Product TypeDeep Dive Product TypeDeep Dive | January 10, 2023 Premium Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic VolatilityIn 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.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 TypeEvent Coverage Product TypeEvent Coverage | November 9, 2022 Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term GrowthAlibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives.Read More
Product TypeCompany Profile Product TypeCompany Profile | October 7, 2022 Premium Procter & Gamble (NYSE: PG) Company ProfileHeadquartered in Cincinnati, Ohio, Procter & Gamble is a CPG company that sells products across a variety of categories and in more than 180 countries, while operating in 84 countries.Read More
Product TypeInsight Report Product TypeInsight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain 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 August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 15, 2022 Premium 10 Trends in the US CPG MarketIn this report, we look at 10 trends impacting the US consumer packaged goods (CPG) market and discuss how companies targeting the market can capitalize on the changes 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 | 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 Inclusivity in Retail: Trends from 2021, Learnings for 2022Inclusivity is one of the biggest movements retail today. We explore progress in 2021 and present our expectations for the development of inclusivity in retail in 2022, across areas such as adaptive products, gender-free and plus-size offerings, and the diversification of suppliers.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 19, 2021 Premium Head-to-Head in CPG: P&G vs. UnileverAs part of Coresight Research’s Head-to-Head series, we compare P&G and Unilever, leading players in the global consumer packaged goods (CPG) industry. In this report, we provide insights into four key elements of their businesses, covering revenue growth and segmentation, as well as the two companies’ strategies for digital transformation and driving growth. Read More
Product TypeInsight Report Product TypeInsight Report | January 12, 2021 Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Product TypeFlash Report Product TypeFlash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Product TypeDeep Dive Product TypeDeep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
