Coresight 100

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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 | 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 | 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.

Deep Dive | January 23, 2023 Premium

M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster Capacity

We analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity.

Deep Dive | January 10, 2023 Premium

Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic Volatility

In this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape.

Deep Dive | December 20, 2022 Premium

3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures

This report offers analysis of the third 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.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

Company Profile | October 7, 2022 Premium

Kimberly-Clark (NYSE: KMB) Company Profile

Kimberly-Clark is a US-based CPG company offering apparel, personal care products, personal hygiene products and tissue products. It operates in 34 countries, including Brazil, Canada, France, Germany, Nigeria, Thailand and the US and sells in 175 countries total.

Deep Dive | September 20, 2022 Premium

2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes

We analyze the second quarter of 2022 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.

Insight Report | August 2, 2022 Premium

Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales Flat

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others.

Deep Dive | June 22, 2022 Premium

1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

We analyze the first quarter of 2022 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.

Insight Report | May 3, 2022 Premium

Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark.

Deep 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.