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 | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. 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 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 | 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 8, 2022 Premium VF Corporation (NYSE: VFC) Company ProfileVF Corporation is a US-based brand owner of lifestyle apparel, footwear and related products for men, women and children. Headquartered in Denver, Colorado, the company operates stores in Canada, China, the UK, the US and around 165 other countries. Read More
Product TypeStore Tracker Product TypeStore Tracker | November 2, 2022 Premium US Store Tracker Extra, October 2022: Closed Retail Space Reaches 35 Million Square FeetThe 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 October 28, 2022, versus the comparable period in 2021.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | October 11, 2022 Premium VF Corporation Investor Day 2022: Company Targets Mid- to High-Single-Digit Revenue CAGR Through Fiscal 2027We present key insights from VF Corporation’s Investor Day on September 28, 2022, covering the company’s financial targets and its strategic growth plans.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 TypeDeep Dive Product TypeDeep Dive | August 17, 2022 Premium US Outdoor Apparel and Footwear Market: Expect Solid Prospects for Brands and RetailersWe provide an outlook of the US outdoor apparel and footwear market in 2022 and beyond. We also explore key growth drivers, the competitive landscape, opportunities arising from three market themes, and notable retail innovators in the space.Read More
Product TypeInsight Report Product TypeInsight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales 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 July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others.Read More
Product TypeInsight Report Product TypeInsight Report | July 28, 2022 Premium Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts AriseWe examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold.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 | May 31, 2022 Premium Supply Chain Briefing: Lockdowns in China and Cyberattacks Rattle Supply Chains While Acquisition Activity Heats UpAs part of our Supply Chain Briefing series, we examine how the lockdowns in Shanghai, Shenzhen and other cities in China continue to disrupt the supply chain, the threat of cyberattacks in supply chains, recent logistics-related acquisitions and the potential impact of the FABRIC Act. Read More
