Williams-Sonoma Inc.

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Deep Dive | December 12, 2024 Premium

Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must

During his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of President-elect Trump’s potential tariffs on both US retailers and consumers.

Store Tracker | December 4, 2024 Premium

US Store Tracker Extra, November 2024: American Freight and Big Lots Bankruptcies Push Total Closed Retail Space to 116 Million Square Feet

Store closures announced by American Freight, Big Lots and others have pushed total closed retail space in the US in 2024 to 116 million square feet. Read about the latest store openings and closures as of the end of November 2024, including their square-footage impact.

Deep Dive | December 3, 2024 Premium

Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?

Last week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics.

Store Tracker | November 29, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 48: US Closures Up 69% Year Over Year

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Bath & Body Works and Save-A-Lot, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Kohl’s and Asda.

Insight Report | November 27, 2024 Premium

Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024

Our 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 November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others.

Deep Dive | October 18, 2024 Premium

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season

Where, 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.

Store Tracker | September 4, 2024 Premium

US Store Tracker Extra, August 2024: Big Lots and Macy’s Contribute to 83 Million Square Feet of Total Closed Retail Space for 2024

Store closures announced by Big Lots, Macy’s, Rite Aid and others will drive total closed retail space in 2024 to over 83 million square feet in the US. Read about the latest store openings and closures as of the end of August 2024, including their square-footage impact.

Store Tracker | August 30, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 35: US Store Closures Up 44% Year Over Year

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, JCPenney, Macy’s and Williams-Sonoma, among others.

Insight Report | August 27, 2024 Premium

Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week

Our 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.

Insight Report | July 8, 2024 Premium

1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic Resilience

Our 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.

Store Tracker | July 2, 2024 Premium

Canada Store Openings and Closures Tracker 2024: Best Buy To Double Canada Store Count This Year

The 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.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We 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.

Store Tracker | June 5, 2024 Premium

US Store Tracker Extra, May 2024: rue21 To Close 2.7 Million Square Feet of Retail Space

As part of rue21’s Chapter 11 bankruptcy process, its planned store closures will account for 2.7 million square feet of total retail space. Read about this development and discover other US retailers’ store closure and opening announcements from May 2024, as well as their square-footage impact.

Store Tracker | May 31, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 22: US Store Closures Up 19% Year Over Year

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Barnes & Noble, Frasers Group, Hy-Vee, J.Crew, Lidl, Sephora, WHSmith and Williams-Sonoma.

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 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.