Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Deep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Deep Dive | March 23, 2020 Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown. Read More
Insight Report | February 10, 2020 Premium Global Tourism: Improved Infrastructure and Enhanced Shopping Experiences Are Driving Airport Retail SalesAs part of our quarterly Global Tourism series—which discusses domestic and international tourism themes and trends—we explore the booming airport retail market. Key factors contributing to the growth of the sector include the influence of Chinese travelers, the rise of budget airlines and enhanced shopping experiences and customer engagement. Read More
Deep Dive | December 17, 2019 Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery. Read More
Deep Dive | October 30, 2019 Free Report 10 Trends Reshaping US CPGThe consumer packaged goods (CPG) industry in the US is undergoing significant change, with consumer preferences shifting rapidly and retailers adapting in the face of heightened competition. Read More
Company Earnings Update | July 30, 2019 Register for Free Access Colgate-Palmolive (NYSE: CL) 2Q19 Results: Net Sales and Diluted EPS DeclineColgate-Palmolive reported net sales of $3.87 billion for the three months ended June 30, 2019, down 0.5% year over year and below the consensus estimate of $3.88 billion. Organic sales were up 4.0% year over year due to increased volume and pricing. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Colgate-Palmolive (NYSE: CL) 1Q19 Results: Beats Expectations on Top Line, Misses on EPSColgate-Palmolive reported net sales of $3.9 billion for the three months ended March 31, 2019. The Hill’s Pet Nutrition segment saw strong organic sales growth, whereas for oral, personal and home care, Africa/Eurasia saw organic sales growth and Asia Pacific showed organic sales decline. Read More
Market Outlook | March 5, 2019 Premium Sector Overview: Consumer Packaged Goods — Demand Is Strong, but Companies Must Be Agile to Meet Consumers’ NeedsEach of our Sector Overview reports provides an essential briefing on a sector or market. In this report, we review the global consumer packaged goods (CPG) market. Read More
Company Earnings Update | January 29, 2019 Register for Free Access Colgate-Palmolive (NYSE: CL) 4Q18 Results: Driving Growth Through Acquisition, Innovation and ProductColgate-Palmolive reported net sales of $3.81 billion for the three months ended December 31, 2018, down 2.1% year over year but ahead of the consensus estimate of $3.78 billion recorded by StreetAccount. Group organic sales, which exclude the effects of currency movements, acquisitions and divestments, increased 2.0%. Operating income came in at $900 million, down 3.6% year over year. Gross margin decreased 70 basis points to 59.1% and operating margin fell 36 basis points to 23.4%. Read More
Flash Report | January 29, 2016 Register for Free Access Colgate-Palmolive (CL) Fourth-Quarter FY2015 Results: Solid Organic Growth in a Difficult EnvironmentColgate-Palmolive reported solid 5.0% organic fourth-quarter 2015 revenue growth, led by emerging markets, however sales were a shade below the consensus estimate. Read More
