Research

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 | 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 | March 22, 2023 Premium

US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand Fades

We explore how dresswear, smart-casual and occasion-based apparel in the US will fare after a year of strong demand revival. We present category growth projections, insights into market factors, proprietary survey findings on consumer spending, and more.

Deep Dive | February 7, 2023 Premium

Market Outlook: UK Department Stores—Slimmed Down and Shaping Up

We analyze how UK department stores are adapting to reach modern consumers. We analyze the size and growth prospects of the market and detail the competitive landscape and key themes we are watching.

Company Profile | January 21, 2023 Premium

Nordstrom Inc. (NYSE: JWN) Company Profile

Nordstrom is a US-based department store retailer of accessories, beauty products, clothing, footwear and home furnishings. Headquartered in Seattle, the company operates 355 stores in Canada and the US.

Company Profile | January 20, 2023 Premium

Macy’s, Inc. (NYSE: M) Company Profile

Macy’s is a US-based retailer of accessories, apparel, cosmetics, home furnishings and other consumer goods. Headquartered in New York City, the company operates stores across the US (including Puerto Rico and Guam), plus in Dubai and Kuwait under license agreements.

Company Profile | January 20, 2023 Premium

Marks and Spencer (LSE: MKS) Company Profile

Marks and Spencer is a UK-based retailer of apparel, food and home products. Headquartered in London, the company operates stores in the UK and 38 other countries.

Company Profile | January 17, 2023 Premium

Kohl’s Corporation (NYSE: KSS) Company Profile

Kohl’s is a US-based retailer of accessories, apparel, beauty, footwear and home. Headquartered in Menomonee Falls, Wisconsin, the company operates 1,165 stores across the US and an e-commerce site.

Insight Report | January 4, 2023 Premium

3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow

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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter.

Insight Report | December 16, 2022 Premium

November 2022 US Retail Sales: Holiday Growth Slows

November 2022 US retail sales, excluding gasoline and automobiles, grew 5.4% year over year. Using data from the US Census Bureau, we look at how different sectors performed.

Insight Report | December 12, 2022 Premium

3Q22 US Department Store Insights: Retailers Expect Very Promotional Holiday, Similar to 2019

We examine the performance of Kohl’s, Macy’s and Nordstrom in the third quarter of 2022 (3Q22). We analyze total sales, comparable sales, digital sales, product categories and more.

Deep Dive | December 2, 2022 Premium

US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth Opportunity

We analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, a competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles.

Store Tracker | December 1, 2022 Premium

US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail Space

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021.

Insight Report | November 29, 2022 Premium

Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others.

Insight Report | November 28, 2022 Premium

Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and Canada

The Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more.

Insight Report | November 23, 2022 Premium

Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy

On the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy.