Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | June 4, 2025 Premium US Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetIn May 2025, store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts. Read More
Infographic | June 3, 2025 Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more. Read More
Store Tracker | May 30, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 22: Store Closures Up by 57%Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from LEGO, Pandora, Williams-Sonoma and others, as well as the announcement of a new President at Coborn’s. Read More
Insight Report | May 1, 2025 Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Read More
Insight Report | April 11, 2025 Premium US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWe expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur 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 fourth quarter of 2024. Read More
Store Tracker | April 2, 2025 Premium US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetIn March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. Read More
Store Tracker | March 28, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Non-store-closure news includes The Container Store’s CEO stepping down. Read More
Insight Report | March 24, 2025 Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 19, 2025. Read More
Insight Report | February 20, 2025 Premium February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 18, 2025. 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
Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. 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