Mass Merchandisers, Discount Stores, Warehouse Clubs

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Insight Report | January 4, 2023 Premium

3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow

Our 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.

Deep Dive | December 20, 2022 Premium

US Grocery Discounters: Price Competition Intensifies

We 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.

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.

Deep Dive | December 13, 2022 Premium

US Consumer Tracker: Cyber Monday Bolsters Amazon’s Competition with Walmart

We 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.

Company Profile | December 9, 2022 Premium

Dollar Tree (NASDAQ: DLTR) Company Profile

Dollar 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.

Deep Dive | December 6, 2022 Premium

US Consumer Tracker: Tempered Thanksgiving Weekend Shopping

We 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.

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 Decline

Our 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.

Deep Dive | November 29, 2022 Premium

US Consumer Tracker: Underwhelming Grocery Traffic in Thanksgiving Build-Up

We 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.

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 Decline

Our 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.

Event Presentation | November 29, 2022 Premium

Capitalizing on the Metaverse Opportunity

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

Deep Dive | November 22, 2022 Premium

US Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer Behavior

We 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.

Deep Dive | November 8, 2022 Premium

US Consumer Tracker: Downturn in Purchases Across the Board

Purchases were down across the board this week. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | November 1, 2022 Premium

US Consumer Tracker: Dollar Stores Surge

We explore dollar stores’ impressive recent performance in grocery. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | October 31, 2022 Premium

Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season

As part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter.