Deep Dive | February 23, 2023 Premium US CPG—Consumer Health: Understanding a Category Marked by Spin-OffsWe discuss the performance and outlook of the consumer health category within the US consumer packaged goods sector, as well as factors impacting the category, the competitive landscape and themes we are watching in the space in 2023 and beyond. Read More
Insight Report | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales 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 features highlights from Crocs and Herbalife Nutrition. Read More
Insight Report | February 1, 2023 Premium US CPG Sales Tracker: Online Food and Beauty Growth Taper Off FurtherThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. In this report, we present five key insights from the four weeks ended December 25, 2022. Read More
Deep Dive | January 10, 2023 Premium Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic VolatilityIn this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape. Read More
Company Profile | January 8, 2023 Premium Petco Health and Wellness Company (NasdaqGS: WOOF) Company ProfilePetco Health and Wellness Company is a US-based CPG that offers pet care products and services. Headquartered in San Diego, Colorado, the company operates over 1,500 locations throughout Mexico, Puerto Rico and the US. Read More
Insight Report | December 21, 2022 Register for Free Access US CPG Sales Tracker: Online Growth Slows to Mid-Teens RangeThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. Read More
Insight Report | December 16, 2022 Premium November 2022 US Retail Sales: Holiday Growth SlowsNovember 2022 US retail sales, excluding gasoline and automobiles, grew 5.4% year over year. Using data from the US Census Bureau, we look at how different sectors performed. Read More
Insight Report | December 15, 2022 Premium Digitally Native Vertical Brands in the US Food, Beverage and Food Supplement Market: Opportunities in Hybrid ModelsDigitally native vertical brands (DNVBs) are a small but growing presence in the US food, beverage and food supplement market. We discuss the category size, key trends that are driving sector growth and the major headwinds. Read More
Insight Report | December 14, 2022 Register for Free Access US CPG Sales Tracker: Health and Beauty Drives Online Growth SlowdownThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present key insights from the four weeks ended October 30, 2022. Read More
Company Profile | December 8, 2022 Premium Herbalife Nutrition Ltd. (NYSE: HLF) Company ProfileHeadquartered in Los Angeles, California, Herbalife Nutrition is a producer of health and personal care products that operates in 95 countries and territories throughout the world. Read More
Deep Dive | November 29, 2022 Premium Livestreaming in Western Markets: A PrimerOur new Livestreaming in the West report series delves into key trends in livestreaming e-commerce across four key retail verticals: apparel, beauty, CPG and home/electronics. As a primer to our new series, we discuss the current state of livestream shopping in the West, leveraging data from recent Coresight Research surveys of consumers and retail companies. Read More
Deep 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
Insight Report | November 17, 2022 Premium October 2022 US Retail Sales: As Inflation Eases, So Too Does Sales GrowthOctober 2022 US retail sales, excluding gasoline and automobiles, grew 6.4% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Company Profile | November 9, 2022 Premium Clorox (NYSE: CLX) Company ProfileThe Clorox Company is a US-based manufacturer of consumer products. Headquartered in Oakland, California, the company sells products in more than 20 countries, including Australia, China, the UK and the US. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
