Deep Dive | November 8, 2023 Premium Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future GrowthIn this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation 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 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Deep Dive | November 3, 2023 Premium Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic UncertaintyAs part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth. Read More
Deep Dive | October 31, 2023 Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation. Read More
Deep Dive | October 26, 2023 Premium US Subscription E-Commerce: Flexibility and Personalization Can Help Companies Navigate Challenges Amid a Softened MarketThe subscription-box market witnessed a swift upsurge in the few years before 2023; however, it currently faces a complex array of obstacles. We analyze the US subscription e-commerce market for physical goods, covering the market size and segmentation, as well as proprietary consumer survey data. Read More
Insight Report | October 25, 2023 Premium Holiday 2023: Social Media Strategies—Shoppable Posts and Creator-Generated Content Can Drive ConversionWe explore the dynamic landscape of holiday marketing on social media, delving into key strategies and insights for brands and retailers to achieve success during the holiday 2023 season. Read More
Insight Report | October 24, 2023 Premium Flipkart Big Billion Days 2023: Wrap-Up—Value, Technology and Convenience Take the LeadIndia-based online marketplace Flipkart hosted the 10th iteration of its annual flagship shopping event, Big Billion Days (BBD), on October 8–15, 2023. We present key trends and insights from BBD 2023 based on our observations and key insights released by Flipkart via a company statement on October 15, 2023. Read More
Market Outlook | October 18, 2023 Premium Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative ModelsWe present our definitive guide on the US department store sector. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Insight Report | October 16, 2023 Premium Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer CommentaryIn this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more. Read More
Insight Report | October 12, 2023 Premium Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping FestivalSingles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival. Read More
Insight Report | October 2, 2023 Premium Flipkart Big Billion Days 2023: Preview—Positive Consumer Sentiment and a Focus on Immersive ShoppingWe present key insights ahead of India-based online marketplace Flipkart’s annual flagship shopping event, Big Billion Days (BBD), which will take place during October 8–15, 2023. Read More
Insight Report | September 26, 2023 Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 13, 2023 Premium Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion DealKroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations. Read More
Insight Report | September 5, 2023 Premium Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below. Read More