Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Deep Dive | January 3, 2023 Premium US Consumer Tracker: Shoppers Weigh Holiday Needs Against Health and Weather ConcernsWe examine US shopper behavior ahead of and over the holiday season. 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
Deep Dive | December 20, 2022 Premium Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market GrowthIn this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior. Read More
Deep Dive | December 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Read More
Deep Dive | December 20, 2022 Premium US Consumer Tracker: Shoppers Turn to Stores We examine US shopper behavior as the holiday approaches. 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 15, 2022 Premium Digitally Native Vertical Brands in the US Food, Beverage and Food Supplement Market: Opportunities in Hybrid ModelsDigitally native vertical brands (DNVBs) are a small but growing presence in the US food, beverage and food supplement market. We discuss the category size, key trends that are driving sector growth and the major headwinds. Read More
Deep Dive | December 13, 2022 Premium US Consumer Tracker: Cyber Monday Bolsters Amazon’s Competition with WalmartWe examine US shopper behavior over Black Friday and Cyber Monday, and look ahead to the holiday period. 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
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
Company Profile | December 8, 2022 Premium Weis Markets (NYSE: WMK) Company ProfileWeis Markets is a US-based retailer of grocery, floral, deli products, alcohol, fuel, general merchandise and pharmacy services. Headquartered in Pennsylvania, US, the company operates 197 stores. Read More
Deep Dive | December 6, 2022 Premium 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 Premium 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
