Adidas AG

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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 Apparel

We 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.

Analyst Corner | December 7, 2025

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Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand Kumar

The report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity.

Insight Report | October 16, 2025 Premium

Diwali’s Global Rise Is Reshaping the Retail Growth Cycle

In our report on Diwali 2025, explore how India’s festive season is driving global retail growth, reshaping holiday cycles and influencing pricing strategy.

Deep Dive | October 16, 2025 Premium

Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value

Where, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Deep Dive | September 30, 2025 Databank Members

Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners.

Store Tracker | July 30, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from easyhome, Hudson’s Bay Company, Northern Reflection, Orangestore and more.

Deep Dive | July 22, 2025 Premium

US Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to Lead

Explore proprietary Coresight Research survey data to discover the categories and apparel brands and retailers that are set to take the lead during this year’s US back-to-school (BTS) season in the third report in our US Back to School 2025 series.

Deep Dive | July 9, 2025 Databank Members

Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights

Are looming tariffs impacting US consumer sentiment? Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | May 14, 2025 Premium

Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers

Now in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category.

Infographic | May 7, 2025 Free Report

Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 4, 2025, including Adidas, Coca-Cola, eBay, Prada and more.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Insight Report | April 11, 2025 Premium

US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning

We expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.