Deep Dive | May 14, 2025 Premium Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersNow in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category. Read More
Analyst Corner | May 11, 2025 Register for Free Access Analyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarIn this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond. Read More
Insight Report | April 11, 2025 Premium US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWe expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | April 9, 2025 Register for Free Access Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. Read More
Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur 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 fourth quarter of 2024. Read More
Deep Dive | April 3, 2025 Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | March 21, 2025 Premium Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearThe 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 Best Buy, Comark Holdings, Dollarama, The TJX Companies, and more. Read More
Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur 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 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more. Read More
Store Tracker | March 14, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, US store closures decelerate as openings gain momentum. We highlight recent opening announcements from BJ’s Wholesale Club, Dick’s Sporting Goods and Macy’s, among others. Non-store-closure news includes Dollar Tree appointing a new Chief Financial Officer. Read More
Deep Dive | March 5, 2025 Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies. Read More
Deep Dive | February 4, 2025 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
