Product TypeInsight Report Product TypeInsight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur 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.Read More
Product TypeInsight Report Product TypeInsight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis 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.Read More
Product TypeDeep Dive Product TypeDeep 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
Product TypeCompany Profile Product TypeCompany Profile | November 7, 2022 Premium Levi Strauss & Co. (NYSE: LEVI) Company ProfileLevi’s is a US-based brand owner of accessories, casual and dress pants, footwear, jackets, jeans, shorts, skirts and tops. Headquartered in San Francisco, the company operates stores in the US and 110 other countries.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe 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.Read More
Product TypeInsight Report Product TypeInsight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 23, 2022 Premium US Menswear Retailing: A Fragmented Market with Opportunities in Occasion Wear and Inclusive ApparelWe analyze the US menswear market, covering its size, growth factors and the competitive landscape. We also discuss what and where consumers are shopping, as well as key themes we are watching—including the recovery of occasion wear and the opportunity in plus-size apparel. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 25, 2022 Premium The Rise of Experiential Retail in India: Driving Consumer Engagement in Physical StoresBrick-and-mortar stores should turn to experiential retail—leveraging technologies, in-store events, immersive experiences, unique services and store associates—to bring shoppers back to stores and increase consumer engagement. We look at the rise of experiential retail in India and the benefits of this marketing strategy.Read More
Product TypeInsight Report Product TypeInsight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur 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.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | April 6, 2022 Premium Market Outlook: US Apparel and Footwear Retailing—Growth Continues with New Selling ModelsWe analyze the US apparel and footwear market for 2022 and beyond, examining growth rates, e-commerce, the competitive landscape and six key themes we are watching. 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 RetailersWe 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 TypeDeep Dive Product TypeDeep Dive | March 22, 2022 Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.Read More
Product TypeInsight Report Product TypeInsight Report | February 23, 2022 Premium Innovations in Apparel Stores: Reinventing Physical Retail To Drive Engagement, Loyalty and SalesBrands and retailers are innovating to tempt customers back to physical apparel stores. We discuss key examples of successful strategies including experiential retail, seamless shopping and providing personalized services. Read More
