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
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees 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 February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
Insight Report | January 29, 2024 Premium January 2024 Leading Indicators of US Retail Sales: Higher Inflation Hints at Weakened Retail Sales To Start the YearThe 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 January 24, 2024. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), 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 3Q23 and assess why levels may have changed from the year-ago period. Read More
Insight Report | December 28, 2023 Premium December 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | December 27, 2023 Premium December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024The 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 December 22, 2023. Read More
Insight Report | December 26, 2023 Premium November 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost SalesIn November 2023, UK retail sales (excluding automotive fuel) grew 5.6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Deep Dive | December 14, 2023 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. Read More
Insight Report | December 7, 2023 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. Read More
Insight Report | November 29, 2023 Premium November 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth for the New YearThe 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 November 22, 2023. Read More
Insight Report | November 29, 2023 Premium November 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of November 27, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | November 28, 2023 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. Read More
Insight Report | November 21, 2023 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. Read More
Insight Report | October 20, 2023 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. Read More
Company Profile | February 13, 2023 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
