Deep Dive | June 3, 2025 Premium Earnings Insights 1Q25: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face ChallengesOur Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings. Read More
Deep Dive | May 14, 2025 Premium Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersNow in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category. Read More
Infographic | May 1, 2025 Free Report Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicDiscover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week, including LVMH, Nestlé and Procter & Gamble, among others. Read More
Insight Report | May 1, 2025 Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. 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 | November 28, 2023 Premium Data Dive: Shein in Numbers as It Files for a US IPOOn November 27, 2023, Shein was reported to have confidentially filed for a US initial public offering (IPO). We discuss data points from prior Coresight Research reports to help readers understand the scale of Shein in fast fashion. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Insight Report | February 1, 2023 Premium Pet Apparel and Accessories: A Niche Market with Strong Growth PotentialWe discuss the global pet apparel and accessories market, covering headwinds, tailwinds, the competitive landscape and themes to watch. Read More
Company Profile | January 17, 2023 Premium Industria de Diseño Textil, S.A. (Inditex) (BME: ITX) Company ProfileIndustria de Diseño Textil is a Spain-based retailer of accessories, apparel, footwear and household textile products. Headquartered in A Coruña, the company operates stores in Australia, Canada, Japan, Spain, Turkey, the UK, the US and 33 other countries. Read More
Deep Dive | January 11, 2023 Premium Global Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges RemainWe analyze the global fast-fashion market, including growth factors, the competitive landscape and key themes. Although the market is poised for growth, companies are facing sustainability challenges. Read More
Market Outlook | November 28, 2022 Premium Market Outlook: Apparel Specialty Retail in the US, the UK and ChinaWe analyze the apparel specialty retail market in the US, the UK and China. Our coverage includes market sizes and performance, market factors, online sector sales, the competitive landscape, themes we are watching and retail innovators. 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 | October 27, 2022 Premium Global Vegan Apparel and Footwear Market: New Opportunities for Brands and RetailersWe analyze the growth of the global vegan apparel and footwear market, with a focus on four driving factors. We also provide a competitive landscape of selected brands and retailers in the market and offer key themes to watch. Read More
Deep Dive | September 23, 2022 Premium Head-to-Head in Global Fast Fashion: Shein vs. Inditex (Zara)In this Head-to-Head report, we analyze leading fast-fashion companies Shein and Inditex, the owner of Zara. We compare their revenues, target audiences, business models, delivery capabilities, brand mashups, sustainability practices and more. Read More
