Insight Report | December 17, 2020 Premium The US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and RetailersThe stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape. Read More
Insight Report | October 19, 2020 Premium September 2020 US Retail Sales: Total Sales Jump 12%; Declines Ease in Apparel While Several Nonfood Sectors SurgeAmid still difficult circumstances, US retail sales saw an extraordinary year-over-year jump in September, fueled by strong growth in several sectors. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in September 2020. Read More
Insight Report | July 2, 2020 Premium 1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns HitIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis. Read More
Insight Report | October 4, 2019 Premium 30 Global Retail Cities: São PauloSão Paulo Fashion Week is a semi-annual event that acts as a platform to promote Brazil’s creative fashion culture. Read More
Insight Report | August 8, 2019 Premium US Back-to-School 2019: Digital TrendsThis is the second report in our US Back-to-School series for 2019. Here, we assess the digital trends that we expect to see this shopping season. Read More
Market Outlook | June 6, 2019 Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 1Q19 Results: Beats Consensus on Revenues and Maintains GuidanceWilliams-Sonoma reported 1Q19 revenues of $1.24 billion, up 3.2% year over year and slightly above the $1.21 billion consensus estimate. Operating income was $74 million, an increase of 11.4% from $67 million in the year-ago quarter. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Costco Wholesale (NASDAQ: COST) 3Q19 Results: Beats Consensus on Revenues and EPSCostco Wholesale reported 3Q19 revenues of $34.74 billion, up 7.4% year over year and slightly above the $34.71 billion consensus estimate. Net income was $906 million, an increase of 20.8% over the year-ago quarter’s $750 million. Read More
Company Earnings Update | May 24, 2019 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) 1Q19 Results: Beats Consensus on Revenues, Maintains GuidanceBJ’s Wholesale Club reported 1Q19 adjusted EPS of $0.26, up 63.8% and beating the consensus estimate $0.25. Revenues were $3.14 billion, up 2.7% and ahead of the $3.05 billion consensus estimate. Read More
Company Earnings Update | May 24, 2019 Register for Free Access Home Depot (NYSE: HD) 1Q19 Results: Beats Consensus on Revenues and EPS, Guidance in LineHome Depot reported 1Q19 adjusted EPS of $2.28, up 9.4% and beating the consensus estimate of $2.20. Revenues were $26.38 billion, up 5.7% and marginally ahead of the $26.35 billion consensus estimate. Read More
Company Earnings Update | May 6, 2019 Register for Free Access Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses DeepenWayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate. Read More
