Market Navigators/Market OutlookUS Drugstores—Retail 2024 Sector Outlook: Mid-Single-Digit Sales Growth; Stronger Focus on Healthcare Expansion Aditya Kaushik, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research December 11, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US drugstore retailing. Data in this research report include: US drugstores and pharmacies—sales and year-over-year growth, 2020–2024E E-commerce sales growth projections Companies mentioned in this report include: Albertsons, CVS Health, Kroger, Rite Aid, Walgreens Boots Alliance, Walmart Other relevant research: Look out for more reports in our Retail 2024 series, including outlooks for US mass merchandisers, warehouse clubs and discount stores, and CPG. Five Ways AI Is Being Used in Drugstore Retail Generative AI for US Retail Pharmacies and Healthcare: Satisfying Customers through Automation and Personalization All Coresight Research coverage of drugstore retailing Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsUS CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales Decline
Insight ReportOctober 2023 US Retail Traffic and In-Store Metrics: Jewelry Sector Sees Positive Growth Keerthan Shetty, Data Analyst December 11, 2023 Reasons to ReadUsing data from RetailNext, we analyze US retail traffic and in-store metrics in October 2023, in total and by sector, region and location type. Data in this report include: Year-over-year changes in US store-based traffic and sales for the past 13 months Year-over-year changes in US store-based nonfood retail metrics for the past 13 months—including conversion, ATV, shopper yield and average unit retail Year-over-year changes in US retail traffic for selected industry verticals, for the past 13 months Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026
Market Navigators/Market OutlookUS CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation Eases Arun Sriram, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 11, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US CPG (consumer packaged goods) retailing. Data in this research report include: US CPG market—sales and year-over-year growth, 2020–2024E Sales growth projections by segment Companies mentioned in this report include: The Coca-Cola Company, Kraft Heinz, Nestlé, PepsiCo, P&G, Unilever Other relevant research: Look out for more reports in our Retail 2024 series, including sector outlooks for grocery, beauty and drugstores in the US. Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic Landscape The Coresight Research and Circana monthly US CPG Sales Tracker series All Coresight Research coverage of CPG retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthWeekly UK Store Openings and Closures Tracker 2026, Week 5: Game Over; But Aldi To Open 40 StoresMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious Era
Analyst CornerWeinswig’s Weekly: On Our Groundbreaking NextGen Commerce Conference Mara Dosso, Events Director December 10, 2023 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” discusses the success of our recent NextGen Commerce Conference and includes insights from the event. Other relevant research: Playbook: Six Quick Wins in Generative AI Insights Video: Exploring the Transformative Impact of Generative AI—Premium Subscriber Call All Coresight Research coverage of generative AI in retail Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which also discussed our NextGen Commerce Conference. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:AI Insights: How World Models, VLA and Physical AI Advance Retail AutomationWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New StoresRetail 2025: China Retail PredictionsShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail
Research DigestInsights Video: Exploring the Transformative Impact of Generative AI—Premium Subscriber Call John Harmon, CFA, Managing Director of Technology Research December 8, 2023 Reasons to ReadThis Insights Video is an on-demand replay of our December 2023 Premium Subscriber Call. Sunny Zheng, Senior Analyst at Coresight Research, and John Harmon, Managing Director of Technology Research at Coresight Research, dive into the transformative power of generative AI (artificial intelligence) in retail. They present our latest thinking and research on the topic, including use cases and insights on the technology’s benefits. Watch the video and view the accompanying presentation to discover: How generative AI can enhance customer engagement and satisfaction in the retail sector How retailers have leveraged generative AI to create personalized shopping experiences How the technology contributes to improved customer loyalty and increased sales Which emerging technologies or advancements in generative AI are set to have the most significant impact on the retail landscape Other relevant research: Playbook: Six Quick Wins in Generative AI The Coresight Research CORE framework for generative AI in retail All Coresight Research coverage of generative AI in retail For more exclusive insights and interactive discussion with our expert analysts, look out for our next Premium Subscriber Call, taking place in January 2023! Not a subscriber? Learn more about subscriptions here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Rolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicRetail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikInnovator Profile: Bayezon AI—Enabling Agentic Commerce with AI-Driven Shopping Agents
Market Navigators/Market OutlookGlobal Luxury—Retail 2024 Sector Outlook: Emerging Markets and Young Shoppers To Drive Growth Swarooprani Muralidhar, Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research December 8, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in luxury retailing globally. Data in this research report include: Global luxury market—sales and year-over-year growth, 2020–2024E Companies mentioned in this report include: Kering, LVMH, Hermès, Richemont, Tapestry Other relevant research: Look out for more reports in our Retail 2024 series, including outlooks for apparel and footwear, beauty and department stores in the US. Five Ways AI Is Being Used in Luxury Retail Consumers’ Appetite For Luxury in a Post-Zero-Covid China All Coresight Research coverage of luxury retailing. Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceAnalyst Corner: Europe Maintains Its Leadership in Retail-as-a-Service, by John Mercer
Insight ReportGenerative AI Latest: Key Announcements from AWS re:Invent 2023 Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 8, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—across retail, infrastructure, applications and government. This report details announcements from the period November 20–December 3, 2023. Learn about the latest tech startup funding, new generative AI features and solutions, and Amazon’s announcements during the AWS re:Invent 2023 conference. Companies mentioned in this report include: AI21 Labs, Amazon Web Services (AWS), Anthropic, AssemblyAI, Cradle Bio, Google, HeyGen, Kognitos, OpenAI, Perplexity AI, Together AI Other relevant research: Playbook: Six Quick Wins in Generative AI The Coresight Research CORE framework for generative AI in retail All Coresight Research coverage of generative AI in retail, including previous reports in the Generative AI Latest series Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John Harmon4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedAnalyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon
