Retailers

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our 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 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

Insight Report | March 17, 2025 Premium

Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal

Walgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal.

Infographic | March 12, 2025 Free Report

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic

Discover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our 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.

Deep Dive | March 11, 2025 Databank Members

Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights

Dive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook.

Analyst Corner | March 9, 2025

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Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses highlights from our latest consumer data on tariff perceptions.

Store Tracker | March 7, 2025 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight recent store opening and closure announcements from Big Lots, Forever 21, Ross Stores and The TJX Companies. Non-store-closure news includes CEO changes at both Albertsons and Kroger.

Store Tracker | March 6, 2025 Databank Members

US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square Feet

In February, closures by CVS and Joann pushed total closed retail space for 2025 closer to 85 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.

Deep Dive | March 5, 2025 Premium

US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies

Explore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.

Insight Report | March 5, 2025 Premium

US Tariffs on Canada and Mexico: What US Consumers Think

New US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs.

Infographic | March 5, 2025 Free Report

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic

Discover the latest revenue and EPS (earnings per share) data from week five of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Bath & Body Works, The Home Depot and The TJX Companies, among others.

Insight Report | March 5, 2025 Premium

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week

Our 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.

Deep Dive | March 5, 2025 Databank Members

Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products, and present an update on their expectations for the economy.

Deep Dive | March 4, 2025 Databank Members

Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra

Dive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions.

Analyst Corner | March 2, 2025

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Analyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik

In this week’s Analyst Corner, Aditya Kaushik, Analyst, draws on proprietary survey findings to reveal regional shopping trends in the US. Discover which retailers are popular for food and nonfood shopping across various regions.