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 | April 5, 2023 Premium

ChatGPT and Generative AI: Five Things Retailers Should Know

Generative AI (artificial intelligence) has the potential to transform the retail industry. We explore five things retailers should know about ChatGPT and other AI solutions, including the benefits, pitfalls and technology landscape of generative AI.

Deep Dive | April 3, 2023 Premium

March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly Rise

We present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We 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.

Deep Dive | March 28, 2023 Databank Members

US Consumer Tracker: Focus on Financial Position and Security

US consumer avoidance may be set to stabilize after recent volatility. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.

Store Tracker | March 23, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 12: US Closures Up by One-Quarter Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy, Dollar General, Five Below, Foot Locker, Signet Jewelers and Williams-Sonoma, among others.

Insight Report | March 22, 2023 Premium

China’s 2023 National People’s Congress: What Retailers Need To Know

We analyze the retail implications of this year’s National People’s Congress, China’s annual legislative meeting, which took place March 5–13, 2023 in Beijing.

Deep Dive | March 21, 2023 Databank Members

US Consumer Tracker: Avoidance Rises and Activity Slides

High-income consumers have driven a striking one-week jump in avoidance. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.

Deep Dive | March 20, 2023 Premium

Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots Alliance

CVS Health and Walgreens Boots Alliance are the top retailers in the US drugstore sector, offering a wide variety of medicines and other products. As part of the Coresight Research Head-to-Head series, we provide analysis of the companies’ revenues, financial performances and key strategies.

Deep Dive | March 20, 2023 Premium

Retail-Tech Landscape: Robotics and Automation

Robotics and automation will increasingly play an important role as retailers look to invest in technologies to deal with margin pressures amid inflationary pressure and an uncertain macroeconomic environment. We present selected startups globally whose robotics technology solutions support brands and retailers in automating processes across selected categories.

Insight Report | March 15, 2023 Premium

Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025

Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment.

Deep Dive | March 15, 2023 Premium

February 2023 US Housing Market Indicators: Affordability Remains Depressed Versus a Year Ago

We present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show depressed housing affordability versus a year ago.

Insight Report | March 14, 2023 Premium

Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline

The 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, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.

Deep Dive | March 14, 2023 Databank Members

US Consumer Tracker: More Shoppers Cut Grocery Purchases Amid High Inflation Awareness

More US shoppers are cutting their grocery unit purchases in response to inflation, according to our latest survey. This US Consumer Tracker includes our four-weekly check on consumers’ reactions to inflation as well as our regular weekly metrics.

Store Tracker | March 10, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 10: US Openings Cross 3,500

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Abercrombie & Fitch, Big Lots, Burlington Stores, Dollar Tree, Macy’s, Nordstrom and Sprouts Farmers Market, among others.

Deep Dive | March 9, 2023 Premium

Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline

The 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, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others.