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 | November 27, 2023 Premium

Holiday 2023: Black Friday Insights from Store Visits in the US and the UK

What happened on Black Friday 2023? The Coresight Research team conducted our annual tour of stores to offer insights on the shopping event in the US and the UK, covering the depth of promotions, product quantity and availability, consumer activity and demand, and more.

Insight Report | November 24, 2023 Premium

US Black Friday 2023: Early Read—Store Traffic Exceeds Expectations Despite Lack of Doorbusters

Black Friday has arrived! We offer an early read on the shopping event, based on store tours conducted by the Coresight Research team in the US.

Store Tracker | November 24, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 47: US Store Closures Jump by Three-Quarters

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sally Beauty and Asda, among others.

Insight Report | November 21, 2023 Premium

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart.

Store Tracker | November 17, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 46: Avon Calling!

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Avon and WHSmith, among others.

Deep Dive | November 15, 2023 Premium

Ebook: Discount Decades

Our Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Insight Report | November 15, 2023 Premium

Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer Commentary

Continuing 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.

Insight Report | November 14, 2023 Premium

Holiday 2023: Hottest Toys—Here’s What Shoppers Are Set To Buy This Season

As part of our holiday 2023 coverage, we discuss the hottest toys for the 2023 holiday season in the US. We discuss these retailers’ initiatives to drive toy sales and outline four key trends that we expect to influence toy gifting in the US during the 2023 holiday season.

Store Tracker | November 10, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 45: Amazon Completes Its Brick-and-Mortar Retreat to Grocery

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon and Marks & Spencer, among others.

Deep Dive | November 8, 2023 Premium

Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth

In this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Insight Report | November 7, 2023 Premium

Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation.

Store Tracker | November 3, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 44: Poundland Drives UK Store Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Sears and Wilko, among others.

Insight Report | November 1, 2023 Premium

Discount Decades—Introduction: Charting the Expansion of US Value Retailing

In this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.

Deep Dive | October 31, 2023 Premium

Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.

Store Tracker | October 31, 2023 Databank Members

US Store Tracker Extra, October 2023: Retailers To Open 86 Million Square Feet of Retail Space This Year

The US will see 86 million square feet of retail space open in 2023. We detail retailers’ store closure and opening announcements from October 2023, including their square-footage impact.