Company Profile | December 9, 2022 Premium Dollar Tree (NASDAQ: DLTR) Company ProfileDollar Tree is a US-based retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Chesapeake, Virginia, the company operates stores in Canada and the US. Read More
Store Tracker | December 9, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 49: US Store Openings Up 2%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Big Lots and Dollar General, among others, in the US and Loake, JD Sports and Joules among others, in the UK. Read More
Event Coverage | December 7, 2022 Premium Amazon AWS re:Invent 2022: Keynote Address—AWS Enters the Enterprise Software Category with Two New ProductsWe present key insights from the keynote address at Amazon’s 2022 re:Invent conference by Adam Selipsky, CEO of AWS (Amazon Web Services). We summarize AWS’s major announcements at the event, including two new products in the enterprise software space. Read More
Deep Dive | December 5, 2022 Premium November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home SalesWe examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline. Read More
Store Tracker | December 1, 2022 Databank Members US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021. Read More
Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur 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 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Insight Report | November 28, 2022 Premium Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
Store Tracker | November 25, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 47: US Closures HalveOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from American Eagle Outfitters, Bath & Body Works and Best Buy among others, in the US and Co-op, Fabb Furniture and The Food Warehouse, among others, in the UK. Read More
Insight Report | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur 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 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. Read More
Market Navigators/Market Outlook | November 22, 2022 Premium Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive RetailingConsumer demand in the US furniture and home-furnishings retail market is facing headwinds due to lower consumer disposable income. Our Market Outlook surveys the market size, online market, driving factors, competitive landscape, themes we are watching and innovators. Read More
Deep Dive | November 21, 2022 Free Report Retail Merchandising: Unveiling Hidden Gaps and InefficienciesWe discuss five key merchandising challenges for retailers—leveraging proprietary survey findings—and present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments. This free report is sponsored by One Door. Read More
Deep Dive | November 21, 2022 Premium US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop?US retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures. Read More
Insight Report | November 18, 2022 Premium Singles’ Day 2022: Immersive Virtual Experiences Boost EngagementAs part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches. Read More
