Product TypeInsight Report Product TypeInsight Report | May 16, 2023 Premium Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate 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 14, 2023, which include Coty, JD.com, Tapestry and more.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 TypeStore Tracker Product TypeStore Tracker | February 17, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 7: UK Openings Up 46%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Amazon, Ashley HomeStore, Iceland, Lidl and under Armour, among others.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 TypeDeep Dive Product TypeDeep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. 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 TypeStore Tracker Product TypeStore Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021.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 14, 2022 Premium Under Armour, Inc. (NYSE: UAA) Company ProfileUnder Armour is a US-based brand owner of accessories, apparel and footwear brands. Headquartered in Baltimore, Maryland, the company operates in Canada, Chile, China, Mexico, Korea, the US and around 95 other countries. Read More
Product TypeStore Tracker Product TypeStore Tracker | November 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 45: UK Openings Up 19%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Crocs, Grocery Outlet and Primark, among others, in the US and Aldi, B&Q and Edinburgh Woolen Mill, among others, in the UK.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 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 | June 24, 2022 Premium US Womenswear Retailing: The Return of Occasion Wear Fuels $278 Billion MarketWe analyze the US womenswear 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 opportunities in plus-size and adaptive 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 1, 2022 Premium US Home Fitness: Hybrid Is the FutureAlthough consumers are returning to gyms, home fitness is evolving into a hybrid model following the huge boom in purchases of fitness equipment for home use during the pandemic. We discuss the home fitness market, including apps, wearables and implications for apparel retailers. Read More
