Reasons to Read

Read this report to discover answers to these and other questions:

• Which retail categories led year-over-year sales growth, and which struggled amid macroeconomic pressures?
• How did performance vary across sectors like apparel, beauty, grocery, and home improvement?
• What proportion of companies beat or missed consensus revenue and EPS estimates—and what does it reveal about consumer health?
• How are major players responding to inflation and tariffs through pricing, sourcing, and supply chain strategies?
• What are retailers forecasting for the second half of 2025 across categories, regions, and channels?

Companies mentioned in this report include: Adidas, Alibaba, Amazon, Burberry, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Five Below, The Gap Inc., The Home Depot, JD.com, Levi Strauss & Co., Lowe’s, Macy’s, Nestlé, PepsiCo, Procter & Gamble, Richemont, Target, The TJX Companies, Under Armour, VF Corporation, Walgreens Boots Alliance and Walmart.

Data in this report include: Revenue and EPS growth by company and sector; year-over-year changes in total revenue across 14 retail sectors; sales and comps performances vs. consensus estimates; company-level forward guidance.

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.