Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Infographic | May 14, 2025 Free Report Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week three of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 11, 2025, including Amazon, Zalando and more. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more. Read More
Insight Report | February 19, 2025 Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 7, 2025. 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
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | November 13, 2024 Premium Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside EarningsOur 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 10, 2024, including Amazon, Coty, Ralph Lauren, Qurate Retail and Wayfair, among others. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur 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 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. 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 14, 2024 Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales DeclineOur 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 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, 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 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur 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 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Event Coverage | January 10, 2024 Premium CES 2024 Day One: Elevance Health, Intel, L’Oréal and Walmart Drive Customer-Centric InnovationWe present highlights from the first day of CES 2024, which featured a “State of the Industry” address by the CTA. Keynotes from major retailers provided insights on AI (artificial intelligence), customer-centric innovation, sustainability and more. 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