Analyst Corner | April 7, 2024 Register for Free Access Analyst Corner—Drugstore Closures Leave US Consumers High and Dry in Pharmacy Deserts: Navigating the Fallout with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, discusses how drugstore closures are exacerbating the issue of pharmacy deserts in the US. Read More
Insight Report | April 4, 2024 Premium 4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday SeasonIn our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period. Read More
Market Navigators/Market Outlook | April 3, 2024 Premium Market Outlook: US Foodservice—Value Initiatives Take Center Stage Amid Waning Consumer TrafficWe explore the size and trajectory of the US foodservice market and key factors impacting growth. We also cover the performance of online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2024 and beyond. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Analyst Corner | March 31, 2024 Register for Free Access Analyst Corner—Profit Potential for Preloved Products? A View of the US Fashion Resale Market with Sunny ZhengIn this week’s Analyst Corner, Sunny Zheng, Analyst, presents her take on the US fashion resale market, which has evolved from a single-billion-dollar market in 2008 to a $30+ billion market in 2023. Read More
Event Presentation | March 20, 2024 Premium Retail Innovation in China: Insights Presented at Shoptalk 2024What actions can retailers take to win in the China market? Read our insights, presented at Shoptalk 2024, to find out. Discover retail innovation in China, from localization to livestreaming to the customer experience. Read More
Event Presentation | March 19, 2024 Premium Retail Industry Analysis: What Can Retailers Learn from Shein and Temu?What can Western retailers learn from the success of Chinese e-commerce companies Shein and Temu? This presentation delves into the evolution and business strategies of these two giants. Read More
Insight Report | March 14, 2024 Premium February 2024 US Retail Sales: Growth Accelerates—Electronics Stores Rebound; Nonstore Retailers See Strong GrowthIn February 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 14, 2024 Premium Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle TheftContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink. Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Event Presentation | March 8, 2024 Premium Fashionomics: Mapping Consumer Sentiment and Trends—Insights Presented at the AAFA Executive Summit 2024From supply chain logistics to tech-enabled seamless shopping experiences, we paint a global picture of retail today, with a focus on China, India, the Middle East and Africa, and the UK and Europe. Read our full presentation from the American Apparel and Footwear Association (AAFA) Executive Summit. Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
