Insight Report | March 4, 2026 Premium Earnings Insights 4Q25, Week 5: TJX and MercadoLibre Deliver Strong Growth; Puma and Home Depot Navigate HeadwindsEarnings Insights 4Q25 Week 5 examines TJX, MercadoLibre, Puma and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | February 26, 2026 Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography. Read More
Company Profile | January 15, 2026 Premium Kering SA (ENXTPA: KER) Company ProfileKering SA is a France-based brand owner of apparel, footwear, jewelry, watches, leather goods, eyewear, and other luxury goods. Headquartered in Paris, the company operates stores and sells online in over 100 countries, including China, France, Germany, the UK and the US, among others. Read More
Insight Report | January 6, 2026 Premium 2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual ChallengesDiscover our retail predictions for 2026, with this research reports on how European retail trends will play out this year. Read More
Infographic | December 19, 2025 Premium 2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseThis report, part of our Retail 2026 Sector Outlooks, provide forward-looking data, insights and conclusions for the global and US luxury retail markets. We cover key trends, growth forecasts and sector drivers reshaping the future of luxury. Read More
Deep Dive | December 18, 2025 Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail. Read More
Insight Report | October 24, 2025 Premium Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsKering and L’Oréal’s €4B luxury beauty partnership redefines the fashion–beauty–wellness landscape with new licenses, acquisitions, and a wellness JV. Read More
Deep Dive | August 18, 2025 Premium US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationThe US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
Insight Report | June 19, 2025 Premium Head-to-Head in Global Luxury Retailing: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. Delve into key insights on these companies’ revenues, markets of operation, digital strategies and more. Read More
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
Deep Dive | May 14, 2025 Databank Members Confidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. 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
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 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur 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 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
