Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Insight Report | September 12, 2024 Premium Luxury Retailing—US Real Estate Insights: Contrasting Expansion and Consolidation TrendsBuilding on our Market Navigator on global luxury retailing, we examine data on selected brands’ store traffic, store closures and store openings to understand the evolving real estate landscape in the US luxury market. Read More
Insight Report | August 26, 2024 Premium The High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury RetailingBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits of innovative solutions for product authentication, loss prevention, inventory management and more. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 4, 2024 Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty. Read More
Market Outlook | May 29, 2024 Premium Market Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End HittersIn this Market Navigator, Coresight Research explores the global luxury market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Market Outlook | May 15, 2024 Premium Research Preview: Market Navigator—Global LuxuryWe offer an early look at our forthcoming Market Navigator exploring the global luxury market. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of brands’ and retailers’ revenues, and explore the competitive landscape. Read More
Insight Report | May 2, 2024 Premium The FTC Challenges Tapestry’s Acquisition of Capri: An Analysis of Market Impact and Consumer ChoiceThe US Federal Trade Commission (FTC) has sued to block Tapestry’s acquisition of Capri Holdings. How would the proposed deal impact global luxury retail competition and consumer choice? We explore the merger’s implications and consider the FTC’s claims, leveraging proprietary US consumer survey analysis. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Company Profile | February 26, 2024 Premium Capri Holdings Limited (NYSE: CPRI) Company ProfileCapri Holdings is a global fashion luxury group that sells accessories, apparel and footwear. Headquartered in London, the company operates in Australia, Canada, China, France, Japan, Korea, the UK, the US and over 93 other countries. Read More
Insight Report | February 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. Read More
Insight Report | January 3, 2024 Premium 3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday QuarterIn our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
