Insight ReportEarnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 4, 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 first-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended June 2, 2024, across seven sectors: apparel and footwear, beauty, department stores, discount stores, electronics retailers, luxury and specialty apparel. 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: American Eagle Outfitters, Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Guess?, Kohl’s, Nordstrom, Ulta Beauty Other relevant research: Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season 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 14: What US Consumers Think About TariffsAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonUS Consumers’ Perceptions of Tariffs: Data GraphicFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management
Deep DiveSocial Splurge—Consumers Get Out and About During Memorial Day Weekend: US Consumer Survey Insights Aditya Kaushik, Analyst June 4, 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. In this report, our new findings are from a survey conducted on May 27, 2024. What did US consumers get up to during Memorial Day weekend? We explore consumer activities and shopping patterns. Data in this research report are our latest proprietary survey findings on: Activities that consumers have done in the past two weeks 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 Consumers’ expectations for the economy overall and for their own personal financial situation Companies mentioned in this research report include: Amazon, Costco, Dollar General, Kohl’s, Walmart Other relevant research: We surveyed US consumers about their spending expectations for Memorial Day for our 2Q24 Seasonal Shopping At the end of the quarter, we will dive into how consumers’ behavior during the holiday compared to their earlier plans. Read the full series of US Consumer Survey Insights reports 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:India’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicResponses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey Insights
Event CoverageShoptalk Europe 2024 Startup Pitch Competition: Recap—12 Innovators, Two Winners Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services June 4, 2024 Reasons to ReadOn June 3, 2024, Coresight Research hosted the Startup Pitch competition at Shoptalk Europe, which saw 12 early-stage retail-technology innovators compete to win the Judges’ Choice and Audience Choice awards. We present highlights from the competition and each presentation in this recap report. Discover solutions spanning analytics, artificial intelligence (AI), customer engagement and more, and find out which startups won Judges’ Choice and Audience Choice! Coresight Research is an official research partner of Shoptalk Europe 2024. Other relevant research: Essential Guide to Shoptalk 2024: Strategies and Opportunities Across Five Retail Themes Shoptalk Europe 2024 Startup Pitch: All You Need To Know You download an Innovator Profile for each company here. Keep up to date with all our Shoptalk Europe insights here. All Coresight Research coverage of emerging technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaRetail-Tech Landscape: MarTech
Event CoverageShoptalk Europe 2024 Day One: AI, Delivery Speed, the Future of Grocery and More Take Center Stage on Opening Day Coresight Research June 4, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, taking place during June 3–5 in Barcelona, Spain. Shoptalk Europe is an annual conference that unites retail and e-commerce professionals to discuss the latest trends, innovations and challenges in the retail industry. This year, the conference covers five major themes in retail: employing AI (artificial intelligence) to transform your business, harnessing brand power and building brand trust, creating unified retail experiences, next-generation demand creation, and navigating changing industry relationships. In this report, we present key insights from day one of the event. Companies mentioned in this report include: Amazon, Bata, Currys, Deliveroo, Deloitte, Diageo, H&M, IKEA, JD Sports Fashion, Kingfisher, Mastercard, Wolt Other relevant research: Read our separate report on the Startup Pitch competition, which also took place on day one of Shoptalk Europe 2024. Essential Guide to Shoptalk Europe 2024: Reimagining the Future of Retail Catch up on insights from previous Shoptalk events and look out for more of our daily coverage of Shoptalk Europe 2024 here. 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:US CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsRetail-Tech Landscape: Unified CommerceUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownRetail 2025: India Retail Predictions—Midyear Trends Update
Event PresentationShoptalk Europe 2024 Startup Pitch: All You Need To Know Vijay Doijad, Analyst June 3, 2024 Reasons to ReadOn June 3, 2024, Coresight Research hosted the Startup Pitch at Shoptalk Europe 2024, which saw 12 early-stage retail-technology innovators compete to win the Judges’ Choice and Audience Choice awards. Coresight Research is an official research partner of Shoptalk Europe 2024. In this presentation, we outline the following: Startup Pitch history—past winners Event format, comprising two rounds Judging panel, led by Deborah Weinswig, CEO and Founder of Coresight Research Startup selection criteria The 12 participating innovators across four areas of retail disruption Choosing the winners—how to vote and things to consider when voting Weinswig introduces the participating innovators at the Shoptalk Europe 2024 Startup Pitch Source: Coresight Research Other relevant research: Read highlights from the Startup Pitch event and find out which companies won in our recap report. You download Innovator Profiles for each company here. Essential Guide to Shoptalk 2024: Strategies and Opportunities Across Five Retail Themes Keep up to date with all our Shoptalk and Shoptalk Europe insights here. All Coresight Research coverage of emerging technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookThe New Coresight 100: Leading the Retail Charge in 2025—InfographicHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies
