Deep Dive | November 15, 2022 Premium US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of HolidayWe assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Market Outlook | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare SolutionsIn this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Insight Report | November 1, 2022 Premium Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce BackOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others. Read More
Insight Report | October 4, 2022 Premium US Consumer Tracker: Avoidance Steadies as Fall BeginsAs fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year. Read More
Insight Report | October 3, 2022 Premium September 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based 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 20, 2022 Premium August 2022 China Retail Sales: Total Sales Pick Up; Most Sectors Report Positive GrowthWe review the latest data for retail sales in China showing that in August 2022, year-over-year sales grew 5.1%. Our report analyzes retail sales in total and by sector. Read More
Company Profile | September 12, 2022 Premium Salesforce, Inc. (NYSE: CRM) Company ProfileSalesforce is a US-based application software company that provides customer relationship management technology, bringing companies and customers together worldwide. Headquartered in San Francisco, California, the company operates and sells its products and services worldwide. Read More
Company Profile | September 12, 2022 Premium Oracle Corporation (NasdaqGS: ORCL) Company ProfileOracle Corporation is US-based systems software company that offers products and services for enterprise information technology environments. Headquartered in Santa Austin, Texas, the company operates in 62 countries. Read More
Company Profile | September 6, 2022 Premium SAP SE (XTRA: SAP) Company ProfileSAP is Germany-based application software company which together with its subsidiaries, operates as an enterprise application software company worldwide. Headquartered in Walldorf, Germany, the company operates and sells its products and services worldwide. Read More
Company Profile | September 5, 2022 Premium Shopify Inc. (NYSE: SHOP) Company ProfileShopify is a Canada-based e-commerce company which provides a commerce platform and services in Canada, the US, Europe, the Middle East, Africa, the Asia Pacific and Latin America. Headquartered in Ottawa, Canada, the company operates and sells its products and services worldwide. Read More
Insight Report | September 5, 2022 Premium Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Best Buy, Big Lots, Five Below and Lululemon Athletics, among others. Read More
Company Profile | September 2, 2022 Premium QUALCOMM Incorporated (NasdaqGS: QCOM) Company ProfileQUALCOMM Incorporated is US-based semiconductors company which engages in the development and commercialization of foundational technologies for the wireless industry worldwide. Headquartered in San Diego, California, the company operates in China, Ireland, South Korea and the US among other countries and sells its products and services globally. Read More
