Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur 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 December 1, 2024, including Kohl’s, Macy’s, 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
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
Store Tracker | September 13, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 37: Big Lots Files for Bankruptcy; LL Flooring To Close Additional StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Alimentation Couche-Tard, Big Lots, Dollar Tree and LL Flooring, among other major retailers. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Market Outlook | July 10, 2024 Premium Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging BackdropIn this Market Navigator, Coresight Research explores the US apparel and footwear market. Dive in today to gain insights into emerging ideas and opportunities in apparel and footwear retailing, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More
Store Tracker | July 2, 2024 Premium Canada Store Openings and Closures Tracker 2024: Best Buy To Double Canada Store Count This YearThe new Canada Store Openings and Closures Tracker series will report on announced and actual store openings and closures in Canada. In this first report, we provide a summary analysis of 2023 data and dive into 2024 developments, with highlights from Best Buy, Factory Direct, Loblaws and more. Read More
Market Outlook | June 27, 2024 Premium Research Preview: Market Navigator—US Apparel and Footwear RetailingWe offer an early look at our forthcoming Market Navigator exploring the US apparel and footwear market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Insight Report | June 27, 2024 Premium Holiday 2024: Early US Retail OutlookTake 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. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur 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. Read More
Store Tracker | May 1, 2024 Premium US Store Tracker Extra, April 2024: Ross Stores To Open 2+ Million Square Feet of Retail SpaceRoss Stores announced that it plans to open more than 2 million square feet of retail space in 2024. Explore the details of its recently announced store opening plan and discover other US retailers’ store closure and opening announcements from April 2024, including their square-footage impact. Read More