Deep DivePent-Up Demand for Travel Unleashed Ahead of Summer: US Consumer Survey Insights Extra Aditya Kaushik, Analyst June 3, 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 month, delve into US consumers’ travel plans and behavior! To look at how consumers’ travel plans have changed over time, we compare data from January–May 2024 to January–May 2023, aggregating data for each month. We look at overall trends and break down our findings by different demographics to present a comprehensive picture of the state of travel. This report includes results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Data in this research report are our proprietary survey findings on: Whether consumers arranged a trip (e.g., to visit family, booked a vacation) in the past two weeks—overall trends and breakdown by age, household income, geography and gender Whether consumers went on a trip (e.g., visited family, went on vacation) in the past two weeks—overall trends and breakdown by age, household income, geography and gender Other relevant research: Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. 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:Positive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One StoreSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Event CoverageShoptalk Europe 2024 Startup Pitch Competition: Innovator Profiles Coresight Research June 3, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which is taking place in Barcelona, Spain, on June 3–5, 2024. On the first day of the event, the Startup Pitch competition will see 12 early-stage innovators give presentations on their solutions that are disrupting the retail landscape. Our Innovator Profile series gives you a sneak peek at the participating companies. Here, we pull together all their Innovator Profiles into one downloadable document for your convenience. The 12 innovators are Anam.AI, Carbon Maps, Dragonfruit AI, Elyn, Guac, Loyalty Games, Pi-xcels, Pixyle AI, PSYKHE AI, Rapid Delivery Analytics, Raspberry AI and Veesual. Discover retail solutions spanning analytics and insights, AI (artificial intelligence), customer engagement and loyalty, and retail operations. Which startups do you think will win Judges’ Choice and Audience Choice? Other relevant research: Read our full Startup Pitch preview report for more details on the event, including its format and judging panel. Essential Guide to Shoptalk Europe 2024: Reimagining The Future of Retail View the individual profiles here. Bookmark that page to keep up to date with our daily coverage of Shoptalk Europe 2024! All Coresight Research coverage of emerging technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsWeekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency
Analyst CornerAnalyst Corner—Tracking Category Trends: A View of the US Apparel and Footwear Market with Sunny Zheng Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 2, 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. 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. This week, Sunny Zheng, Analyst, discusses the state of the US apparel and footwear market, which we expect to see moderated growth in 2024. Which categories will underperform and which will see strong demand this year? Other relevant research: US Apparel and Footwear—Retail 2024 Sector Outlook All our reports on apparel and footwear retailing. Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s, which discussed the consumerization of US healthcare. 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:Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 22: US Store Closures Up 19% Year Over Year Aaron Mark Dsouza, Data Analyst May 31, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. 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: Amazon, Frasers Group, Sephora, Williams-Sonoma Other relevant research: The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly 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. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. 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:Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsWeekly 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
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 31, 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 22 of 2024, including the growth prospects for the global luxury goods market and Ahold Delhaize’s new targets through 2028. Dive into the full research reports behind these data points: Market Navigator: Global Luxury Retailing Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Ahold Delhaize Strategy Day 2024: Growing Together Keeping the Lights on—Self-Reported Financial Resilience: US Consumer Survey Insights Access all our US Consumer Survey Insights reports for more on the trends we are seeing from week to week. 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 27: US Retail Faces HeadwindsWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To ClosePositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a Makeover
