Product TypeDeep Dive Product TypeDeep Dive | February 7, 2023 Premium Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales SlowThe 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 Amazon, The Clorox Company and more.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 25, 2023 Free Report NRF 2023: Retail’s Big Show Wrap-Up—Business Agility, Purpose, Technology and Personalization Characterize Retail’s FutureWe present our insights from NRF: Retail’s Big Show. We discuss business agility, purpose, technology, personalization and more. Read More
Product TypeDeep Dive Product TypeDeep Dive | January 23, 2023 Premium M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster CapacityWe 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. Read More
Product TypeCompany Profile Product TypeCompany Profile | January 22, 2023 Premium The Estée Lauder Companies Inc. (NYSE: EL) Company ProfileThe Estée Lauder Companies is a US-based beauty brand owner. Headquartered in New York City, the company owns more than 20 brands and is sold in over 150 other countries.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 TypeDeep Dive Product TypeDeep Dive | November 8, 2022 Premium SPACs in US Retail Outlook: Opportunities Remain Despite Challenging EnvironmentWe analyze the outlook for special purpose acquisition companies (SPACs) in a challenging economic environment. Our report includes the aftermarket performance of recently completed retail-focused SPAC transactions and retail-focused SPAC developments in the pipeline for 2023.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 23, 2022 Premium Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 25, 2022 Premium Playbook: Beauty in the Metaverse—Four Strategies for Success in the Virtual WorldIn this Playbook, we outline four key ways in which beauty brands and retailers can begin participating in the metaverse. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 20, 2022 Premium 10 Trends in Global BeautyConsumer expectations around beauty products and brands continue to evolve, and the sector must keep pace to capitalize on new opportunities. We present 10 trends that are impacting the global beauty market and identify strategies for beauty brands and retailers to best capitalize on momentum in each area.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 12, 2022 Premium E-Commerce Outlook: US Beauty—Skincare To Lead Online GrowthAn increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond.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 | June 21, 2022 Premium Head-to-Head in the Global Beauty Market: Estée Lauder vs. L’OréalEstée Lauder and L’Oréal are two of the biggest players in the global beauty market. As part of our Head-to-Head series, we compare the two beauty companies’ revenues, business strategies and operating margins. Read More
Product TypeMarket Outlook Product TypeMarket Outlook | May 26, 2022 Premium Market Outlook: Global Luxury—Digitalization and Localization To Drive Market GrowthIn our most recent Market Outlook, we examine the scale, composition and trajectory of the global personal luxury market, discuss the factors driving its growth and cover market themes we are watching.Read More
