July 21, 2026 Insight Report Premium Earnings Insights 2Q26, Week 1: Aritzia, Fast Retailing and Richemont Grow Sales Strongly; Primark Faces Challenging MarketsEarnings Insights 2Q26 Week examines Levi Strauss & Co., Pepsico and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
July 2, 2026 Insight Report Premium Kroger Targets Regional Expansion with $1.65 Billion Giant Eagle AcquisitionKroger’s Giant Eagle acquisition drives US grocery consolidation with a $1.65 billion deal that expands Kroger’s scale, stores and regional dominance.
June 29, 2026 Insight Report Premium 1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce1Q26 Earnings Season Wrap-Up analyzes retail earnings, consumer spending trends, sales growth, EPS performance, and sector outlooks across the retail industry.
May 19, 2026 Insight Report Premium Why Is Shein Acquiring Everlane?Discover what Shein’s reported acquisition of Everlane reveals about the evolution of fast fashion into a tiered, multibrand retail strategy.
May 6, 2026 Insight Report Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands.
April 14, 2026 Infographic Premium Quantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data GraphicRetail tariff impact across major retailers in 4Q25 highlights margin pressure, pricing actions and sourcing shifts shaping retailer strategy into FY26.
April 13, 2026 Insight Report Premium Unilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPCDiscover how Unilever’s strategic exit from food is reshaping the competitive landscape in global consumer packaged goods (CPG).
April 1, 2026 Insight Report Premium Kering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core CapabilitiesKering and L’Oréal’s €4 billion partnership marks a shift in luxury beauty, with new licenses, acquisitions and a wellness JV.
December 21, 2025 Analyst Corner Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here.
December 19, 2025 Event Presentation Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation.
December 19, 2025 Infographic Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings.
December 18, 2025 Deep Dive Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
December 10, 2025 Insight Report Premium Global Tech and Retail Layoffs in 2025: Structural or Cyclical?A data-driven look at retail and tech layoffs, uncovering structural shifts fueled by AI, automation and restructuring across both sectors.
October 24, 2025 Insight Report Premium Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsKering and L’Oréal’s €4B luxury beauty partnership redefines the fashion–beauty–wellness landscape with new licenses, acquisitions, and a wellness JV.
September 18, 2025 Infographic Premium Tariffs and Earnings: What Companies Have Reported—Data GraphicDiscover how tariffs squeeze retail margins and who is best positioned to win. Get key insights from our consumer research.