Insight Report | May 12, 2026 Premium Earnings Insights 1Q26, Week 1: Amazon, Aritzia and DoorDash Report Strong Growth; Primark, Coty and Beiersdorf Face Margin and Demand PressuresEarnings Insights 1Q26 Week 6 examines Amazon, The Coca-Cola Company, Procter & Gamble and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | April 14, 2026 Premium US CPG Sales Tracker: E-Commerce and In-Store Growth Rebound Amid Geopolitical UncertaintyGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on e-commerce growth, in-store sales trends, and the impact of geopolitical challenges. Read More
Insight Report | March 23, 2026 Premium Earnings Insights 4Q25, Week 7: Dick’s Sporting Goods and Ulta Beauty Deliver Strong Growth; Kohl’s and Coty Face Market PressuresEarnings Insights 4Q25 Week 7 covers results from DICK’S Sporting Goods, Inditex, Ulta Beauty, Dollar General and others, highlighting key trends shaping retail growth. Read More
Insight Report | March 11, 2026 Premium US CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales DeclineGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on the resilience of the beauty sector and the challenges facing health and food categories. Read More
Insight Report | February 26, 2026 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. Read More
Insight Report | February 10, 2026 Premium US CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdIn our latest US CPG Sales Tracker, we assess the recent exceptional e-commerce growth in food & beverages and health & beauty, as well as a strong in-store sales performance. Read More
Deep Dive | February 3, 2026 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. Read More
Deep Dive | December 18, 2025 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. Read More
Analyst Corner | November 23, 2025 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. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | August 14, 2025 Premium CPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsExplore how M&A, demergers and divestments are reshaping CPG portfolios in 2025, and how premiumization and health-focused strategies are fueling growth across global consumer markets. Read More
Deep Dive | June 18, 2025 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. Read More
Infographic | May 1, 2025 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. Read More
Event Coverage | April 9, 2025 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. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur 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 February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More