Company Profile | January 21, 2023 Premium Big Lots (NYSE: BIG) Company ProfileBig Lots is a retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Columbus, Ohio, the company operates stores in the US. Read More
Company Profile | January 21, 2023 Premium BJ’s Wholesale Club (NYSE: BJ) Company ProfileBJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Company Profile | January 21, 2023 Premium Five Below Inc. (NASDAQ: FIVE) Company ProfileFive Below is a retailer of apparel, general merchandise, and health and beauty products. Headquartered in Philadelphia, Pennsylvania, the company operates stores in the US. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 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. Read More
Company Profile | December 9, 2022 Premium Dollar Tree (NASDAQ: DLTR) Company ProfileDollar 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. Read More
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 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 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others. Read More
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 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 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Deep Dive | November 28, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare Solutions (Drug Store News Summit Access)In 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 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur 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 Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. Read More
Deep Dive | November 17, 2022 Premium Countdown to Holiday 2022: Hottest ToysAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday. Read More
Insight Report | November 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Deep Dive | November 15, 2022 Databank Members 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 Navigators/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