Store Tracker | June 1, 2023 Databank Members US Store Tracker Extra, May 2023: Aldi Openings Drive Total New Retail Space to 73 Million Square FeetThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of May 26, 2023. Read More
Insight Report | May 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. Read More
Insight Report | May 25, 2023 Premium Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management. Read More
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more. Read More
Deep Dive | May 8, 2023 Premium Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose ItOur sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon’s offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends. Read More
Store Tracker | May 5, 2023 Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 18: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Tuesday Morning and Sainsbury’s, among others. Read More
Insight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023. Read More
Deep Dive | April 18, 2023 Premium Five Trends in US Food CPG: Transparency, Sustainability and Technology Lead the WayWe look at five key food trends in the US CPG market, namely the technologies, initiatives and innovations CPG companies are using to address changing consumer demands around health and wellness, transparency and sustainability. Read More
Deep Dive | April 10, 2023 Premium Head-to-Head in Global CPG: Procter & Gamble vs. UnileverProcter & Gamble (P&G) and Unilever are two of the largest and most established consumer packaged goods (CPG) companies worldwide. As part of our Head-to-Head series, we provide company overviews as well as insights into five key elements of their businesses. Read More
Deep Dive | April 3, 2023 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private LabelWe examine key current consumer shopping trends in the US grocery market, using data sourced from IRI—examining traffic, basket size and trip frequency, sales channels, price per unit and private label. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Deep Dive | March 23, 2023 Premium Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023The US consumer packaged goods (CPG) sector is experiencing several strong headwinds, including inflation, higher input costs and rapidly changing consumer demand. We look at five key strategies that CPG companies can adopt to remain resilient through this period of economic uncertainty. Read More
Store Tracker | February 24, 2023 Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 8: US Closures Jump 36% in One WeekOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Bass Pro, Boscov’s, James Avery Artisan Jewelry, Trader Joe’s and Walmart, among others. Read More
Deep Dive | February 23, 2023 Premium US CPG—Consumer Health: Understanding a Category Marked by Spin-OffsWe discuss the performance and outlook of the consumer health category within the US consumer packaged goods sector, as well as factors impacting the category, the competitive landscape and themes we are watching in the space in 2023 and beyond. Read More
Insight Report | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week features highlights from Crocs and Herbalife Nutrition. Read More
