Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 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. Read More
Deep Dive | February 7, 2023 Premium Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales SlowThe 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, includes highlights from Amazon, The Clorox Company and more. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 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. Read More
Company Profile | December 18, 2022 Premium Columbia Sportswear Company (NasdaqGS: COLM) Company ProfileColumbia Sportswear is a US-based brand owner of accessories, apparel, footwear and outdoor equipment. Headquartered in Portland, Oregon, the company sells its products in Canada, China, the US and over 69 other countries. 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 1, 2022 Premium Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce BackOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others. Read More
Insight Report | October 12, 2022 Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based 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
Deep Dive | August 17, 2022 Premium US Outdoor Apparel and Footwear Market: Expect Solid Prospects for Brands and RetailersWe provide an outlook of the US outdoor apparel and footwear market in 2022 and beyond. We also explore key growth drivers, the competitive landscape, opportunities arising from three market themes, and notable retail innovators in the space. Read More
Insight Report | August 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others. Read More
Insight Report | July 4, 2022 Premium Apparel Brands and Retailers Increase Capital Expenditures, Focusing on Supply Chain and StoresWe explore capital expenditures by apparel brands and retailers in 2022, identifying key investment areas among selected companies in the Coresight 100. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based 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
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based 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
