Insight Report | May 21, 2026 Premium Earnings Insights 1Q26, Week 2: Adidas and Birkenstock Outperform as Crocs and Under Armour Post Revenue DeclinesEarnings Insights 1Q26 Week 2 examines Adidas, Alibaba, Birkenstock and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | May 19, 2026 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. Read More
Insight Report | May 6, 2026 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. Read More
Infographic | April 14, 2026 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. Read More
Insight Report | April 13, 2026 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). Read More
Insight Report | April 1, 2026 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. Read More
Analyst Corner | December 21, 2025 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. Read More
Event Presentation | December 19, 2025 Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. Read More
Infographic | December 19, 2025 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. Read More
Deep Dive | December 18, 2025 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. Read More
Insight Report | December 10, 2025 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. Read More
Insight Report | October 24, 2025 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. Read More
Infographic | September 18, 2025 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. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Event Coverage | August 21, 2025 Premium Global Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityIndia’s apparel and textile industry is leveraging AI, sustainability and cultural authenticity to strengthen its global position, but a sudden 50% US tariff hike exposes the risks of export dependency. Success will hinge on scaling eco-compliance, accelerating digital adoption and diversifying markets through MSME empowerment. Read More