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 | December 7, 2021 Premium

Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.

Deep Dive | December 7, 2021 Databank Members

US Consumer Tracker: Omicron Variant Drives Heightened Consumer Concern

US consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | December 6, 2021 Premium

The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?

As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.

Store Tracker | December 3, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% 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 Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK.

Deep Dive | December 2, 2021 Premium

E-Commerce Outlook: Global Luxury—Pandemic-Driven Uncertainty To Fuel Growth

As with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. We discuss the trajectory of the global luxury e-commerce market and its major drivers. We also examine the competitive landscape, market innovators and key themes for 2022 and beyond.

Insight Report | December 1, 2021 Premium

Key Festivals and Holidays for Promotional Campaigns in China in 2022: Calendar

China sees a number of festivals and holidays through the year that retailers and brands can tap with marketing and promotional campaigns. Use our “cut-out-and-keep” calendar as your guide to 2022.

Store Tracker | December 1, 2021 Databank Members

US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 26, 2021, versus the comparable period in 2020.

Insight Report | November 30, 2021 Premium

Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.

Deep Dive | November 30, 2021 Databank Members

US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 Cases

US consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | November 29, 2021 Premium

The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and Canada

The 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.

Deep Dive | November 29, 2021 Databank Members

US Consumer Tracker Extra: Consumer Avoidance and Where Shoppers Are Buying in the Holiday Build-Up

We examine avoidance of public places by demographic and which retailers are seeing gains as holiday shopping begins, based on exclusive Coresight Research data. Read our US Consumer Tracker Extra for a deeper dive into key trends revealed by our weekly survey data.

Deep Dive | November 29, 2021 Premium

The Growth of Micro-Fulfillment Technology in US Grocery

We discuss micro-fulfillment center (MFC) technology and cover key drivers, trends and challenges within the US grocery industry.

Store Tracker | November 26, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% 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 CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK.

Deep Dive | November 24, 2021 Premium

US Apparel and Footwear Distribution: Winning and Losing Channels Amid Market Upheaval

US apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers.

Insight Report | November 23, 2021 Premium

Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com.