Company Profile | June 10, 2024 Premium Marks and Spencer (LSE: MKS) Company ProfileMarks and Spencer is a UK-based retailer of apparel, food and home products. Headquartered in London, the company operates stores in the UK and 38 other countries. Read More
Insight Report | May 28, 2024 Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters. 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
Insight Report | December 21, 2023 Premium Macy’s $5.8 Billion Buyout Bid: A Symphony of Risk and OpportunityTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Read More
Market Outlook | December 7, 2023 Premium US Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative ModelsDiscover the prospects for department store retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | November 21, 2023 Premium Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’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 November 19, 2023, including Alibaba, Macy’s, Target and Walmart. Read More
Insight Report | November 14, 2023 Premium Holiday 2023: Hottest Toys—Here’s What Shoppers Are Set To Buy This SeasonAs part of our holiday 2023 coverage, we discuss the hottest toys for the 2023 holiday season in the US. We discuss these retailers’ initiatives to drive toy sales and outline four key trends that we expect to influence toy gifting in the US during the 2023 holiday season. Read More
Market Outlook | October 18, 2023 Premium Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative ModelsWe present our definitive guide on the US department store sector. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Market Outlook | October 11, 2023 Premium Research Preview: Market Navigator—US Department StoresThis Research Preview provides an early look at our forthcoming Market Navigator on US department stores. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | September 7, 2023 Premium BEST at Retail: Experiences—Consumer Centricity Boosts EngagementIn our BEST at Retail series, Coresight Research examines how brands employ the elements of the BEST framework in their online and offline stores. In this second report, we offer strategies that companies can adopt to create engaging in-store experiences and glean insights from recent store visits. Read More
Market Outlook | July 18, 2023 Premium Market Outlook: Department Stores in China—Consumer Shift Toward E-Commerce Squeezes SalesWe dive into the Chinese department stores sector—covering its size and competitive landscape, as well as factors and themes impacting its growth—to offer insights that can help relevant department stores, brands and retailers. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Read More
Deep Dive | March 22, 2023 Premium US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand FadesWe explore how dresswear, smart-casual and occasion-based apparel in the US will fare after a year of strong demand revival. We present category growth projections, insights into market factors, proprietary survey findings on consumer spending, and more. Read More
Deep Dive | February 7, 2023 Premium Market Outlook: UK Department Stores—Slimmed Down and Shaping UpWe analyze how UK department stores are adapting to reach modern consumers. We analyze the size and growth prospects of the market and detail the competitive landscape and key themes we are watching. Read More
Company Profile | January 21, 2023 Premium Nordstrom Inc. (NYSE: JWN) Company ProfileNordstrom is a US-based department store retailer of accessories, beauty products, clothing, footwear and home furnishings. Headquartered in Seattle, the company operates 355 stores in Canada and the US. Read More
