Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Insight Report | July 17, 2023 Premium Carrefour To Acquire Cora and Match Banners in $1.2 Billion DealLouis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Deep Dive | March 2, 2023 Premium European Grocery Retail Dynamics Amid Broader Inflationary TrendsEuropean consumers and retailers are under pressure amid an energy crisis and mounting concerns over a possible economic downturn. We discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures. Read More
Company Profile | January 21, 2023 Premium Carrefour (ENXTPA: CA) Company ProfileCarrefour is a France-based retailer of apparel, consumer electronics, food and beverage, fuel, general merchandise, and health and beauty products. Headquartered in Massy, the company operates stores in Argentina, Belgium, Brazil, France, Italy, Poland, Romania, Spain and Taiwan. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Event Coverage | November 10, 2022 Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy. Read More
Deep Dive | June 23, 2022 Free Report Discovering Hidden Treasure in Your Supply Chain DataWe analyze the supply chain challenges that fast-moving consumer goods (FMCG) retailers and suppliers are currently facing and how data sharing and supply chain management solutions can solve these challenges and provide revenue-generating opportunities. This free report is sponsored by NielsenIQ. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Company Earnings Update | October 23, 2019 Register for Free Access Carrefour (ENXTPA: CA) 3Q19 Update: Latin America Strength Offsets Weakness in FranceCarrefour secured growth in its Latin America markets – helping offset sluggish performance in France as the company seeks to reinvent itself with fewer and smaller stores, fewer SKUs, more organic offerings and a stronger online capability. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1H19 Results: Adjusted Operating Income Nudges Up; Second-Quarter Comp Sales Beat ExpectationsIn 1H19, Carrefour reported recurring operating income of €618 million, up 2.7% year over year but below the consensus estimate of €622 million. Read More
Company Earnings Update | April 25, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1Q19 Update: A Stronger-than-Expected Quarter as Performance Improves in FranceCarrefour reported 1Q19 group comparable sales of 2.7%, strengthening from 1.9% in the prior quarter and ahead of the consensus estimate of 1.7%. This was supported by a sequential improvement in French comps as the company cut prices. Read More
Company Earnings Update | March 1, 2019 Register for Free Access Carrefour (ENXTPA: CA) FY18 Results: Earnings and Revenues Beat Estimates; 2022 Transformation Plan on TrackCarrefour reported FY18 total sales of €77.9 billion, down 3.1% year over year, but up 3.3% at constant exchange rates, and above the consensus estimate of €76.6 billion by StreetAccount. Read More
