Insight Report | May 16, 2023 Premium Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 14, 2023, which include Coty, JD.com, Tapestry and more. Read More
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
Insight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe 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 Capri Holdings, Coty, CVS Health and more. Read More
Insight Report | January 23, 2023 Register for Free Access Is Influencer Marketing Still Effective in the Global Beauty Market?Influencers, celebrities and other key opinion leaders have become instrumental to the global beauty industry. We examine the evolving role of these personalities in the industry and how companies can use them to support brand growth. Read More
Company Profile | January 7, 2023 Premium Coty Inc. (NYSE: COTY) Company ProfileCoty is a US-based beauty brand owner. Headquartered in New York City, the company operates in Australia, China, France, Germany, the UK, the US and around 145 other countries. Read More
Insight Report | December 20, 2022 Premium Travel Retail and Beauty: Conversion Rates of DreamsAfter being derailed by the Covid-19 pandemic, travel retail is starting to once again approach 2019 productivity levels. We examine current trends in the travel retail market, including future opportunities for beauty brands and retailers. 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
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 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Deep Dive | November 14, 2022 Premium What Is Clean Beauty? Deciphering the Elusive CategoryWe explore clean beauty, including its history and current landscape, what will come next for the category and how it aligns with the Coresight Research RESET framework. Read More
Event Coverage | September 29, 2022 Premium Coty Skincare Strategy Update 2022: Company To Double Skincare Revenue by 2025We present key insights from Coty’s Skincare Strategy Update, held in September 2022 at the beauty company’s skincare research, development and manufacturing facility in Monaco. We discuss Coty’s skincare revenue goals, its technology initiatives and the strengths of its prestige brands. Read More
Insight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond. 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
Insight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others. Read More
Insight Report | August 10, 2022 Register for Free Access Beauty and Fragrance as an Entry Point to LuxuryLuxury brands fulfill consumers’ demand for superior products that provide a sense of culture and status. We explore why beauty and fragrance are natural entry points for fashion brands seeking to elevate themselves to luxury positioning. Read More