Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings, 2024
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: Dollar General, Foot Locker, Gap Inc., Ulta Beauty

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Reasons to Read

Announced store closures by Big Lots and Macy’s in August contribute a combined 20+% to the planned 83 million square feet of closed retail space for 2024, Coresight Research estimates.

Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments.

This report is part of our monthly US Store Tracker Extra series; we offer insights into announced developments as of August 30, 2024.

Data in this report are:

  • Year-to-date (YTD) US store closures and openings estimates for 2024, by retailer—total number of store closures/openings and their square-footage impact
  • US announced store closures and openings: week-by-week data for 2024 versus the comparable period in 2023
  • US retail bankruptcies, 2024 vs. 2023

Companies mentioned in this report include: Big Lots, Harbor Freight Tools, LL Flooring, Macy’s, Rite Aid

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended September 2, 2024, across six sectors: apparel and footwear, beauty, department stores, discount stores, electronics retailers and specialty apparel.

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: Best Buy, Bath & Body Works, Burlington, Dollar General, Kohl’s

Other relevant research:

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns (with the latest data from our August 26, 2024, survey), we present new data on the department store sector specifically, diving into where department-store shoppers make purchases and what they buy.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have purchased products at department stores in the past three months
  • Popular retailers and product categories among department-store shoppers
  • Activities that consumers have done in the past two weeks
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Consumers’ expectations for the economy overall and for their own personal financial situation

Companies mentioned in this research report include: CVS, Rite Aid, Walgreens Boots Alliance, Walmart

Other relevant research:

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Reasons to Read

Building on our recent Market Navigator on the US healthcare market, Coresight Research explores the impact that growing retail health offerings are having on the real estate footprints of retailers across various sectors.

Data in this research report include:

  • Personal healthcare spending in the US, and year-over-year changes, 2019–2028E
  • Proprietary survey data on why US consumers would visit a retail health clinic and what factors would contribute to their selection of a clinic
  • Proprietary survey data on the use of GLP-1 drugs among US consumers
  • Average price per clinic at selected major retail clinics

Companies mentioned in this report include: Amazon, CVS Health, Kroger, Lululemon Athletica, NIKE, Target, Walgreens Boots Alliance, Walmart

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Madhav Pitaliya, Analyst at Coresight Research, discusses the state of the GLP-1 drug market in the US. Understand key data on obesity rates and recent sales results for weight-loss drugs in this free research report.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

Other relevant research:

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings, 2024
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: Amazon, JCPenney, Macy’s, Williams-Sonoma

Other relevant research:

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Reasons to Read

The digital revolution is significantly transforming the drugstore sector globally, but drugstores and pharmacy retailers continue to face challenges.

Building on our Market Navigator on drugstore retailing, we explore how leading sector retailers in the US, the UK, Europe, India and China are navigating the dynamic market landscape. Dive into the innovative strategies that retailers are employing to gain and maintain a competitive edge, from retail media to omnichannel practices and technology integration.

Data in this research report include:

  • Estimated market size and growth trajectories through 2028—Pharmacies market in the US, the UK, Europe, China and India; US retail media market

Companies mentioned in this report include: Advertima, Alibaba, Atida, BD Rowa, CVS Health, JD.com, MedPay, TopPharm, Walgreens Boots Alliance

Other relevant research:

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Reasons to Read

The Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

In this report, we dive into shopper demographics, based on our proprietary survey data. Discover shopper profiles for major US retailers in food and nonfood, and explore our sector-focused findings to understand the customer bases of apparel, footwear and beauty retailers.

Data in this research report, based on proprietary survey findings, are:

  • Food and nonfood shopper profiles for each major retailer, broken down by age and household income
  • Total urban vs. rural ratings of each retailer’s food and nonfood consumer base
  • Shopper profiles, urbanness scores and gender, age and income breakdowns for major retailers across three sectors—apparel and accessories, footwear and beauty
  • Appendix—aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with over the past six months

Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Macy’s, Target, Temu, Walmart

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns (with the latest data from our August 19, 2024, survey), we present new data on luxury retail specifically, diving into where luxury shoppers make purchases and what they buy.

Data in this research report are our latest proprietary survey findings on:

  • Whether consumers have purchased luxury products in the past three months
  • Popular retailers and product categories among luxury shoppers
  • Activities that consumers have done in the past two weeks
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Consumers’ expectations for the economy overall and for their own personal financial situation

Companies mentioned in this research report include: Amazon, Dior, Coach, Dollar General, Gucci, Walmart

Other relevant research:

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended August 25, 2024, across six sectors: beauty, department stores, home and home improvement, mass merchandisers, 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: BJ’s Warehouse Club, Coty, Macy’s, Target, The TJX Companies, Williams-Sonoma

Other relevant research:

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Reasons to Read

Building on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. The benefits of technology solutions in product authentication and loss prevention are particularly profound for the luxury retail sector, where high-value goods are at risk of counterfeiting and theft.

From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits and applications of innovative solutions that are helping luxury brands maintain a competitive edge.

Data in this research report include:

  • The size and trajectory of the global luxury market, 2019–2028E
  • Proprietary survey findings on the impact of investment in virtual stores on online and total sales performance

Companies mentioned in this report include: Blue Yonder, Gucci, Impact Analytics, Kering Eyewear, Robert Graham, SKYPAD, Tod’s

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