Tractor Supply Company

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Deep Dive | April 6, 2021 Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Insight Report | March 25, 2021 Premium

US Home-Goods Retailers Step Up Focus on Mobile Applications

Home-goods retailers are stepping up their focus on mobile applications as part of a wider pivot to e-commerce. We discuss the most recent initiatives taken by Home Depot, IKEA and Tractor Supply to improve their mobile app offerings.

Store Tracker | March 4, 2021 Premium

US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.

Flash Report | February 18, 2021

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Tractor Supply Company Acquires Orscheln Farm and Home

In this free report, we discuss the agreement reached by US retailer Tractor Supply Company on February 17, 2021, to acquire US farm and ranch retailer Orscheln Farm and Home.

Store Tracker | February 5, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 5: ASOS Acquires HIIT, Miss Selfridge, Topman and Topshop

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bloomingdale’s, PGA TOUR Superstore, The Container Store, Toys“R”Us and Tractor Supply Company in the US and Arcadia Group, ASOS, Frasers Group, New Look and Paperchase in the UK.

Event Coverage | January 29, 2021

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Coresight Research x Blue Yonder: Supporting the Customer Journey—Learn from Covid-19 To Build a Resilient Retail Supply Chain

On January 26, 2021, Coresight Research and Blue Yonder hosted a virtual mini conference, “Supporting the Customer Journey: Localization for Speed to Market and Flexibility,” which brought together leaders from top retailers and organizations to explore fast-changing consumer demand and shifting market conditions. This free report provides eight key insights from the mini conference, covering nearshoring strategies, inventory management, sustainability, last-mile delivery and more.

Insight Report | January 7, 2021 Premium

Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.

Insight Report | January 5, 2021 Premium

3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.

Deep Dive | December 23, 2020 Premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.

Insight Report | December 10, 2020 Premium

Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ Scores

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November.

Market Outlook | November 17, 2020 Premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

Insight Report | November 12, 2020 Premium

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.

Flash Report | October 26, 2020

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Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

Deep Dive | October 1, 2020 Premium

2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

Deep Dive | September 29, 2020 Premium

US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online Operations

Despite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success.