Insight ReportEarnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside Earnings Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 13, 2024 Reasons to ReadOur 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 2024 earnings. This week, there are highlights from companies that reported in the week ended November 10, 2024, across six sectors: apparel and footwear, beauty, drugstores, e-commerce, home and home improvement, and luxury. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Amazon, Coty, CVS Health, Hanesbrands, Qurate Retail, Ralph Lauren, Tapestry, Under Armour, Wayfair 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. The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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 Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores
Deep DiveHoliday 2024—Food Finds Favor for Festive Spending: US Consumer Survey Insights Aditya Kaushik, Analyst November 12, 2024 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying? Track US consumers’ shopping behavior through the holiday season in this report series. The latest data in this report are from our survey conducted on November 4, 2024. Data in this research report are our latest proprietary survey findings on: Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days Popular retailers and product categories among holiday shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Amazon, Dollar Tree/Family Dollar, Publix, Target, Walmart Other relevant research: Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:Retail 2025: China Retail PredictionsAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
Market Navigators/Market OutlookMarket Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Anand Kumar, Associate Director of Retail Research November 12, 2024 Reasons to ReadEach Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries. In this Market Navigator, Coresight Research explores the US retail and e-commerce market as a whole. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head into 2025, and explore the competitive landscape. You’ll discover comprehensive survey data on consumer behavior and preferences. We also discuss critical themes in the market, aligning with our RESET framework. Key topics covered in this report include the Ozempic economy, the future of physical stores, retail consolidation across the industry, sustainability, and the power of AI (artificial intelligence) and GenAI (generative AI). Included with this Market Navigator: Grab quick access to charts, data points and conclusions in the presentation download Access the data behind key charts and tables in the Excel download Data in this research report include: Total and online market sizes and year-over-year growth rates for the US retail market, 2019–2028E US consumer spending on major discretionary categories, broken down by retail goods and services, 2000–2023 US retail sales, online and total, broken down by sector, 2019–2023 US revenues for leading offline and online retailers and operating margins, 2019–2023 Proprietary survey data on how consumers have been changing their shopping habits in response to inflation; the importance of sustainability; and where they are shopping for food and nonfood products, among other topics Companies mentioned in this report include: Albertsons, Amazon, Burlington Stores, CVS Health, Dollar General, Dollar Tree, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Sprouts Farmers Market, Target, The Home Depot, The TJX Companies, Urban Outfitters, Walmart Other relevant research: The Research Preview for this report Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online Landscape 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. Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. More reports in the Coresight Research Market Navigator (and Market Outlook) series 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:Retail-Tech Landscape: Unified CommerceRetail 2025: 10 Trends Shaping the Retail Media MarketEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic
Deep DiveFurther Stimulus Measures—Are They Moving the Needle on Sentiment?: China Consumer Survey Insights Madhav Pitaliya, Analyst November 11, 2024 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on October 28, 2024. We focus on whether recent key events in China—such as economic stimulus measures by the government—have driven changes in consumers’ outlook. Data in this research report are: Consumers’ expectations for economic conditions and personal finances in the next 12 months Activities that consumers have done in the past two weeks What products consumers have bought in-store and online in the last two weeks Other relevant research: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Retail 2024: 10 Trends in China Retail Key Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar More research reports on China retail Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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:Personal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicUS CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores
InfographicHoliday Survey Bites: US Consumers on Porch Piracy, Preferred Delivery Options and Fulfillment Expectations John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 11, 2024 Reasons to ReadOur Holiday Bites series for 2024 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand, and trends in shopper behavior during the holidays. In this graphic, we spotlight US consumers’ attitudes to last-mile delivery this holiday season, including their concern about porch piracy and their preferences for fast versus reliable delivery. Methodology: The data in this graphic are informed by an online survey of 1,614 US consumers aged 18+, conducted by Coresight Research in October 2024. At a total level, the results have a margin of error of +/- 2%, at a 95% confidence level. Other relevant research: Holiday 2024: The Last Mile—Trends and Challenges as We Enter the Holiday Shopping Season View all Coresight Research coverage of US holiday retail, including more Holiday Survey Bites graphics. Click here to access our US Holiday Retail 2024 Databank. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:Innovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This YearWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar
Deep DiveAI for Merchandising: Applications, Implementation and Benefits Abound Vijay Doijad, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services November 11, 2024 Reasons to ReadA unified view of operations and data is essential for the effective planning and execution of merchandising strategies. By leveraging artificial intelligence (AI), retailers can realize this unified view, enhancing their forecasting accuracy, enabling hyper-localization, delivering superior customer experiences and, ultimately, boosting profitability. In this research report, we dive into the transformative impact of AI on merchandising within the retail industry. Gain actionable insights on the key steps required to successfully integrate AI, and understand the technology’s significant benefits. This report is made available to non-subscribers of Coresight Research through its sponsorship by Board. Data in this research report include proprietary survey findings on: Percentage of gross sales lost to store inefficiencies across store-related business functions Extent of challenges that retailers face across store-related business functions Levels of investment in automated inventory tracking systems Other relevant research: Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward AI and Unified Data: Empowering Next-Generation Product and Shopper Intelligence—a free research report The Coresight Research AI Risk-Mitigation Framework More Coresight Research coverage of retail management Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic
