Deep Dive | June 10, 2025 Premium High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. Read More
Infographic | June 6, 2025 Free Report Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusDiscover key data points we are watching in week 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors. Read More
Deep Dive | June 4, 2025 Premium Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsWhich retailers are popular among US home and home-improvement shoppers, and what are these shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Deep Dive | June 3, 2025 Premium Earnings Insights 1Q25: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face ChallengesOur Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings. Read More
Infographic | May 28, 2025 Free Report Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more. 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 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
Insight Report | March 24, 2025 Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 19, 2025. Read More
Deep Dive | March 11, 2025 Premium Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsDive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook. Read More
Store Tracker | March 6, 2025 Premium US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square FeetIn February, closures by CVS and Joann pushed total closed retail space for 2025 closer to 85 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments. 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
Infographic | March 5, 2025 Free Report Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Bath & Body Works, The Home Depot and The TJX Companies, among others. Read More
Insight Report | March 5, 2025 Premium Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This WeekOur 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 28, 2025, including Bath & Body Works, eBay, Home Depot and TJX, among others. Read More
Store Tracker | February 28, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the recent announcement that Joann will close all of its stores, as well as major opening announcements from Carter’s and Grocery Outlet. Non-store-closure news includes Petco appointing a new Chief Financial Officer. Read More