Company Profile | December 9, 2022 Premium Dollar Tree (NASDAQ: DLTR) Company ProfileDollar Tree is a US-based retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Chesapeake, Virginia, the company operates stores in Canada and the US. Read More
Deep Dive | December 6, 2022 Databank Members US Consumer Tracker: Tempered Thanksgiving Weekend ShoppingWe examine US shopper behavior including the Thanksgiving weekend. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | December 6, 2022 Premium Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others. Read More
Deep Dive | November 29, 2022 Premium Livestreaming in Western Markets: A PrimerOur new Livestreaming in the West report series delves into key trends in livestreaming e-commerce across four key retail verticals: apparel, beauty, CPG and home/electronics. As a primer to our new series, we discuss the current state of livestream shopping in the West, leveraging data from recent Coresight Research surveys of consumers and retail companies. Read More
Deep Dive | November 29, 2022 Databank Members US Consumer Tracker: Underwhelming Grocery Traffic in Thanksgiving Build-UpWe examine US shopper behavior ahead of Thanksgiving. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Insight Report | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy. Read More
Deep Dive | November 23, 2022 Premium US CBD Survey 2022: Consumers Want More CBD Products from Trusted Retailers and BrandsWe analyze proprietary survey data on the US CBD consumer, showing that consumers are seeking more products from trusted brands and retailers. We report their average spending, reasons and methods for consumption and where consumers purchase CBD. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. Read More
Deep Dive | November 22, 2022 Databank Members US Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer BehaviorWe analyze inflation’s impact on US consumer behavior. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | November 21, 2022 Free Report Retail Merchandising: Unveiling Hidden Gaps and InefficienciesWe discuss five key merchandising challenges for retailers—leveraging proprietary survey findings—and present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments. This free report is sponsored by One Door. Read More
Insight Report | November 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Deep Dive | November 14, 2022 Premium E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in GrowthAlthough grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Read More
