Deep Dive | May 15, 2023 Premium April 2023 US Housing Market Indicators: All Home Sales See Year-Over-Year DeclinesWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show year-over-year declines in home sales, with pending homes taking the most significant blow. Read More
Analyst Corner | May 7, 2023 Register for Free Access Weinswig’s Weekly: How US Shoppers Choose a Home-Goods RetailerIn the wake of Bed Bath & Beyond filing for bankruptcy protection, this week’s note, “From the Desk of Deborah Weinswig,” reviews new data on US shopper preferences when selecting a home or home-improvement retailer. Read More
Deep Dive | April 28, 2023 Premium Home and Home-Improvement Retail: Key Factors Influencing US ShoppersUsing proprietary survey data, we analyze the top five factors customers consider when choosing a specialist retailer in the US home and home-improvement sector. We also explore examples of specialist retailers meeting these factors, showcasing what retailers can do to meet customer expectations and preferences. Read More
Insight Report | April 28, 2023 Premium Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy. 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 | April 3, 2023 Premium March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly RiseWe present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales. Read More
Deep Dive | March 2, 2023 Premium E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online OfferingsWe explore the US home-improvement sector’s recent online performance, as well as future e-commerce prospects and the online strategies of many major players and innovators, including Floor & Decor, Home Depot and Lowe’s. Read More
Deep Dive | January 30, 2023 Premium America’s Biggest Furniture and Home-Furnishings Retailers: Assessing Performance and StrategyWe analyze America’s biggest furniture and home-furnishings retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Wayfair, Bed Bath & Beyond, IKEA, TJX, Williams-Sonoma, Ashley Homestore, RH, Rooms to Go, La-Z-Boy and Sleep Number. Read More
Company Profile | January 27, 2023 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US. Read More
Company Profile | January 27, 2023 Premium Dollar General Corporation (NYSE: DG) Company ProfileDollar General is a retailer of apparel, food and beverages, general merchandise, and health and beauty products. Headquartered in Goodlettsville, Tennessee, the company operates stores in the US. Read More
Deep Dive | January 6, 2023 Premium December 2022 US Housing Market Indicators: Pending, Existing and New Home Sales All Decline as Affordability Gap WidensWe examine 10 indicators to assess the health of the US housing market in our monthly report. The most recent data show that affordability and home sales continue to drop. Read More
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 | December 28, 2022 Premium E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in DemandThe e-commerce market for US furniture and home furnishings decelerated in 2022. We analyze the market size, factors, competitive landscape, themes we are watching and innovators. Read More
Company Profile | December 22, 2022 Premium Lowe’s Companies, Inc. (NYSE: LOW) Company ProfileLowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US. Read More
Insight Report | December 20, 2022 Premium November 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic DeclinesIn our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. November 2022’s data shows traffic declined by 0.9% year over year. Read More