. Headquartered in San Francisco, the company operates stores in Canada, China, France, Hong Kong, Ireland, Italy, Japan, Mexico, Taiwan, the UK and the US. Read More