Insight Report | January 31, 2023 Premium Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week includes highlights from Albertsons Companies, Kimberly-Clark Corporation and Levi Strauss & Co, among others. Read More
Deep Dive | January 6, 2023 Premium December 2022 US Housing Market Indicators: Pending, Existing and New Home Sales All Decline as Affordability Gap WidensWe examine 10 indicators to assess the health of the US housing market in our monthly report. The most recent data show that affordability and home sales continue to drop. Read More
Deep Dive | December 28, 2022 Premium E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in DemandThe e-commerce market for US furniture and home furnishings decelerated in 2022. We analyze the market size, factors, competitive landscape, themes we are watching and innovators. Read More
Company Profile | December 22, 2022 Premium Lowe’s Companies, Inc. (NYSE: LOW) Company ProfileLowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US. Read More
Company Profile | December 22, 2022 Premium Best Buy Co., Inc. (NYSE: BBY) Company ProfileBest Buy is a US-based retailer of appliances, consumer electronics, entertainment software, home-office products and related services. Headquartered in Richfield, Minnesota, the company operates stores in the US and Canada. Read More
Insight Report | December 20, 2022 Premium Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data PlatformCollecting and deploying customer data is a challenge for all retailers. We analyze how a customer data platform (CDP) can make these processes more effective, especially in the home and home-improvement sector. Read More
Event Coverage | December 13, 2022 Premium Lowe’s Analyst and Investor Conference 2022: Retailer Looks To Accelerate Market Share Through Its Total Home Strategy We present key insights from Lowe’s Analyst and Investor Conference on December 7, 2022, covering its Total Home strategy and the company’s plans for a single-source unified omnichannel network. Read More
Deep Dive | December 5, 2022 Premium 2023 Retail and Technology Outlook: Facing into the HeadwindsKicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Read More
Deep Dive | December 5, 2022 Premium November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home SalesWe examine ten indicators to assess the health of the US housing market in our monthly report. The most recent data show that home sales continue to decline. Read More
Market Outlook | November 22, 2022 Premium Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive RetailingConsumer demand in the US furniture and home-furnishings retail market is facing headwinds due to lower consumer disposable income. Our Market Outlook surveys the market size, online market, driving factors, competitive landscape, themes we are watching and innovators. Read More
Company Profile | November 14, 2022 Premium The Home Depot Inc. (NYSE: HD) Company ProfileThe Home Depot is a US-based retailer of building materials, décor, home-improvement, and lawn and garden. Headquartered in Atlanta, Georgia, the company operates stores in Canada, Mexico and the US (including Guam, Puerto Rico and the US Virgin Islands). Read More
Company Profile | November 11, 2022 Premium RH (NYSE: RH) Company ProfileRH is a US-based retailer of furniture and home products. Headquartered in Corte Madera, California, the company operates stores in Canada and the US. Read More
Deep Dive | November 7, 2022 Premium Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’sWe analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities. Read More
Deep Dive | November 4, 2022 Premium October 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 LevelsWe examine nine indicators to assess the health of the US housing market in our monthly report. The most recent data show that all home sales have declined. Read More
Deep Dive | November 1, 2022 Premium How the US Home and Home-Improvement Market Can Target MillennialsWe analyze the preferences and trends of US millennials, the country’s largest demographic, in home and home-improvement, providing retailers with insights into how to attract this group. Millennials are important to the market as they have the highest rates of homebuying activities. Read More
