December 5, 2022 Deep Dive 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.
December 1, 2022 Store Tracker 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.
November 29, 2022 Insight Report 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.
November 28, 2022 Insight Report 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.
November 25, 2022 Store Tracker 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.
November 23, 2022 Insight Report 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.
November 22, 2022 Deep Dive 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.
November 22, 2022 Insight Report 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.
November 22, 2022 Market Navigators/Market Outlook 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.
November 21, 2022 Deep Dive 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.
November 21, 2022 Deep Dive 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.
November 18, 2022 Insight Report 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.
November 18, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ahold Delhaize, Allbirds and Dillard’s, among others, in the US and B&M, Co-op and Jack & Jones among others, in the UK.
November 17, 2022 Deep Dive Premium Countdown to Holiday 2022: Hottest ToysAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday.
November 17, 2022 Insight Report Premium Singles’ Day 2022: New Products, Entrants and Trends—Brands Capitalize on Immersive Technologies and Virtual ProductsAs part of our Singles’ Day 2022 coverage, we discuss new products, entrants and trends that emerged during this year’s festival—specifically those that surfaced on the platforms of Alibaba and JD.com—and how they tie into ongoing retail themes in China.
