September 16, 2026 Insight Report Premium 2Q26 Earnings Season Wrap-Up: 85% Grow Sales and 75% Beat EPS, Led by Apparel, Discount and E-Commerce2Q26 retail earnings wrap-up: 84% of companies grew sales and 75% beat EPS, highlighting resilient consumer demand across key retail sectors.
June 28, 2026 Analyst Corner Register for Free Access Analyst Corner: Behind the Low Prices—Assessing Competition in Ultralow-Price E-Commerce, with Abhinav TagoreExplore how ultralow-price e-commerce is evolving as Temu, Shein and Amazon Haul adapt to tighter trade rules and shifting competition.
June 23, 2026 Insight Report Premium Behind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon HaulExplore how Temu, Shein and Amazon Haul are adapting to de minimis removal, rising costs and intensifying price competition.
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.
June 3, 2025 Infographic Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more.
November 22, 2022 Deep Dive Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.
June 7, 2022 Insight Report Premium 6.18 Shopping Festival 2022: Five Trends To WatchThe extended 6.18 shopping festival in China is already well under way, with pre-sales and first sales periods providing a boost to consumer spending. We present five trends to watch during this year’s festival, covering sustainability, the metaverse, omnichannel strategies and more.
December 16, 2021 Deep Dive Premium 2022 China E-Commerce Trends: Opportunities Under PressureWe present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022.
October 7, 2021 Deep Dive Premium US Social Commerce Survey 2021: The Impacts of Social Media, Influencers and Livestreaming on Shopping BehaviorsWe present insights into the current state of the social commerce market in the US, using findings from our latest social commerce survey. We explore the role of social media in the shopping journey, covering platforms, influencers and livestreaming.
July 20, 2021 Insight Report Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.
July 7, 2021 Market Navigators/Market Outlook Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.
June 24, 2021 Insight Report Premium 6.18 Shopping Festival 2021 Provides a Further Boost to Retail in ChinaThe 6.18 Shopping Festival further stimulated post-pandemic consumption in China. We outline sales performances across different e-commerce platforms during the festival and discuss three key trends that we saw during this year’s event—covering consumer interest in new products, upgraded logistics networks and e-commerce platforms’ strategies to improve the shopping experience.
May 11, 2021 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.
April 5, 2021 Insight Report Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.
