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 8, 2022 Premium

Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others.

Deep Dive | November 7, 2022 Premium

Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’s

We analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities.

Store Tracker | November 4, 2022 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ace Hardware, Aldi and Boot Barn, among others, in the US and Clarks, Deichmann and Matalan, among others, in the UK.

Store Tracker | November 2, 2022 Databank Members

US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square Feet

The 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 October 28, 2022, versus the comparable period in 2021.

Deep Dive | November 1, 2022 Databank Members

US Consumer Tracker: Dollar Stores Surge

We explore dollar stores’ impressive recent performance in grocery. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | November 1, 2022 Premium

How the US Home and Home-Improvement Market Can Target Millennials

We analyze the preferences and trends of US millennials, the country’s largest demographic, in home and home-improvement, providing retailers with insights into how to attract this group. Millennials are important to the market as they have the highest rates of homebuying activities.

Insight Report | November 1, 2022 Premium

Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others.

Insight Report | October 31, 2022 Premium

Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season

As part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter.

Market Navigators/Market Outlook | October 25, 2022 Premium

Market Outlook: Grocery Retail in India—Growth Led by Convenience and Wellness

In this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond.

Deep Dive | October 25, 2022 Premium

Countdown to Holiday 2022: US Survey and Retail Outlook

We present the findings of our Holiday 2022 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last and analyze how the current economic environment will impact spending.

Deep Dive | October 25, 2022 Databank Members

US Consumer Tracker Extra: Amazon Prime Early Access Sale Enjoys Strong Engagement

We analyze how consumers’ engaged with Amazon’s Prime Early Access by age, geography and income, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.

Store Tracker | October 21, 2022 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2022, Week 42: US Store Openings Down 1.5% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, H-E-B and Trader Joe’s, among others, in the US, and Abercrombie & Fitch, Asda and Charlotte Tilbury, among others, in the UK.

Insight Report | October 18, 2022 Premium

China National Day Golden Week 2022 Wrap-Up: Zero Covid Depresses Tourism Revenue and Trips During Week-Long Holiday

Golden Week is a week-long national holiday in China characterized by travel and tourism spending. In this report, we present insights into tourism consumption patterns and consumer behavior during Golden Week 2022.

Insight Report | October 17, 2022 Premium

Countdown to Holiday 2022: Trends To Watch in US Last-Mile Delivery

As part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we expect to affect last-mile shipping this year.

Event Coverage | October 13, 2022 Premium

Big Billion Days 2022 Wrap-Up: Sellers and Consumers Benefit from Tech-Powered Shopping Experiences

India-based online marketplace Flipkart hosted its annual flagship shopping event, Big Billion Days (BBD), from September 23 to 30, 2022. We present key highlights from BBD 2022, including prominent themes, experiences and categories.