Market Navigators/Market OutlookMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 19, 2025 Reasons to ReadDespite persistent spending pressures and increased competition from grocery and mass merchandisers, convenience stores remain a crucial retail channel in the US, valued for their accessibility, speed and on-the-go essentials. However, to stay ahead, industry players must adapt to fundamental shifts, including declining tobacco sales, fuel gross margin expansions, evolving foodservice offerings and greater M&A (mergers and acquisitions) activity. In this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Each Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. Data in this research report include: Total sales and year-over-year growth at US convenience stores, 2020–2029E Proprietary survey data on the types of prepared food consumers purchase from convenience stores and what factors influence these purchases Top 10 categories at convenience stores by sales, 2023 and 2024 Private-label penetration rate at convenience stores, 2019–2024 Companies mentioned in this report include: Alimentation Couche-Tard, Casey’s General Stores, DoorDash, Gopuff, Instacart, Love’s Travel Stops, Maverik, Murphy USA, QuikTrip, Seven & i Holdings Other relevant research: US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraResilience Now: Turn Tariff Uncertainty into Opportunity Using AIStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 Outlook
Insight ReportEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 19, 2025 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, across six sectors: apparel and footwear, beauty, department stores, discount stores, specialty apparel and warehouse clubs. Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above. Data in this research report include: US retail sales growth, October 2024–February 2025 Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: American Eagle Outfitters, Costco Wholesale, Dick’s Sporting Goods, Dollar General, Gap Inc., Industria de Diseño Textil (Inditex), Kohl’s, Puma, Ulta Beauty Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%
Event CoverageShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining Operations Coresight Research March 18, 2025 Reasons to ReadThe “Shark Reef” Startup Pitch returns to Shoptalk Spring, where cutting-edge innovators will compete for the Judges’ Choice and Audience Choice awards. We preview the competition in this report, so you can head to the event already in the know! Dive into the competition’s format and judging panel as well as the 12 participating retail-technology providers. From AI (artificial intelligence) to personalization to supply chain optimization, the startups are redefining retail with tech solutions that enhance the customer experience and drive business efficiencies. Coresight Research is a research partner of Shoptalk Spring 2025, an annual conference that explores the latest trends, innovations and challenges in the retail industry. Deborah Weinswig, CEO and Founder of Coresight Research, will emcee the Startup Pitch and serve as the lead judge. Shoptalk Spring 2025 will take place during March 25–27 at the Mandalay Bay resort in Las Vegas, Nevada. This report has been updated since first published to reflect changes to the Startup Pitch lineup. Other relevant research: Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. More on Shoptalk Spring: The Coresight Research Innovator Profile series provides more detail on each innovator set to compete in the Startup Pitch. Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Catch up on insights from previous Shoptalk events and look out for our daily coverage of Shoptalk Spring 2025 here. Meet the Coresight Research team at Shoptalk Spring 2025. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberPutting the “AI” in “Airlines”: Insights from CES 2025
Insight ReportSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal Aditya Kaushik, Analyst March 17, 2025 Reasons to ReadEarlier this month, Walgreens Boots Alliance (WBA) announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm specializing in retail, consumer and distribution-related investments. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal. Data in this research report include: Proprietary survey data on what drugstores and pharmacies US consumers purchase from Revenues of the leading US drugstore and pharmacy chains, 2020–2024 Companies mentioned in this research report include: Amazon, Cigna Group, CVS Health, Kroger, Publix, Rite Aid, Sycamore Partners, UnitedHealth Group, Walgreens Boots Alliance, Walmart Other relevant research: US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused Discover more Coresight Research coverage of the drugstores sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraWeekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
Insight ReportFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 17, 2025 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in February 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), February 2024–February 2025 Year-over-year changes in retail sales by sector, January and February 2025 Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of macroeconomics The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store Plans
Analyst CornerAnalyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 16, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which discusses our latest consumer data on tariff perceptions. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusRetail 2025: US Retail Predictions—Midyear Trends UpdateConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsUS Tariffs: Who Wins, Who Loses and What It Means for the Economy
Insight ReportIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar Festival Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 14, 2025 Reasons to ReadOne of the world’s largest religious gatherings, the 2025 Maha Kumbh Mela (the “festival of the Sacred Pitcher”) was held in India during January 13 to February 26, 2025. Dive into how convenience, technology and sustainability powered the multibillion-dollar event. We discuss how major brands engaged with consumers during Maha Kumbh Mela and the learnings that retail companies could take to capitalize on large-scale events moving forward. Key topics covered in this report include sustainability, AI (artificial intelligence) and technology, payments, quick commerce and more! Data in this research report include: Cumulative footfall to the Triveni Sangam as of selected Maha Kumbh Mela 2025 days Trade estimates for the festival, by sector Government spending on the festival Estimated advertising and marketing spend on the event Companies mentioned in this report include: Amazon, Coca-Cola, Google, ITC, Paytm, PepsiCo, PhonePe (Walmart) Other relevant research: Key Festivals and Holidays for Promotional Campaigns in India in 2025: Calendar Retail 2025: India Retail Predictions Analyst Corner—Speed Shopping: The Quick-Commerce Surge in India Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2025 Tariffs: Impacts on the US Consumer Economy—InfographicUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownSector Focus: E-Commerce Retailers and Marketplaces—Data GraphicShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two Winners
