Deep Dive | August 29, 2019 Premium Have Warehouse Clubs Embraced E-Commerce?In this report, we analyze how warehouse clubs have recently sought to compete with online-only retailers and omnichannel rivals. Read More
Company Earnings Update | August 23, 2019 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) 2Q19 Results: Comps in Line But Revenues Miss Consensus Estimates; Margins ImproveBJ’s Wholesale Club reported 1Q19 adjusted EPS of $0.39, up 27.1% and beating the consensus estimate $0.37. Revenues were $3.35 billion, up 1.2% but below the $3.39 billion consensus estimate. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Lowe’s Companies, Inc. (NYSE: LOW) 2Q19 Results: Revenues and Comps Beat Consensus Estimates; Guidance ReaffirmedLowe’s reported 2Q19 adjusted EPS of $2.15, up 3.9% and comfortably beating the $2.00 consensus estimate. Revenues were $20.99 billion, up 0.5% and ahead of the $20.93 billion consensus. Read More
Store Tracker | August 22, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 34: Amazon Expands Brick-and-Mortar ModelIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Home Depot (NYSE: HD) 2Q19 Results: Revenues Marginally Below Consensus Estimates While Comps MissHome Depot reported 2Q19 EPS of $3.17, up 3.7% and beating the consensus estimate of $3.09. Revenues were $30.8 billion, up 1.2% and marginally below the $31.0 billion consensus estimate. Read More
Store Tracker | August 16, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 33: Avenue to Close All StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Store Tracker | August 15, 2019 Premium Reviewing Year-to-Date US Store Closures and OpeningsIn this report, we review year-to-date announced store closures and openings in the US, by sector. Read More
Deep Dive | August 13, 2019 Premium Who Is Winning in US Grocery: Discount Stores or Warehouse Clubs?Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities. Read More
Store Tracker | August 9, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 32: Walgreens to Shutter More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | August 5, 2019 Register for Free Access Wayfair (NYSE: W) 2Q19 Results: Revenues Beat Consensus Estimates, Losses ContinueWayfair reports losses of $181.9 million in 2Q19 (compared to the $100.7 million loss in the year ago quarter) on revenues of $2.34 billion, up 41.6% year over year and above the $2.26 billion consensus estimate. Read More
Store Tracker | August 2, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 31: Tractor Supply Company Opens More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | July 29, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 2Q19 Results: Comps Beat Consensus Estimates, Revenues in Line; Guidance RaisedTractor Supply reported 2Q19 EPS of $1.80, up 6.5% but marginally missing the $1.81 consensus estimate recorded by StreetAccount. Revenues were $2.35 billion, up 6.3% and in line with the consensus estimate. Read More
Store Tracker | July 26, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 30: GNC Set to Close More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Store Tracker | July 18, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre. Read More
Store Tracker | July 11, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 28: Target to Open More Small-Format StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
