Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur 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. Read More
Deep Dive | March 22, 2023 Premium US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand FadesWe 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. Read More
Deep Dive | February 7, 2023 Premium Market Outlook: UK Department Stores—Slimmed Down and Shaping UpWe 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. Read More
Company Profile | January 21, 2023 Premium Nordstrom Inc. (NYSE: JWN) Company ProfileNordstrom 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. Read More
Company Profile | January 20, 2023 Premium Macy’s, Inc. (NYSE: M) Company ProfileMacy’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. Read More
Company Profile | January 20, 2023 Premium Marks and Spencer (LSE: MKS) Company ProfileMarks 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. Read More
Company Profile | January 17, 2023 Premium Kohl’s Corporation (NYSE: KSS) Company ProfileKohl’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. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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. Read More
Insight Report | December 16, 2022 Premium November 2022 US Retail Sales: Holiday Growth SlowsNovember 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. Read More
Insight Report | December 12, 2022 Premium 3Q22 US Department Store Insights: Retailers Expect Very Promotional Holiday, Similar to 2019We 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. Read More
Deep Dive | December 2, 2022 Premium US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth OpportunityWe 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. Read More
Store Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe 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. Read More
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 DeclineOur 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. Read More
Insight Report | November 28, 2022 Premium Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and CanadaThe 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. Read More
Insight Report | November 23, 2022 Premium Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To NormalcyOn 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. Read More