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and More Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 14, 2025 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, US store closures decelerate as openings gain momentum. We highlight recent opening announcements from BJ’s Wholesale Club, Dick’s Sporting Goods and Macy’s, among others. Non-store-closure news includes Dollar Tree appointing a new Chief Financial Officer. In the UK, the total opening and closure counts are climbing only marginally each week. Non-store-closure news this week is the appointment of a new COO by Bensons for Beds. This report presents data up to week 11 of 2025, ended Mach 14, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2025 vs. 2024 Major US and UK store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Bensons for Beds, BJ’s Wholesale Club, Dick’s Sporting Goods, Dollar Tree, Forever 21, Gap Inc., Marks & Spencer, Macy’s, Whole Foods Market Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies
InfographicThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce Latest John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 14, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 11 of 2025. This week, we focus on recent CPG (consumer packaged goods) e-commerce sales performance in the US. This graphic draws on data from the latest report in the monthly US CPG Sales Tracker series, which we produce in partnership with Circana. Dive into the full research report behind these data points: US CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store Growth Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Retail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 3: Retailer FocusUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024
InfographicFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—Infographic Coresight Research March 13, 2025 Reasons to ReadThe new Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are our latest proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months This week, we highlight a negative turn in consumers’ financial outlook. The latest data in this infographic are from our survey conducted on March 3, 2025. Dive into the research behind this infographic: Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, for more insights on the trends we are seeing. Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:High Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresSeasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra
Innovator ProfileInnovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet Passes Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 13, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US. At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Novel, which enables brands to roll out customized mobile wallet passes that are directly integrated with a Shopify storefront. Other relevant research: More research reports on digital commerce and loyalty programs Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Discover more Innovator Profiles and look out for our daily coverage of Shoptalk Spring 2025 here. Meet the Coresight Research team at Shoptalk Spring 2025. This report is available for free and can be accessed by registering for a free account. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonThe New Coresight 100: Leading the Retail Charge in 2025
Innovator ProfileInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI Teammate Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 13, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US. At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present ShopVision, whose AI (artificial intelligence) solution unlocks productivity for digital commerce businesses. Other relevant research: Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution More research reports on e-commerce, retail management and AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Discover more Innovator Profiles and look out for our daily coverage of Shoptalk Spring 2025 here. Meet the Coresight Research team at Shoptalk Spring 2025. This report is available for free and can be accessed by registering for a free account. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Innovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AIThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
Innovator ProfileInnovator Profile: RetailReady—Transforming Retail Compliance with AI and Computer Vision Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 13, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US. At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present RetailReady, whose AI (artificial intelligence) platform helps brands save money by ensuring shipping compliance. Other relevant research: The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences More research reports on supply chain and AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Discover more Innovator Profiles and look out for our daily coverage of Shoptalk Spring 2025 here. Meet the Coresight Research team at Shoptalk Spring 2025. This report is available for free and can be accessed by registering for a free account. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceThe STORE Framework for Driving Innovation in RetailUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
InfographicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 12, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others. Dive into the research report behind this infographic: Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Abercrombie & Fitch, Adidas, Best Buy, BJ’s Wholesale Club, Burlington Stores, Foot Locker, Macy’s, JD.com, Kroger, Prada, Reckitt Benckiser, Ross Stores, Target, Zalando Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsHigher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey Insights
Insight ReportEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 12, 2025 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, across ten sectors: apparel and footwear, consumer electronics, consumer packaged goods, department stores, e-commerce, food and grocery, luxury, mass merchandisers, specialty apparel and wholesale clubs. Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above. Data in this research report include: US retail sales growth, October 2024–January 2025 Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Best Buy, BJ’s Wholesale Club, Burlington Stores, Foot Locker, Macy’s, JD.com, Kroger, Prada, Reckitt Benckiser, Ross Stores, Target, Zalando Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicSector Focus: Luxury Goods—Data Graphicalgolia test post
