Product TypeCompany Profile Product TypeCompany Profile | April 12, 2022 Register for Free Access Coty Inc. (NYSE: COTY) Coty is a US-based retailer of beauty products. Headquartered in New York City, the company operates stores in Australia, China, France, Germany, the UK, the US and around 145 other countries.Read More
Product TypeInsight Report Product TypeInsight Report | March 28, 2022 Premium Inclusive Beauty: Opportunities To Reach Older Consumers Baby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands. Read More
Product TypeDeep Dive Product TypeDeep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | December 14, 2021 Premium Coty Investor Day 2021: Company Sees FY22–FY25 Revenue CAGR of 6%–8% The Coresight Research team attended Coty’s Investor Day 2021. We present key insights from the event, covering the company’s growth plan through fiscal 2025 and its six strategic pillars to achieve growth. Notably, the pillars cover sustainability, social advocacy, e-commerce and expansion in China. Read More
Product TypeDeep Dive Product TypeDeep Dive | November 22, 2021 Free Report Rethinking Product Sampling: Are Retailers and CPG Brands Doing It Right? Product sampling is a common and effective way to raise awareness of newly launched products and prompt reconsideration of established brands. Leveraging proprietary survey data, we explore the challenges that retailers and CPG brands are facing, the pain points and benefits of product sampling and the future of the space. This free report is sponsored by Freeosk.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth Opportunities We analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More
Product TypeInsight Report Product TypeInsight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.Read More
Product TypeInsight Report Product TypeInsight Report | April 27, 2021 Premium M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To Continue Beauty M&A (mergers and acquisitions) activity has rebounded quickly from Covid-19 and started off strong in 2021. In this report, we discuss the soft performance of 2020 and highlight notable deals that have kickstarted the market in 2021.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.Read More
Product TypeInsight Report Product TypeInsight Report | February 15, 2021 Premium Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly Hit Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
