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
Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Company Profile | January 25, 2023 Premium Woolworths (ASX: WOW) Company ProfileWoolworths is an Australia-based retailer operating supermarkets, discount department stores and B2B food services. Headquartered in Sydney, the company operates 1,440 stores in Australia and New Zealand. Read More
Event Coverage | January 18, 2023 Free Report Day Three at NRF 2023: Retail’s Big Show—Quick Wins Are Key for 2023 Across Forecasting, Personalization and NFTsWe present insights from the third and final day of NRF 2023: Retail’s Big Show, with highlights covering personalization in beauty retail, demand forecasting, virtual try-on technologies, data analytics and more. Read More
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
Deep Dive | September 16, 2022 Premium Head-to-Head in Australia Grocery Retailing: Woolworths vs. ColesWoolworths and Coles are heavyweights in Australian grocery retailing. As part of our Head-to-Head series, we provide insights into key elements of their businesses: revenue and margin growth, market share, store portfolios, e-commerce initiatives and growth strategies. Read More
Deep Dive | July 5, 2022 Premium Market Outlook: Australian Grocery Retailers—Online Grocery Battles To Heat UpIn this Market Outlook, we discuss the Australian grocery sector, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
