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Holiday 2024: Early US Retail Outlook

Take an early look at the likely trajectory in retail demand for the 2024 holiday season! We present our retail sales growth projections and discuss consumer sentiment, inflation, the holiday calendar and more.

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Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters.

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Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s.

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Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom.

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