What's Inside

In our quarterly US Retail Inventory Insights reports, 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 the fourth quarter of 2023 (4Q23) and assess why levels may have changed from the year-ago period, across the following sectors: beauty retailers, department stores, discount stores, drugstore retailers, electronics retailers, food and grocery retailers, home and home-improvement retailers, jewelry retailers, luxury retailers, mass merchandisers, specialty retailers and warehouse clubs.

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: Academy Sports and Outdoors, Bath & Body Works, Best Buy, Costco, Dollar General, Dollar Tree, Foot Locker, Home Depot, Kohl’s, Kroger, Macy’s, Nordstrom, Ross Stores, Sprouts Farmers Market, Tapestry, Target, Walgreens Boots Alliance, Walmart

Other relevant research:

• Click here to read the previous report in the series, which looks at 3Q23.