Company Earnings Update | October 3, 2019 Register for Free Access Tesco (LSE: TSCO) 1H20 Results: Dave Lewis To Step Down in 2020Tesco reported 1H20 results and announced that CEO Dave Lewis will leave the business in summer 2020. He will be succeeded by Ken Murphy, formerly of Walgreens Boots Alliance. Read More
Deep Dive | October 2, 2019 Premium 2Q19 US Earnings Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Insight Report | September 30, 2019 Premium August 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | September 30, 2019 Premium Tesco: A Timeline of Key EventsFrom 2017 to 2019, we saw Tesco divesting non-core assets and closing down unprofitable stores, as well as continuing with sustainability and digital transformation efforts. Read More
Store Tracker | September 27, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 39: Madison Reed To Expand to Hundreds of LocationsIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | September 26, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) 2Q20 Trading Update: Closing Stores as 1H20 Profits Set to DipIn 2Q20, Sainsbury’s reported a sequential improvement in sales growth. The company sees an opportunity to cut costs by £500 million over five years. Read More
Store Tracker | September 20, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 38: Casey’s to Open More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Insight Report | September 19, 2019 Premium Supply Chain Briefing: Automated Micro Fulfillment CentersRetailers face challenges with steadily rising consumer expectations around online convenience, rapid delivery and cross channel integration. Micro fulfillment centers offer a cost-effective solution to reach more customers faster and more reliably. Read More
Deep Dive | September 19, 2019 Premium Buy Online, Return In Store: Assessing Strategies and Drivers of AdoptionIn this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing. Read More
Event Coverage | September 19, 2019 Register for Free Access Groceryshop 2019: Day 4 Insights – CBD Continues to GrowThe Coresight Research team has been in Las Vegas this week, attending and participating in the Groceryshop 2019 conference, which ran September 15-18. In this report, we share our insights from the fourth and final day of the conference. Read More
Event Coverage | September 18, 2019 Register for Free Access Groceryshop 2019: Day 3 Insights – Algorithms and Data Steal the ShowThe proliferation of technology has given companies the ability to collect massive amounts of information, but the volume is so huge that interpreting is a challenge. Executives and leaders need solid data analytics teams to better turn the waves of big data coming at them into actionable insights. Read More
Event Coverage | September 17, 2019 Register for Free Access Groceryshop 2019: Day 2 Insights – Artificial Intelligence, Personalization and Growth ChannelsThe Coresight Research team is in Las Vegas this week attending and participating in the Groceryshop 2019 conference, which runs September 15-18. In this report, we share our insights from the second day of the conference. Read More
Insight Report | September 16, 2019 Premium Introducing the SCORE Framework for Artificial Intelligence in Grocery RetailWith this report, we introduce Coresight Research’s SCORE framework for AI in grocery retailing. This framework segments use cases into five critical areas. Read More
Insight Report | September 16, 2019 Premium August 2019 US Retail Sales: A Solid Month with Clothing Stores Returning to GrowthTotal US retail sales excluding gasoline and automobiles increased 4.7% year over year in August, versus the 5.6% year-over-year rise in July. Read More
Company Earnings Update | September 13, 2019 Register for Free Access Morrisons (LSE: MRW) 1H20 Results: Sharp Downturn in Retail CompsMorrisons 1H20 comparable sales were up 0.2% year over year: Retail contributed (1.1)% to group comps while wholesale contributed 1.3%. Read More