Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | August 19, 2025 Premium Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsDiscover luxury brand owners’ approaches to retail real estate. Understand why luxury companies are taking greater ownership of their real estate—and which consumer groups the next generation of flagship stores is designed to serve. Read More
Infographic | May 21, 2025 Free Report Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 18, 2025, including Alibaba, Walmart and more. Read More
Insight Report | March 24, 2025 Premium Retail-Tech Landscape: Unified CommerceUnified commerce enables brands and retailers to provide a comprehensive and integrated shopper experience. Read this Retail-Tech Landscape to discover key solution providers that are helping retail companies eliminate customer, product and inventory data silos to best capitalize on consumer behavior and maximize sales. Read More
Insight Report | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark 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 January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. Read More
Deep Dive | July 11, 2024 Premium Luxury Retailing: Home and Away—Three Learnings for Growth Across Global MarketsCurrently, consumer shopping behaviors are shifting, meaning that luxury brands and retailers must embrace new strategies to remain relevant and competitive. We explore three key trends that are driving growth in global luxury retailing and major players’ recent responses to changing market forces. Read More
Market Navigators/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
Company Profile | February 25, 2024 Premium Compagnie Financière Richemont SA (SWX: CFR) Company ProfileMoncler is a Switzerland-based luxury conglomerate. Headquartered in Bellevue, the company sells products in China, France, Japan, the UK, the US and over 30 other countries. Read our company profile here. Read More
Insight Report | August 11, 2023 Premium Tapestry’s Acquisition of Capri Holdings Paves the Way for an American Luxury PowerhouseWe explore the details and implications of Tapestry’s acquisition of Capri Holdings, announced on August 10, 2023. Read More
Deep Dive | June 14, 2023 Premium US Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To GrowWe examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond. Read More
Insight Report | April 20, 2023 Premium Consumers’ Appetite For Luxury in a Post-Zero-Covid ChinaUsing new proprietary survey data, we explore Chinese consumers’ appetite for luxury post-Zero-Covid. We also examine macroeconomic indicators, retail trends and other factors influencing Chinese consumers’ appetite for luxury. 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
Market Navigators/Market Outlook | May 26, 2022 Premium Video: Market Outlook—Global LuxuryCoresight Research senior analyst Swarooprani Muralidhar talks about our new research on the global luxury goods market. In this short video, we cover the luxury market’s trajectory, the impact of recent major macro factors, digitalization and the growing importance of China’s luxury consumers. Read More
Deep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More