Product TypeDeep Dive Product TypeDeep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeFlash Report Product TypeFlash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First Thoughts The first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Product TypeCompany Profile Product TypeCompany Profile | November 24, 2021 Register for Free Access Lowe’s Companies, Inc. (NYSE: LOW) Lowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 17, 2021 Register for Free Access The Macerich Company (NYSE: MAC) The Macerich Company is a real estate investment trust. Headquartered in Santa Monica, California, the company operates in the US.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 17, 2021 Register for Free Access Unibail-Rodamco-Westfield (AMS: URW) Unibail-Rodamco-Westfield is a France-based real estate investment trust. Headquartered in Paris, the company operates in France, the UK, the US and 10 other countries.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 17, 2021 Register for Free Access The Estée Lauder Companies (NYSE: EL) The Estée Lauder Companies is a US-based retailer of beauty products. Headquartered in New York City, the company operates stores in Australia, China, the UK, the US and 146 other countries.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 17, 2021 Register for Free Access Brookfield Property Partners L.P. (NASDAQ: BPY) Brookfield Property Partners is a Bermuda-based real estate investment trust. Headquartered in Hamilton, the company operates in 30 countries worldwide.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 15, 2021 Register for Free Access Simon Property Group (NYSE: SPG) Simon Property Group is a US-based real estate investment trust. Headquartered in Indianapolis, Indiana, the company operates in Austria, Canada, France, Germany, Italy, Japan, Korea, Malaysia, Mexico, the Netherlands, Thailand, Spain, the UK and the US.Read More
Product TypeInsight Report Product TypeInsight Report | November 9, 2021 Premium Earnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow Recovery Overall, apparel and footwear brand owners witnessed substantial recovery, while Capri Holdings reported a slow recovery. Read Coresight Research’s weekly Earnings Insights reports for highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | September 2, 2021 Premium Supply Chain Briefing: Chinese Port Logjams Clog Global Shipping Routes as Consumer Prices Surge As part of our Supply Chain Briefing series, we discuss the impacts of port shutdowns in China on the retail supply chain, including the implications for retailers’ pricing, promotions and product mix ahead of the holiday season.Read More
Product TypeInsight Report Product TypeInsight Report | August 10, 2021 Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.Read More
Product TypeInsight Report Product TypeInsight Report | August 3, 2021 Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
