Insight Report | August 13, 2024 Premium Earnings Insights 2Q24, Week 3: Clorox, Floor & Decor and Under Armour Among the Many Companies Reporting Sales DeclinesOur 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 11, 2024, including Amazon, Clorox, CVS Health, Hanesbrands, Ralph Lauren and Under Armour, among others. Read More
Insight Report | June 20, 2024 Premium US Back to School 2024: Retail OutlookDiscover the consumer context and expected spending trends for the US back-to-school season in the US. 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 20, 2024 Premium Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales DeclinesOur 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 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal. 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
Insight Report | November 14, 2023 Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Insight Report | August 15, 2023 Premium Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 18, 2023 Premium US Innerwear Market: Three Trends Driving Success for Brands and RetailersWe explore the US innerwear market (nightwear, underwear, hosiery and socks), including its size and trajectory, market factors, competitive landscape and themes we are watching in 2023 and beyond. Read More
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US 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 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair 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
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