Market Navigators/Market OutlookUS Beauty—Retail 2024 Sector Outlook: Feel-Good Factor To Drive Sales Swarooprani Muralidhar, Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research December 8, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US beauty retailing. Data in this research report include: US beauty market—sales and year-over-year growth, 2020–2024E E-commerce sales growth projections Companies mentioned in this report include: Bath & Body Works, LVMH, Ulta Beauty Other relevant research: Look out for further reports in our Retail 2024 series, including sector outlooks for luxury, apparel and more. Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the Way Five Ways AI Is Being Used in Beauty Retail All Coresight Research coverage of beauty retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:What Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and Target
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 49: Over 300 Rite Aid Closures Year to Date Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 8, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 major US store closures and openings 2023 major UK store closures and openings Companies mentioned in this research report include: Rite Aid, Family Dollar, Asda Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 48: Wilko’s Loss Is Poundland’s Gain The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2023 year to date (YTD); for the UK, data span 2017 to 2023 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Innovator Matrix: Retail MediaWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025
Insight ReportRetail Around the World: Black Friday 2023—Coresight Research Observations Coresight Research December 7, 2023 Reasons to ReadCoresight Research is a global company with offices in seven cities across four continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Black Friday sales from outside the US. For our US coverage, see our report, Holiday 2023: Black Friday Insights from Store Visits in the US and the UK. Companies mentioned in this report include: Adidas, Bath & Body Works, Estée Lauder, Foot Locker, Gap, H&M, Marks & Spencer, Puma, Victoria’s Secret Other relevant research: Our last Retail Around the World report, covering our observations of Singles’ Day 2023 All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. Our coverage of physical retail and e-commerce Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Groceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsAnalyst Corner: Europe Maintains Its Leadership in Retail-as-a-Service, by John Mercer
Event PresentationThe Generative AI Playbook: Six Quick Wins Presented at the AI Summit New York 2023 Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 7, 2023 Reasons to ReadDiscover six strategies for brands and retailers to harness the power of generative AI (artificial intelligence), also known as GenAI. From accelerated product design to personalized digital marketing to enhanced employee productivity, we offer quick wins for retail companies to get ahead with this advanced technology. Deborah Weinswig, CEO and Founder of Coresight Research, presented these insights at the AI Summit New York on December 6, 2023. Data in this presentation include: Estimate global GenAI software market size, 2023–2027 Proprietary survey data on retailers’ and consumers’ views on personalization Companies mentioned in this presentation include: Alloy, The Coca-Cola Company, Estée Lauder, Levi’s, Revolve, SAP Other relevant research: Dive into our insights in more detail in our accompanying report, Playbook: Six Quick Wins in Generative AI More reports on GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New StoresAnalyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaAnalyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav Pitaliya
Market Navigators/Market OutlookUS Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative Models Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 7, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US department store retailing. Data in this research report include: US department store market—sales and year-over-year growth, 2020–2024E E-commerce sales growth projections Companies mentioned in this report include: Kohl’s, Macy’s, Nordstrom Other relevant research: Look out for more reports in our Retail 2024 series, including outlooks for the US apparel and footwear, US beauty and global luxury markets. Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models Market Outlook: Department Stores in China—Consumer Shift Toward E-Commerce Squeezes Sales All Coresight Research coverage of department store retailing Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%Shoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025
Market Navigators/Market OutlookUS Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical Stores Anand Kumar, Associate Director of ResearchSunny Zheng, Analyst December 7, 2023 Reasons to ReadThe Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology. This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US apparel and footwear retailing. Data in this research report include: US apparel and footwear market—sales and year-over-year growth, 2020–2024E E-commerce sales growth projections Companies mentioned in this report include: Adidas, Amazon, NIKE, Lululemon Athletica, Old Navy, Shein, Target, Walmart Other relevant research: Look out for further reports in our Retail 2024 series, including sector outlooks for luxury, beauty and more. Ebook: Discount Decades Five Ways AI Is Being Used in Apparel and Footwear Retail All Coresight Research coverage of apparel and footwear retail Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Sentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic
Store TrackerUS Store Tracker Extra, November 2023: Closing Time for 78 Million Square Feet of Retail Space Aaron Mark Dsouza, Data Analyst December 7, 2023 Reasons to ReadThe US will see more than 78 million square feet of retail space close in 2023. The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements, including their square-footage impact. In this report, we detail announced closures and openings as of December 1, 2023. Data in this report are: Year-to-date announced US store closures and openings estimates for 2023, by retailer Year-to-date announced 2023 US store closures and openings estimates in gross square feet, by retailer US announced store closures and openings: week-by-week data for year-to-date 2023 versus the comparable period in 2022 Companies mentioned in this report include: Aldi, Alimentation Couche-Tard, Harbor Freight Tools, Office Depot, Pet Supplies Plus, Rally House, Sally Beauty Other relevant research: View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2023 year to date (YTD); for the UK, data span 2017 to 2023 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer CautionRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration
Insight ReportEarnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales Decline Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 7, 2023 Reasons to ReadOur 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 2023 earnings. This week, there are highlights from companies that reported in the week ended December 3, 2023, across six sectors: apparel and footwear, department stores, electronics retailers, home and home-improvement, specialty apparel and warehouse clubs. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Academy Sports and Outdoors, Big Lots, Dollar Tree, Five Below, Foot Locker, Kroger, Petco Health and Wellness Company, PVH, Ulta Beauty Other relevant research: Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales The Coresight 100 list Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 Stores