Analyst CornerAnalyst Corner: AliExpress Fights for Share of Cross-Border E-Commerce with New Singles’ Day Push—with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 10, 2024 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, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses moves by China’s AliExpress cross-border e-commerce platform (owned by Alibaba Group) to penetrate Western markets, including through its Singles’ Day promotions. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Companies mentioned in this report include: AliExpress (Alibaba Group), Amazon, Shein, Temu Other relevant research: Look out for upcoming coverage of the Singles’ Day 2024 shopping festival More research reports on e-commerce and China retail Read previous Analyst Corner reports, including last week’s report, which offered data-driven insights on whether online marketplace Temu has played a role in the recent underperformance of dollar stores in the US. 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 34: US Retail Sales OutlookDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value
Event PresentationAI’s CORE Revolution—Transforming Business Models and Customer Experience: Insights Presented at YPO Global Business Summit 2024 Deborah Weinswig, CEO and Founder November 8, 2024 Reasons to ReadOn November 8, 2024, Deborah Weinswig, CEO and Founder of Coresight Research, presented on the AI (artificial intelligence) revolution in retail at the YPO Global Business Summit 2024. A variation of this presentation was also used during Weinswig’s keynote on AI-driven retail at an Executive-in-Residence Lecture hosted by the University of North Texas on November 13, 2024. Dive into our full presentation to discover the transformative impacts of AI (and generative AI) on the future of retail, covering retail media, retail as a service, digital asset management, demand forecasting, the customer experience and more. Our insights are built around the Coresight Research CORE framework for AI and sustainability in retail. Companied mentioned in this presentation include: Bynder, Carrefour, Digital Wave Technology, Persado, RELEX, Simbe Robotics, Walmart Other relevant research: AI and Unified Data: Empowering Next-Generation Product and Shopper Intelligence—a free report, produced in partnership with Digital Wave Technology Precision Pricing in Retail: AI-Driven Pricing Decisions for 2024 and Beyond—a free report, produced in partnership with RELEX AI for Merchandising: Applications, Implementation and Benefits Abound—a free report, sponsored by Board Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward Retail-Tech Landscape: Demand Forecasting More research on retail media and GenAI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansProfiling Six Artificial Intelligence Startups: AI Showcase InsightsTariffs + Consumer Sentiment: A Timeline, 2025—Data GraphicMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds
Company ProfileVF Corporation (NYSE: VFC) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 8, 2024 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent management commentary and company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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 “Shark Reef” Startup Pitch Competition: Innovator ProfilesWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 45: Stores, Stores, Stores John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 8, 2024 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 45 of 2024. This week, we focus on physical retail: How are store closures tracking for 2024 in the UK, the US and Canada? Dive into the full research reports behind these data points: Canada Store Openings and Closures Tracker 2024: Closures Outpace Openings US Store Tracker Extra, October 2024: Drugstore Chains Drive Total Closed Space to 99 Million Square Feet Weekly US and UK Store Openings and Closures Tracker 2024, Week 45: American Freight To Close All Stores Other relevant research: More research reports on physical retail and real estate View our full collection of reports tracking store developments in the UK, the US and Canada. 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. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:US Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government DataWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 45: American Freight To Close All Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 8, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, we highlight the huge rise in US store closures and detail recent announcements from major retailers. Non-store-closure news includes the appointment of a new CEO at Boohoo Group and the stepping-down of Dollar Tree’s CEO. This report presents data up to week 45 of 2024, ended November 8, 2024. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Allsup’s, American Freight, Daiso, Marks & Spencer, Murphy USA, Primark, Yankee Candle 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:High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over YearWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes Stores
Store TrackerUS Store Tracker Extra, October 2024: Drugstore Chains Drive Total Closed Space to 99 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 7, 2024 Reasons to ReadAnnounced store closures by CVS Health and Walgreens Boots Alliance in October have pushed planned total closed retail space for 2024 to nearly 99 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments. This report is part of our monthly US Store Tracker Extra series; we offer insights into announced developments as of November 1, 2024. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2024 versus the comparable period in 2023 US retail bankruptcies, 2024 vs. 2023 Companies mentioned in this report include: Costco Wholesale, CVS Health, Ulta Beauty, Walgreens Boots Alliance Other relevant research: Read more research reports covering physical retail. View our full collection of store tracker reports. The Coresight Research 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized Storefronts
Store TrackerCanada Store Openings and Closures Tracker 2024: Closures Outpace Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 6, 2024 Reasons to ReadOur new Canada Store Openings and Closures Tracker reports on store openings and closures in Canada. This report presents new data on tracked and announced store openings and closures for calendar 2024, with data as of October 2, 2024. Data in this research report include: Tabulated data—major store closures and openings by retailer, 2024 Details of tracked and announced developments for 2024 and existing store bases, by retailer Appendix—2023 closures and openings by sector and top retailers (charted and tabulated) Companies mentioned in this research report include: Alimentation Couch-Tard, Loblaw Companies, Sobey’s Other relevant research: Our full collection of reports tracking store openings and closures in the UK, the US and Canada. The Coresight Research 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. 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:Retail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in Focus
Insight ReportEarnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and Herbalife Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 6, 2024 Reasons to ReadOur 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 2024 earnings. This week, there are highlights from companies that reported in the week ended November 3, 2024, across five sectors: apparel and footwear, beauty, consumer packaged goods, food and grocery, and home and home improvement. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Carter’s, Colgate-Palmolive, Columbia Sportswear, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor, Herbalife Nutrition, Sprouts Farmers Market Other relevant research: VF Corporation Investor Day 2024: New Strategic Focus on Scalability and Financial Resilience 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:Holiday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic
Insight ReportVF Corporation Investor Day 2024: New Strategic Focus on Scalability and Financial Resilience Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 5, 2024 Reasons to ReadThe Coresight Research team attended apparel company VF Corporation’s Investor Day 2024, which took place on October 30, 2024. We present insights from the event, covering the company’s financial targets and strategic growth plans for FY25-28. Other relevant research: VF Corporation (NYSE: VFC) Company Profile Earnings Insights 2Q24, Week 3 Visit the Coresight Research Fashion and Luxury 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic
