January 4, 2024 Market Navigators/Market Outlook Premium Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount StoresThis Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more.
January 3, 2024 Insight Report Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period.
December 20, 2023 Insight Report Premium Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This SeasonAs the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.
December 19, 2023 Market Navigators/Market Outlook Premium US Home and Home Improvement—Retail 2024 Sector Outlook: Sales To Marginally RecoverDiscover the prospects for US home and home-improvement retail (comprising furniture, home furnishings and home improvement) in 2024, as well as themes to watch in the sector.
December 15, 2023 Insight Report Premium Holiday 2023: Exclusive Black Friday and Cyber Monday Survey FindingsWe discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general.
December 15, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 50: VF Corporation Boosts US OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Dollar General and Frasers Group, among others.
December 14, 2023 Insight Report Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada.
December 14, 2023 Deep Dive Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
December 13, 2023 Market Navigators/Market Outlook Premium US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector.
December 11, 2023 Market Navigators/Market Outlook Premium US Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare ExpansionDiscover the prospects for drugstore retailing in the US in 2024, as well as themes to watch in the sector.
December 8, 2023 Insight Report Premium Generative AI Latest: Key Announcements from AWS re:Invent 2023Continuing our Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—including the latest tech startup funding, new generative AI features and solutions, and Amazon’s announcements during the AWS re:Invent 2023 conference.
December 8, 2023 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2023, Week 49: Over 300 Rite Aid Closures Year to DateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Family Dollar and Asda, among others.
December 7, 2023 Market Navigators/Market Outlook Premium US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical StoresDiscover the prospects for apparel and footwear retailing in the US in 2024, as well as themes to watch in the sector.
December 7, 2023 Store Tracker Databank Members US Store Tracker Extra, November 2023: Closing Time for 78 Million Square Feet of Retail SpaceThe US will see more than 78 million square feet of retail space close in 2023. We detail retailers’ store closure and opening announcements from November 2023, including their square-footage impact.
December 7, 2023 Insight Report Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur 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 December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty.
