Levi Strauss & Co.

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Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We 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.

Deep Dive | May 14, 2025 Premium

Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers

Now 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.

Infographic | May 1, 2025 Free Report

Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic

Discover 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.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which 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.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore 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.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our 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.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our 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.

Store Tracker | February 28, 2025 Premium

Weekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All Locations

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the recent announcement that Joann will close all of its stores, as well as major opening announcements from Carter’s and Grocery Outlet. Non-store-closure news includes Petco appointing a new Chief Financial Officer.

Deep Dive | February 10, 2025 Premium

New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits

What are the implications of the new tariffs implemented by the US government, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.

Insight Report | February 6, 2025 Premium

Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.

Deep Dive | January 21, 2025 Premium

Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey Insights

Where are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Event Coverage | January 13, 2025 Premium

NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s

We present highlights from the first day of NRF 2025: Retail’s Big Show, covering digital twins, agentic AI (artificial intelligence), the reinvention of the department store by Macy’s, and Amazon’s approach to innovation.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Market Outlook | December 12, 2024 Premium

US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing Share

Discover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more.

Insight Report | October 30, 2024 Premium

Earnings Insights 3Q24, Week 1: Costco, P&G, Tractor Supply Company and Walgreens Among the Companies Reporting Positive Sales Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended October 27, 2024, including Albertsons, Procter & Gamble and Walgreens Boots Alliance, among others.