Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Event Presentation | August 24, 2023 Premium US Beauty Retailing—A Standout Discretionary Category in 2023: Highlights from the Market NavigatorIn this presentation, we offer key highlights from our Market Navigator on US beauty, covering growth drivers, the competitive landscape, key themes and more. Read More
Market Outlook | August 21, 2023 Premium Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the WayWe present a definitive guide on the US beauty market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Market Outlook | August 14, 2023 Premium Research Preview: Market Navigator—US Beauty RetailingThis Research Preview provides an early look at our forthcoming Market Navigator on the US beauty retail market. We analyze market growth, e-commerce penetration, the competitive landscape, key themes and more. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth 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
Insight Report | March 1, 2023 Premium Digitally Native Vertical Brands in the US Beauty Market: Unique Brand Positioning and Expanded Partnerships Fuel GrowthWe discuss the growth and competitive landscape of DNVBs (digitally native vertical brands) in the US beauty market—including trends that brands are leveraging to better serve this market and capitalize on its opportunities. Read More
Insight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Capri Holdings, Coty, CVS Health and more. Read More
Deep Dive | February 9, 2023 Premium Inclusivity in Retail: Trends from 2022, Opportunities for 2023Inclusivity—providing equal access for people who might otherwise be excluded or marginalized—is a key trend in retail. We explore progress in 2022 and present our expectations for the development of inclusivity in retail in 2023, across areas such as adaptive, gender-free and extended-size offerings. Read More
Company Profile | January 21, 2023 Premium L’Oréal S.A. (ENXTPA: OR) Company ProfileL’Oréal is a France-based beauty brand owner. Headquartered in Clichy, the company operates in China, France, India, Japan, the UK, the US and 144 other countries. Read More
Insight Report | January 16, 2023 Premium Chinese New Year 2023 Preview: Travel Boost Expected as Government Lifts Zero-Covid PolicyDuring the Chinese New Year, the largest annual holiday in China, citizens celebrate by returning to their hometowns and exchanging gifts. On the back of the reversal China’s strict Zero-Covid policy, we analyze the prospects for retailers during Chinese New Year 2023. Read More
Event Coverage | January 12, 2023 Free Report CES 2023 Wrap-Up: Lots of Gadgets but Less SizzleWe present insights from CES 2023, with highlights covering retail opportunities in 2023, new health and wellness gadgets, the conference’s social direction, self-driving and electric cars, augmented reality and adaptive consumer technology, and a focus on air quality. Read More
Insight Report | December 20, 2022 Premium Travel Retail and Beauty: Conversion Rates of DreamsAfter being derailed by the Covid-19 pandemic, travel retail is starting to once again approach 2019 productivity levels. We examine current trends in the travel retail market, including future opportunities for beauty brands and retailers. 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
