Event Coverage | September 21, 2022 Free Report Groceryshop 2022 Day Two: Personalization, Omnichannel, Experimentation and Wellness Emerge as Key ThemesWe present our top insights from the second day of Groceryshop 2022: how retailers are focusing on personalization to capture consumer dollars, as well as creating seamless omnichannel experiences and targeting the increasingly wellness-focused consumer. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Event Coverage | September 20, 2022 Free Report Groceryshop 2022 Day One: Retailers Deliver Convenience to Consumers Through Technology and Tap Social CommerceWe present our top insights from the first day of Groceryshop 2022, how retailers are harnessing technology and data to adapt to consumer demand for convenience, as well as initiatives to improve the shopping experience and tap social commerce. Read More
Insight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others. Read More
Insight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others. Read More
Insight Report | July 4, 2022 Premium 1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory SurgeOur 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 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year. Read More
Deep Dive | June 23, 2022 Free Report Discovering Hidden Treasure in Your Supply Chain DataWe analyze the supply chain challenges that fast-moving consumer goods (FMCG) retailers and suppliers are currently facing and how data sharing and supply chain management solutions can solve these challenges and provide revenue-generating opportunities. This free report is sponsored by NielsenIQ. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 20, 2022 Premium Think Tank: M&A in US Retail—Opportunities to Expand Capacity and Redefine PortfoliosThis Thank Tank explores mergers and acquisitions (M&A) in US retail, covering the key retail sectors experiencing M&A activity and factors impacting M&A, including drivers and headwinds. We present three strategies for retailers to capitalize on growth trends in M&A. Read More
Deep Dive | June 16, 2022 Premium Think Tank: Livestreaming E-Commerce Gains Ground in the USThe live shopping landscape is growing more competitive as consumer adoption increases. In this Think Tank, we explore the livestreaming e-commerce market in the US, including its size, market factors and themes we are watching. Read More
Store Tracker | May 6, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Event Coverage | April 7, 2022 Register for Free Access World Retail Congress 2022 Day Two: Sustainability and Purpose-Driven Companies in the Age of “Metail”We present our top insights from the second day of World Retail Congress 2022 on April 6, covering technology innovations in supply chains, new approaches to sustainability in retail, the need to recognize consumers’ growing power in today’s retail world, and more. Read More
Event Coverage | April 6, 2022 Register for Free Access World Retail Congress 2022 Day One: Macroeconomic Impacts on Retail, Sustainability in Fast Fashion and MoreWe present our top insights from the first day of World Retail Congress 2022 on April 5, covering macroeconomic impacts on retail and sustainability in fast fashion, as well as reflections from retail legend Ron Johnson and more. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More