Event Coverage | October 30, 2024 Register for Free Access Shoptalk Fall 2024 Wrap-Up: Unified Commerce, Customer Loyalty and AI Are “Mission Possible”Coresight Research was a research partner of Shoptalk Fall 2024, which took place during October 16–18 in Chicago, Illinois. We present our top takeaways from the conference, across vital retail themes, artificial intelligence (AI), product assortments, loyalty programs and unified commerce experiences, among others. Read More
Infographic | September 27, 2024 Free Report Three Data Points We’re Watching This WeekDiscover key data points we are watching in week 39 of 2024, spanning home-furnishing shopping trends, online beauty sales and L’Oreal’s patents. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur 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 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
Deep Dive | August 21, 2024 Premium What’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the WayWe explore the current state of the US beauty market, providing its size and trajectory for 2024 and beyond, as well as key themes we believe will shape the industry in the years to come. We frame these themes around our RESET framework for change. Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur 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 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. Read More
Deep Dive | June 20, 2024 Free Report AI Models: Risky Business—Navigating the Challenges of Using AIBeware the risks of AI and generative AI! We dive into the challenges of deploying AI and recommend key actions that retail companies should take to ensure that AI models operate effectively and are used responsibly. This free report is sponsored by Intel. 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 | April 30, 2024 Premium Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales DeclinesOur 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 April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, 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
Insight Report | February 8, 2024 Premium Generative AI Latest: GenAI Chatbots and Apps Are Ready for Prime TimeContinuing our Generative AI Latest series, we present recent announcements in the GenAI space globally—including new applications and infrastructure, and the rise of GenAI chatbots. Read More
Deep Dive | January 15, 2024 Premium Retail 2024: 10 Trends in China RetailWe discuss 10 key trends for the Chinese retail market in 2024. This report is part of our Retail 2024 series, offering directional outlooks, headwinds, tailwinds and themes to watch in 2024 and beyond in global retail. Read More
Event Coverage | January 10, 2024 Premium CES 2024 Day One: Elevance Health, Intel, L’Oréal and Walmart Drive Customer-Centric InnovationWe present highlights from the first day of CES 2024, which featured a “State of the Industry” address by the CTA. Keynotes from major retailers provided insights on AI (artificial intelligence), customer-centric innovation, sustainability and more. Read More
Analyst Corner | January 7, 2024 Register for Free Access Weinswig’s Weekly: ’Twas the Night Before CESThis week’s note, “From the Desk of Deborah Weinswig,” looks ahead to CES 2024—from startup showcases to national pavilions like the Israeli Pavilion, and a variety of company meetings and social events, stay tuned for our coverage the event. 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