Product TypeInsight Report Product TypeInsight 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 DeclineOur 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.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 | March 22, 2023 Premium US Dresswear Retailing: Sales To Dwindle in 2023 as Pent-Up Demand FadesWe explore how dresswear, smart-casual and occasion-based apparel in the US will fare after a year of strong demand revival. We present category growth projections, insights into market factors, proprietary survey findings on consumer spending, and more.Read More
Product TypeInsight Report Product TypeInsight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Capri Holdings, Coty, CVS Health and more.Read More
Product TypeInsight Report Product TypeInsight Report | February 1, 2023 Premium Pet Apparel and Accessories: A Niche Market with Strong Growth PotentialWe discuss the global pet apparel and accessories market, covering headwinds, tailwinds, the competitive landscape and themes to watch.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 11, 2022 Premium Ralph Lauren Corporation (NYSE: RL) Company ProfileRalph Lauren is a US-based brand owner of accessories, apparel and footwear. Headquartered in New York City, the company operates in Canada, China, Japan, South Korea, the UK, the US and 25 other countries. Read More
Product TypeStore Tracker Product TypeStore Tracker | September 23, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 38: US Store Closures Down 55% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Giant Eagle and Michaels Stores, among others, in the US and Build-A-Bear, HMV and Next, among others, in the UK.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | September 22, 2022 Premium Ralph Lauren Investor Day 2022: Company Targets Mid- To High-Single-Digit Revenue CAGR by Fiscal 2025The Coresight Research team attended Ralph Lauren’s Investor Day on September 19, 2022. We present insights from the event, covering the company’s financial targets and its strategy. 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 16, 2022 Premium Earnings Insights 2Q22, Week 3: Capri and Ralph Lauren Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Capri Holdings, Hanesbrands, Qurate Retail and Ralph Lauren.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 TypeInsight Report Product TypeInsight Report | June 13, 2022 Premium Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and IdentitiesWe analyze opportunities for the fashion industry in the metaverse, covering product sales, marketing and brand building. While the metaverse is still in its infancy, half of the fashion brands and retailers in the Coresight 100 have entered the space. Read More
