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Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.

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Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.

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US Consumer Tracker Extra: Inflation Reactions and Grocery Trends

With high inflation in US grocery, we examine shoppers’ perceptions of price rises and how they are changing their behavior as a result, with breakdowns by income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.

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4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

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