Reasons to Read

Discover the key earnings trends, consumer behaviors and strategic priorities shaping the global retail and consumer landscape.

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

• Which retailers and consumer brands outperformed in the latest earnings season, and what is driving their momentum?
• How are leading companies adapting to changing consumer spending patterns across apparel, consumer packaged goods, e-commerce, food retail, home improvement and luxury?
• Which companies are raising, maintaining or lowering guidance, and what do these outlooks reveal about the retail environment?
• How are businesses responding to tariffs, inflation, supply-chain disruption, geopolitical uncertainty and evolving consumer demand?
• What investments are companies making in Artificial Intelligence (AI), digital capabilities and technology to support long-term growth?

Companies mentioned in this report include: Adidas, Columbia Sportswear, Crocs, VF Corporation, L’Oréal, Danone, Haleon, Mondelez International, Unilever, Reckitt Benckiser Group, The Coca-Cola Company, The Procter & Gamble Company, Amazon, Sprouts Farmers Market, Floor & Decor Holdings, Hermès, Kering, LVMH Moët Hennessy – Louis Vuitton and Prada Group.

Data in this report include: US retail sales growth; estimated retail-only inflation; inferred real retail sales growth; company revenue, earnings per share (EPS), comparable sales and consensus expectations across major retailers and consumer brands.