April 30, 2024 Insight Report Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others.
April 22, 2024 Insight Report Premium April 2024 US Retail Sales Outlook: Projecting Low-Single-Digit Growth Amid Growing Disposable IncomeThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of April 19, 2024.
April 21, 2024 Analyst Corner Register for Free Access Analyst Corner—AgeTech: Revolutionizing Aging in the US with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses AgeTech—technology aimed at improving the lives of older adults—a key trend in the modern US healthcare industry.
April 16, 2024 Deep Dive Databank Members Economic and Financial Sentiment Hit Six-Month High: China Consumer Survey InsightsWe assess Chinese consumers’ shifting 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.
April 11, 2024 Market Navigators/Market Outlook 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.
April 9, 2024 Deep Dive 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.
April 4, 2024 Insight Report 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.
April 3, 2024 Market Navigators/Market Outlook 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.
March 28, 2024 Insight Report 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.
March 13, 2024 Insight Report 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.
March 12, 2024 Deep Dive 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.
March 6, 2024 Insight Report 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.
February 29, 2024 Insight Report 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.
February 27, 2024 Insight Report 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.
February 20, 2024 Insight Report 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.