Market Navigators/Market OutlookMarket Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End Hitters Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 29, 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 global luxury market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. You will also discover key insights about market factors and consumer behavior and preferences, based on proprietary survey findings. We also discuss key themes we are watching in the global luxury market, aligning with our RESET framework. Key topics covered in this report include industry consolidation in the luxury market, the strength of the premium luxury segment and the Chinese luxury market, increased mergers and acquisitions activity, and generative artificial intelligence (GenAI), among others. 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, 2018–2028E Market breakdowns by geography and segment, 2018–2028E Savings rates for China, the UK and the US, 2019–2023 Revenues, operating margins and store counts of leading companies from across the global luxury market Proprietary survey data on where US and Chinese consumers are shopping for luxury goods, as well as what channels they are using to shop for luxury goods Companies mentioned in this report include: Burberry, Canada Goose, Capri Holdings, Chow Tai Fook Jewellery, The Estée Lauder Companies, Hermès, Kering, L’Oréal, LVMH, Moncler, Prada, Ralph Lauren, Richemont, Tapestry Other relevant research: The Research Preview for this report Global Luxury—Retail 2024 Sector Outlook: Emerging Markets and Young Shoppers To Drive Growth Introducing “Fast Luxury” and Its Implications for the Retail Market Five Ways AI Is Being Used in Luxury Retail Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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:Analyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikWeekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey Insights
Event CoverageAhold Delhaize Strategy Day 2024: Growing Together—Targeting 4% Revenue CAGR Through 2028 Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 29, 2024 Reasons to ReadWe present highlights from Ahold Delhaize’s 2024 Strategy Day, which took place on May 23, 2024. We discuss the growth models under the company’s new Growing Together business strategy, with implications for the retailer’s US and European operations. We also outline Ahold Delhaize’s implementation of technology and AI (artificial intelligence), and detail the company’s targets through 2028. Other relevant research: How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation Five Ways AI Is Being Used in Grocery Retail 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Transforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s
Insight ReportRetailTech: Smart Carts—Turbocharged Self-Checkout on Wheels John Harmon, CFA, Managing Director of Technology Research May 29, 2024 Reasons to ReadDelve into the world of turbocharged self-checkout with our detailed look at smart carts. From Amazon’s recent developments to opportunities in retail media, we discuss the renaissance of this self-checkout technology and the benefits it brings to physical retail for both consumers and retailers. This report is part of our RetailTech series, which explores developments, insights and implications related to established and emerging technologies that are shaping the retail landscape. Data in this research report include: Estimated US market size for checkout and payment technology, 2019–2028 Companies mentioned in this report include: Amazon, Caper AI, Instacart, Shopic Other relevant research: Read the previous report in the RetailTech series, on frictionless check-in. Retail-Tech Landscape: Checkout Solutions More research on physical 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—Infographic
Deep DiveKeeping the Lights on—Self-Reported Financial Resilience: US Consumer Survey Insights Aditya Kaushik, Analyst May 29, 2024 Reasons to ReadIn this report, our new findings are from a survey conducted on May 20, 2024. We present our latest monthly data on consumers’ financial resilience as well as our weekly findings on consumer sentiment, activities and shopping patterns. Data in this research report are our latest proprietary survey findings on: Consumers’ financial resilience—how long they could cover their bills after losing their income, expectations of receiving a financial windfall in the next 12 months, and unsecured debt as a proportion of monthly household income Consumers’ expectations for the economy overall and for their own personal financial situation Activities that consumers have done in the past two weeks 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 Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Analyst Corner—Checking In on the Financial Health of the US Consumer, with John Mercer Read the full series of US Consumer Survey Insights reports 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:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchWeekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24Unlocking Success: The Pathway to Profitability for US Brands and RetailersChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts
Insight ReportEarnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 28, 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 first-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended May 19, 2024, across seven sectors: apparel and footwear, department stores, home and home-improvement, mass merchandisers, pet care retailers, specialty apparel and warehouse clubs. 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: BJ Wholesale, Deckers Outdoor, Lowe’s, Macy’s, Petco Health and Wellness, Ralph Lauren, Ross Stores, Target, TJX Companies, Urban Outfitters, VF Corporation, Williams-Sonoma Other relevant research: Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season 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:CEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data Graphic