Store Tracker | March 7, 2024 Premium US Store Tracker Extra, February 2024: Tractor Supply Adds 4 Million Square Feet to OpeningsTractor Supply is set to open 4 million square feet of retail space in 2024. Explore the details of its store opening plans and discover other US retailers’ store closure and opening announcements from February 2024, including their square-footage impact. 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 | March 5, 2024 Free Report E-Commerce for the Modern Consumer: Building Trust in a Digital AgeGain a competitive edge in e-commerce! Leveraging proprietary survey analysis, we delve into the friction points that translate to shopper journey abandonment, explore how brands and retailers can cultivate loyalty in the digital age, and discuss the importance of the human touch in online shopping. Dive into our critical insights to learn how to meet the expectations of the modern consumer, enhance shopper engagement and boost customer lifetime value. Read More
Deep Dive | March 5, 2024 Premium Consumer Activity Patterns Show Variability: US Consumer Survey InsightsWe reveal how US consumers’ activity patterns are affecting their spending on retail and services. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Infographic | March 1, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight Macy’s announced department store closures, US retail sales growth and US consumers’ inflation-impacted grocery shopping behaviors. Read More
Store Tracker | March 1, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 9: Macy’s Announces Store Opening and Closure PlansOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Macy’s and Moshulu, among others. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. 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
Deep Dive | February 28, 2024 Premium Combating Inflation—Low-Income and Younger Shoppers Trade Down and Buy Less: US Consumer Survey Insights ExtraWe explore US consumers’ perceptions of price rises and strategies to combat inflation when shopping both grocery and nongrocery categories. Analyzing comprehensive survey data, we dive into trading down and other trends by age, income and more. 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
Deep Dive | February 27, 2024 Premium Dollar Stores and Warehouse Clubs Gain from Valentine’s Day: US Consumer Survey InsightsWe reveal which retailers saw a boost this Valentine’s Day. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Company Profile | February 25, 2024 Premium Compagnie Financière Richemont SA (SWX: CFR) Company ProfileMoncler is a Switzerland-based luxury conglomerate. Headquartered in Bellevue, the company sells products in China, France, Japan, the UK, the US and over 30 other countries. Read our company profile here. 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
Store Tracker | February 23, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 8: Close to Half of Body Shop UK Stores To CloseOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy and The Body Shop UK, among others. Read More
