Coresight 100

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 | 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.

Infographic | May 26, 2023 Premium

Amazon Apparel US Consumer Survey 2023—Infographic: Understanding Amazon Fashion and Why Consumers Choose It

How popular is Amazon.com among apparel shoppers, and why do they shop Amazon Fashion? This infographic presents highlights from our sixth annual Amazon Apparel US Consumer Survey research report, which explores the preferences and habits of US clothing and footwear shoppers on Amazon.com.

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.

Insight Report | May 16, 2023 Premium

Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate 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 14, 2023, which include Coty, JD.com, Tapestry and more.

Insight Report | May 9, 2023 Premium

Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major US 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 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more.

Deep Dive | May 8, 2023 Premium

Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose It

Our sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon’s offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends.

Insight Report | May 3, 2023 Premium

Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales Improve

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023.

Deep Dive | May 2, 2023 Premium

US Consumer Tracker: A Potential Shift from Services to Retail?

US consumers are not visiting restaurants as frequently as previously, likely due to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data.

Insight Report | April 26, 2023 Premium

Data Dive: What US, European and Australian Retailers Are Saying on Capex

In this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology.

Deep Dive | April 25, 2023 Premium

US Apparel and Footwear Private Label: Consumer Attitudes and Inflation Present Opportunities

Private label can help apparel and footwear retailers increase sales, reduce costs and increase margins. We dive into the state of the US apparel and footwear private-label market, including opportunities, key players and themes we are watching.

Event Coverage | April 11, 2023 Premium

Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five Years

We present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US.

Insight Report | April 11, 2023 Premium

4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors.

Deep Dive | April 3, 2023 Premium

March 2023 US Housing Market Indicators: All Home Sales See a Sudden Monthly Rise

We present insights into the US housing market, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden month-over-month rise in all home sales, driven by existing home sales.

Deep Dive | April 3, 2023 Premium

How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private Label

We examine key current consumer shopping trends in the US grocery market, using data sourced from IRI—examining traffic, basket size and trip frequency, sales channels, price per unit and private label.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We offer analysis of the fourth quarter of 2022 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.