Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Deep Dive | July 15, 2024 Premium Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs. Read More
Deep Dive | April 3, 2023 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Private LabelWe examine key current consumer shopping trends in the US grocery market, using data sourced from IRI—examining traffic, basket size and trip frequency, sales channels, price per unit and private label. Read More
Deep Dive | February 23, 2023 Premium US CPG—Consumer Health: Understanding a Category Marked by Spin-OffsWe discuss the performance and outlook of the consumer health category within the US consumer packaged goods sector, as well as factors impacting the category, the competitive landscape and themes we are watching in the space in 2023 and beyond. Read More
Deep 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
Deep 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
Company Profile | October 14, 2022 Premium Unilever PLC (LSE: ULVR) Company ProfileUnilever is a UK-based CPG company that operates in beauty, personal care, food and home care segments. Headquartered in London, the company operates in over 190 countries and owns an extensive portfolio of over 400 brands. Read More
Deep 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
Deep Dive | June 23, 2022 Free Report Discovering Hidden Treasure in Your Supply Chain DataWe analyze the supply chain challenges that fast-moving consumer goods (FMCG) retailers and suppliers are currently facing and how data sharing and supply chain management solutions can solve these challenges and provide revenue-generating opportunities. This free report is sponsored by NielsenIQ. Read More
Deep 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
Deep 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
Insight 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
Flash 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
Event Coverage | January 10, 2020 Register for Free Access CES 2020 Wrap-Up: Digital Health, Sustainability and 5G-Powered ConnectivityThe Coresight Research team attended CES 2020 in Las Vegas. We present our top five insights from the event, with a focus on healthcare technology and sustainability. Read More
