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 | September 5, 2023 Premium

Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below.

Market Navigators/Market Outlook | September 5, 2023 Premium

Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape

We present our definitive guide on the US retail and e-commerce market. In this Market Navigator report, we explore the market’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes we are watching and retail innovators in the space.

Insight Report | September 1, 2023 Premium

Generative AI Latest: Nvidia at SIGGRAPH, the Rise of Google Cloud, US Consumer Concern on the Future Impacts of AI

Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering Nvidia’s new solutions (announced at SIGGRAPH 2023), the rise of Google as a preferred cloud provider, and US consumer concern around the future impacts of generative AI.

Store Tracker | September 1, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 35: UK Openings Up 27%

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

Deep Dive | August 30, 2023 Premium

Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

Event Presentation | August 24, 2023 Premium

US Beauty Retailing—A Standout Discretionary Category in 2023: Highlights from the Market Navigator

In this presentation, we offer key highlights from our Market Navigator on US beauty, covering growth drivers, the competitive landscape, key themes and more.

Deep Dive | August 24, 2023 Premium

US Men’s Plus-Size Apparel Market: Embracing Growth and Inclusivity

We explore the market size and trajectory of the US men’s plus-size apparel market, major factors impacting the market, its competitive landscape, and themes we are watching in 2023 and beyond in the space.

Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Insight Report | August 21, 2023 Premium

Generative AI Latest: Amazon’s Initiatives, the Home Sector’s Entry and the Launch of Hypermodal AI

Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering Amazon’s initiatives (announced at AWS Summit 2023), the foray of the home sector into the generative AI space, and Dyntatrace’s launch of hypermodal AI.

Insight Report | August 15, 2023 Premium

July 2023 US Retail Sales: Resilient Consumers and Nonstore Retailers Fuel Retail Sales Growth

In July 2023, US retail sales (excluding gasoline and automobiles) grew 3.7% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | August 15, 2023 Premium

Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.

Event Presentation | August 12, 2023 Premium

Generative AI in Retail and Healthcare: Insights Presented at NACDS TSE 2023

On August 12, 2023, Coresight Research presented at NACDS Total Store Expo 2023 on the topic of generative AI (artificial intelligence) in retail and healthcare. In this presentation, we discuss use cases of the technology across our CORE framework.

Insight Report | August 11, 2023 Premium

Countdown to China’s Singles’ Day 2023: Three Months To Go—Livestreaming Trends That Brands Must Know

Singles’ Day, the largest online shopping festival in the world, is just three months away! As live video has become an increasingly popular shopping channel among Chinese consumers, we look at the latest trends in livestreaming e-commerce to inform brands’ and retailers’ Singles’ Day 2023 preparations.

Insight Report | August 10, 2023 Premium

Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization

How can generative AI (artificial intelligence) drive benefits in pharmacy retail and healthcare? We explore how generative AI technology can address industry challenges and offer advantages in the areas of supply chain, customer service and more.

Deep Dive | August 10, 2023 Premium

3Q23 US Livestreaming Tracker: Target Provides Competition for Walmart, Opportunities for Home and Beauty

Target poses a threat to Walmart in the livestreaming space. Continuing our quarterly US Livestreaming Tracker series, we analyze our latest US consumer survey findings to explore the role of livestreaming in the shopping journey—covering popular platforms, product categories and more.