Reasons to Read

Our quarterly US Retail Inventory Insights series analyzes retail inventory data.

In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions:

• How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption?
• What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts?
• What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers?

We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel, and warehouse clubs.

The companies featured in this series are among those listed in the Coresight 100.

Data in this report include:

• Inventory turnover ratios by quarter (for the latest quarter and the prior eight quarters)
• Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter

Companies mentioned in this report include: American Eagle Outfitters, Aritzia, Bath & Body Works, Costco, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart

Other relevant research:

• Read the previous report in the series, which looks at 4Q24.
• Discover more research reports on retail management and supply chain