Anand Kumar, Associate Director of Retail Research

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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 Declines

Our 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.

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 Decline

Our 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.

Insight Report | November 28, 2023 Premium

Data Dive: Shein in Numbers as It Files for a US IPO

On November 27, 2023, Shein was reported to have confidentially filed for a US initial public offering (IPO). We discuss data points from prior Coresight Research reports to help readers understand the scale of Shein in fast fashion.

Insight Report | November 28, 2023 Premium

Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline

Our 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 November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom.

Analyst Corner | September 10, 2023

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Weinswig’s Weekly: Navigating the Challenging US Retail Landscape

This week’s note, “From the Desk of Deborah Weinswig,” discusses the challenging state of the current US retail landscape.

Insight Report | September 7, 2023 Premium

BEST at Retail: Experiences—Consumer Centricity Boosts Engagement

In our BEST at Retail series, Coresight Research examines how brands employ the elements of the BEST framework in their online and offline stores. In this second report, we offer strategies that companies can adopt to create engaging in-store experiences and glean insights from recent store visits.

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 Decline

Our 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.

Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our 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 August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Deep Dive | June 22, 2023 Premium

1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand

Coresight Research offers analysis of the first 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.

Deep Dive | June 14, 2023 Premium

US Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To Grow

We examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond.

Insight Report | June 6, 2023 Premium

Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below.

Insight Report | May 31, 2023 Premium

Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others.

Insight Report | May 25, 2023 Premium

Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023

We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management.

Insight Report | May 24, 2023 Premium

Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow Growth

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 21, 2023, which include Alibaba, Bath & Body Works and Home Depot.

Analyst Corner | May 14, 2023

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Weinswig’s Weekly: Understanding Amazon Fashion—Key Insights from Our Annual US Consumer Survey

This week’s note, “From the Desk of Deborah Weinswig,” discusses key trends in clothing and footwear shopping on Amazon, highlighting findings from the sixth annual survey of US consumers conducted by Coresight Research.