Deep Dive | January 23, 2023 Premium M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster CapacityWe analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity. Read More
Deep Dive | January 10, 2023 Premium Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic VolatilityIn this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape. 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 1, 2022 Premium Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce BackOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others. Read More
Market Outlook | October 10, 2022 Premium US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-CareIn this report, we discuss the performance and trajectory of the personal care category within the US consumer packaged goods (CPG) sector. We also cover factors impacting the category, the competitive landscape and themes we are watching in 2022 and beyond. Read More
Company Profile | October 7, 2022 Premium Kimberly-Clark (NYSE: KMB) Company ProfileKimberly-Clark is a US-based CPG company offering apparel, personal care products, personal hygiene products and tissue products. It operates in 34 countries, including Brazil, Canada, France, Germany, Nigeria, Thailand and the US and sells in 175 countries total. 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 2, 2022 Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first 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
Deep Dive | May 31, 2022 Premium US Household Care Outlook—Sustainability and Wellness To Support Multiyear ExpansionHousehold care product sales will experience stronger than pre-pandemic growth levels in 2022. This report analyzes the market size and factors that impact growth, including inflation, as well as key companies. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 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 | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
