Market Navigators/Market Outlook | April 11, 2024 Premium Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-FocusedIn this Market Navigator, Coresight Research explores the US healthcare market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period. Read More
Market Navigators/Market Outlook | April 3, 2024 Premium Research Preview: Market Navigator—US HealthcareThis Research Preview provides an early look at our forthcoming Market Navigator report on the US healthcare market. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | March 28, 2024 Premium March 2024 Leading Indicators of US Retail Sales: Growth To Remain in Mid-Single-Digit Range Amid Rising Consumer SentimentThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 26, 2024. Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur 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 March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Deep Dive | March 12, 2024 Databank Members Consumers Report Staying Home for Lunar New Year: China Consumer Survey InsightsWe explore Chinese consumer behavior during the Chinese New year (CNY) national holiday, and the implications for retail of consumers staying home. Our monthly China Consumer Survey Insights series presents an update on Chinese consumers’ shopping behavior, levels of activity and sentiment. Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, 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 March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Insight Report | February 29, 2024 Premium February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity for Retail Sales GrowthThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 23, 2024. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a 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 February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Company Profile | February 24, 2024 Premium Walgreens Boots Alliance (NASDAQ: WBA) Company ProfileWalgreens Boots Alliance is a US-based retailer of health and wellness products, beauty products and pharmaceuticals. Headquartered in Deerfield, Illinois, the company operates stores in Chile, Germany, Ireland, Mexico, the Netherlands, Norway, Thailand, the UK and the US. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur 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 February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Deep Dive | February 19, 2024 Databank Members Consumers’ Appetite for In-Store Shopping Remains Resilient: China Consumer Survey InsightsWe explore the interaction of Chinese consumers’ avoidance of public places and their channel preferences by category, and the implications for retail. Our monthly China Consumer Survey Insights series presents an update on Chinese consumers’ shopping behavior, levels of activity and sentiment. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur 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 February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
