Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More
Deep Dive | February 10, 2025 Premium New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWhat are the implications of the new tariffs implemented by US President Trump, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | November 6, 2024 Premium Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and HerbalifeOur 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 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others. Read More
Deep Dive | October 15, 2024 Premium Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way ForwardWe explore how AI (artificial intelligence) can help brands, ad buyers and retailers solve retail media-related problems, as well as the benefits traditional AI can bring to the retail media market as a whole and potential applications for generative AI (GenAI). Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur 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 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. 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 | May 7, 2024 Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur 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 May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others. 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
Insight Report | February 6, 2024 Premium Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales DeclineOur 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 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance. 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
Market Outlook | November 21, 2023 Premium Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic LandscapeWe present our definitive guide on the US consumer packaged goods (CPG) market. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Market Outlook | November 14, 2023 Premium Research Preview: Market Navigator—US CPGThis Research Preview provides an early look at our forthcoming Market Navigator report on the US CPG market. We analyze market growth, the competitive landscape, key themes and more. Read More
Insight Report | November 7, 2023 Premium Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More