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Coresight Research helps retail clients accelerate innovation and growth. We focus on disruption at the intersection of retail and technology – and help you understand what it means for your business. Coresight Research has a global presence spanning the US, Europe and Asia, including deep expertise in the China market.

2Q19 US Earnings Season Wrap-Up

This report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms.


RH (formerly Restoration Hardware Holdings Inc.) is a U.S. retailer specializing in home furnishings, headquartered in Corte Madera, California. The company offers a range of products in categories that include furniture, lighting, textiles, bathware, décor, outdoor and garden, tableware, and child and teen furnishings.

Williams-Sonoma (NYSE: WSM)

Williams-Sonoma Inc. is a US-based multichannel specialty retailer of home and kitchenware products. Headquartered in San Francisco, California, the company operates stores in the US, including Puerto Rico; Canada; Australia; and the UK.

Lowe’s Companies, Inc. (NYSE:LOW)

The company aims to drive profitable sales and maintain an expense-reduction culture. It expects these efforts to generate significant cash flow from operations over the next three years. At the same time, management remains committed to investing in the business and returning excess cash to shareholders.

The Home Depot, Inc. (NYSE:HD)

Home Depot’s strategic framework rests on three pillars: customer experience, product authority, and productivity and efficiency driven by effective capital. The overall goal is to provide an interconnected retail experience to drive value in a rapidly evolving retail landscape.

Wayfair (NYSE: W)

Wayfair Inc. is a U.S.-based e-commerce company that offers more than 10 million products from over 10,000 suppliers. Incorporated on Aug. 8, 2014, the company specializes in home products, offering a large selection of furniture, décor, decorative accents, housewares, seasonal decor and other home goods. Wayfair operates in two reporting segments, U.S. and International. Most products are shipped to customers directly from suppliers, but the proportion of products shipped through its own logistics network continues to grow. As of Dec. 31, 2017, Wayfair employed 7,751 full-time staff.