Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Company Profile | January 10, 2022 Premium Morrisons Company ProfileMorrisons is a UK-based retailer of apparel, food and beverages, fuel, health and beauty, and general merchandise. Headquartered in Bradford, England, the company operates stores across the UK. Read More
Market Outlook | November 25, 2021 Premium Market Outlook: UK Grocery Retailers—Pandemic Creates Opportunities for Instant Commerce ChannelThe UK grocery sector has been one of the major beneficiaries of the shift in behaviors amid the pandemic. In this Market Outlook, we present our expectations for market growth in 2021 and 2022, as well as growth drivers and challenges, a competitive landscape and key themes in UK grocery. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Insight Report | May 3, 2021 Premium Restaurants Set To Boom in Summer 2021—What Will This Mean for US Grocery?As US consumers receive vaccinations and become more comfortable visiting public places, a rebound in restaurant spending is inevitable. We explore the potential bounceback of the restaurant industry in the US and discuss its impact on the grocery spending habits of different consumer segments. Read More
Insight Report | January 25, 2021 Premium Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in DecemberWe review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Company Earnings Update | September 13, 2019 Register for Free Access Morrisons (LSE: MRW) 1H20 Results: Sharp Downturn in Retail CompsMorrisons 1H20 comparable sales were up 0.2% year over year: Retail contributed (1.1)% to group comps while wholesale contributed 1.3%. Read More
Company Earnings Update | May 10, 2019 Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount. Read More
Deep Dive | April 18, 2019 Premium Aldi and Lidl’s Impact in the UK: Reviewing Five Fightback Strategies Among Nondiscount Grocery RetailersAldi and Lidl have brought major disruption to the UK grocery market — and they could be on course to add another £9 billion of combined sales over the next five years. In this report, we review five measures major UK grocery retailers have taken to fight Aldi and Lidl, and how successful each has been. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Company Earnings Update | March 14, 2019 Register for Free Access Morrisons (LSE: MRW) FY19 Results: Solid Profit Growth Prompts Optimistic OutlookMorrisons reported FY19 results with both top-line and EPS slightly missing the consensus but otherwise showing strong growth. Read More
