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
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur 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 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. 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 5, 2025 Premium US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearAnnouncements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, 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 | 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 7, 2025 Premium 3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysOur 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 third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | December 6, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 49: UK Closures Down 30% Year Over YearOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Alimentation Couche-Tard and openings by Harbor Freight Tools, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Capri Holdings. Read More
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