December 17, 2023 Analyst Corner Register for Free Access Weinswig’s Weekly: US Retail Bankruptcies Jump 10X in 2023This week’s note, “From the Desk of Deborah Weinswig,” discusses the state of US retail bankruptcies in 2023 and the contributing factors behind a year-over-year increase in bankruptcy filings.
December 14, 2023 Deep Dive Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
December 12, 2023 Insight Report Premium US and UK Retail Bankruptcies Latest, December 2023: US Retail Bankruptcies Jump 10X in 2023We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Let’s Disco and Musik.
December 7, 2023 Insight Report Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty.
November 28, 2023 Insight Report Premium Data Dive: Shein in Numbers as It Files for a US IPOOn November 27, 2023, Shein was reported to have confidentially filed for a US initial public offering (IPO). We discuss data points from prior Coresight Research reports to help readers understand the scale of Shein in fast fashion.
November 28, 2023 Insight Report Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom.
November 21, 2023 Insight Report Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart.
November 16, 2023 Insight Report Premium US and UK Retail Bankruptcies Latest, November 2023: Filings from Z Gallerie, Wiggle and OthersWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wiggle, Z Gallerie and more.
November 14, 2023 Insight Report Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail 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 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market
November 7, 2023 Insight Report Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation 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 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation.
October 31, 2023 Deep Dive Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.
October 20, 2023 Insight Report Premium Rite Aid Bankruptcy: What Does It Mean for Rivals?Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors.
October 20, 2023 Insight Report Premium US and UK Retail Bankruptcies Latest, October 2023: Rite Aid Files for BankruptcyWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Rite Aid, Showfields and Shift Technologies.
October 5, 2023 Insight Report Premium 2Q23 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers Due to Disciplined ApproachesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q23 and assess how and why levels are changing. This quarter, overall inventory turnover ratios improved for most covered retailers.
September 21, 2023 Deep Dive Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
