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Deep Dive | September 21, 2023 Premium

2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates

Coresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | September 20, 2023 Premium

US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See Bankruptcies

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko.

Insight Report | September 13, 2023 Premium

Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion Deal

Kroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations.

Insight Report | September 5, 2023 Premium

Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below.

Deep Dive | August 30, 2023 Premium

Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Insight Report | August 17, 2023 Premium

Aldi To Acquire Winn-Dixie and Harveys Supermarket Banners for Major Southeastern US Expansion

We discuss the details of Aldi’s acquisition of Winn-Dixie and Harveys Supermarket stores from Southeast Grocers and explore its implications for the US grocery retail sector.

Insight Report | August 16, 2023 Premium

US and UK Retail Bankruptcies Latest, August 2023: Wilko Administration Bucks UK Discount Growth Trend

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wilko and CPI Luxury Group.

Insight Report | August 15, 2023 Premium

Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.

Insight Report | August 11, 2023 Premium

Tapestry’s Acquisition of Capri Holdings Paves the Way for an American Luxury Powerhouse

We explore the details and implications of Tapestry’s acquisition of Capri Holdings, announced on August 10, 2023.

Insight Report | August 8, 2023 Premium

Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.

Insight Report | August 1, 2023 Premium

Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor.

Insight Report | July 24, 2023 Premium

M&A in US Food and Beverage CPG: Three Key Themes—Category Expansion, Brand Focus and Evolving Consumer Needs

We explore three key themes behind the recent wave of M&A (mergers and acquisitions) in the US food and beverage sector—namely, category expansion, increased category focus, and evolving consumer needs and expectations.

Insight Report | July 19, 2023 Premium

US and UK Retail Bankruptcies Latest, July 2023

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Lunya, Rockport and Tuesday Morning.

Insight Report | July 17, 2023 Premium

Carrefour To Acquire Cora and Match Banners in $1.2 Billion Deal

Louis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.