Royce Baretto, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | January 31, 2023 Premium

Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines

Our 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.

Deep Dive | January 6, 2023 Premium

December 2022 US Housing Market Indicators: Pending, Existing and New Home Sales All Decline as Affordability Gap Widens

We 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.

Deep Dive | December 28, 2022 Premium

E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in Demand

The 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.

Company Profile | December 22, 2022 Premium

Lowe’s Companies, Inc. (NYSE: LOW) Company Profile

Lowe’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.

Company Profile | December 22, 2022 Premium

Best Buy Co., Inc. (NYSE: BBY) Company Profile

Best 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.

Insight Report | December 20, 2022 Premium

Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data Platform

Collecting 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.

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.

Deep Dive | December 5, 2022 Premium

2023 Retail and Technology Outlook: Facing into the Headwinds

Kicking 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.

Deep Dive | December 5, 2022 Premium

November 2022 US Housing Market Indicators: Builders’ Sentiment Falls Amid Further Decline in Home Sales

We 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.

Market Navigators/Market Outlook | November 22, 2022 Premium

Market Outlook: US Furniture and Home Furnishings Sees Rise in Omnichannel and Immersive Retailing

Consumer 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.

Company Profile | November 14, 2022 Premium

The Home Depot Inc. (NYSE: HD) Company Profile

The 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).

Company Profile | November 11, 2022 Premium

RH (NYSE: RH) Company Profile

RH is a US-based retailer of furniture and home products. Headquartered in Corte Madera, California, the company operates stores in Canada and the US.

Deep Dive | November 7, 2022 Premium

Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’s

We 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.

Deep Dive | November 4, 2022 Premium

October 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 Levels

We 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.

Deep Dive | November 1, 2022 Premium

How the US Home and Home-Improvement Market Can Target Millennials

We 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.