Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Market Navigators/Market Outlook | March 12, 2024 Premium Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter GrowthIn this Market Navigator, Coresight Research explores the UK retail market, including e-commerce. Dive in to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Company Profile | February 26, 2024 Premium Capri Holdings Limited (NYSE: CPRI) Company ProfileCapri Holdings is a global fashion luxury group that sells accessories, apparel and footwear. Headquartered in London, the company operates in Australia, Canada, China, France, Japan, Korea, the UK, the US and over 93 other countries. Read More
Company Profile | February 25, 2024 Premium Tapestry, Inc. (NYSE: TPR) Company ProfileTapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries. Read More
Company Profile | February 25, 2024 Premium Chow Tai Fook Jewellery Group (SEHK: 1929) Company ProfileChow Tai Fook Jewellery Group is a manufacturer and retailer of jewelry, and a distributor of major watch brands. Headquartered in Hong Kong, the company primarily operates in China, with additional stores in Japan, Malaysia, Vietnam and the US. Read More
Company Profile | February 24, 2024 Premium Walgreens Boots Alliance (NASDAQ: WBA) Company ProfileWalgreens Boots Alliance is a US-based retailer of health and wellness products, beauty products and pharmaceuticals. Headquartered in Deerfield, Illinois, the company operates stores in Chile, Germany, Ireland, Mexico, the Netherlands, Norway, Thailand, the UK and the US. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Insight Report | February 15, 2024 Premium Retail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US, the UK and the Netherlands. We discuss a rise in shoplifting offenses, a new task force to combat theft, and more. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Store Tracker | February 9, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across BannersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from H&M, Nordstrom, The RoomPlace, Tractor Supply Company and Walgreens Boots Alliance, among others. Read More
Insight Report | February 8, 2024 Premium Generative AI Latest: GenAI Chatbots and Apps Are Ready for Prime TimeContinuing our Generative AI Latest series, we present recent announcements in the GenAI space globally—including new applications and infrastructure, and the rise of GenAI chatbots. Read More
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. Read More
