May 6, 2026 Insight Report Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands.
February 26, 2026 Insight Report 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.
February 3, 2026 Deep Dive Premium Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer BoomExplore how GLP-1 medications are transforming US retail, with strategic insights for grocery, apparel, pharmacy, and foodservice brands adapting to change.
December 18, 2025 Deep Dive 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.
November 23, 2025 Analyst Corner Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook.
November 13, 2025 Insight Report Premium US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongRead this report to discover the latest trends in the US CPG market, where e-commerce slows, in-store sales rebound, and beauty continues to lead growth.
October 17, 2025 Insight Report Premium US CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientRead this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty, health and general merchandise.
June 18, 2025 Deep Dive 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.
May 1, 2025 Infographic 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.
April 10, 2025 Infographic 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.
April 9, 2025 Event Coverage Register for Free Access Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailWe present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Reflect on what you heard at the conference and catch up on what you missed! Coresight Research is an official research partner of Shoptalk Spring 2025.
March 12, 2025 Insight Report 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.
February 19, 2025 Insight Report Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur 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 February 7, 2025.
January 2, 2025 Market Navigators/Market Outlook Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery.
December 17, 2024 Market Navigators/Market Outlook Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics.
