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Deep Dive | September 21, 2023 Premium

2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates

Coresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | September 5, 2023 Premium

Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended September 3, 2023, which include Academy Sports and Outdoors, Big Lots, Dollar General and Five Below.

Deep Dive | August 30, 2023 Premium

Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Insight Report | August 15, 2023 Premium

Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.

Insight Report | August 8, 2023 Premium

Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.

Insight Report | August 1, 2023 Premium

Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor.

Deep Dive | June 22, 2023 Premium

1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand

Coresight Research offers analysis of the first quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | June 6, 2023 Premium

Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below.

Insight Report | May 31, 2023 Premium

Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others.

Insight Report | May 24, 2023 Premium

Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow Growth

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 21, 2023, which include Alibaba, Bath & Body Works and Home Depot.

Insight Report | May 16, 2023 Premium

Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 14, 2023, which include Coty, JD.com, Tapestry and more.

Insight Report | May 9, 2023 Premium

Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major US retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more.

Insight Report | May 3, 2023 Premium

Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales Improve

Our 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 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.