What's Inside

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. This quarter, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors.

Data in this report are:

• Quarterly inventory data from companies, including inventory turnover rates by quarter, category and retailer, from 4Q20 through 4Q22

Companies mentioned in this report include: BJ’s Wholesale Club, Dollar General, Kohl’s, Ulta Beauty and Walgreens Boots Alliance

Other relevant research: 

• 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow
• 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly
• 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak
• The Coresight 100 List