Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Deep Dive | September 30, 2025 Databank Members Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners. Read More
Insight Report | July 31, 2025 Premium Amazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium BuysAmazon Prime Day India 2025 reinforced its stature as a key midyear retail event. This report explores consumer engagement during Amazon Prime Day 2025, evaluates the event’s performance and assesses the impact of rival sales events in shifting consumer spending. Read More
Deep Dive | July 28, 2025 Premium Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersGain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade landscape. Read More
Deep Dive | July 9, 2025 Databank Members Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsAre looming tariffs impacting US consumer sentiment? Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products. 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 14, 2025 Free Report Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week three of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 11, 2025, including Amazon, Zalando and more. Read More
Insight Report | May 1, 2025 Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Read More
Store Tracker | March 21, 2025 Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight recent developments from Frasers Group, Screwfix and Superdrug, among others. Non-store-closure news includes Poundland appointing a new CFO. Read More
Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur 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 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more. Read More
Insight Report | December 6, 2024 Premium Retail Around the World: Black Friday 2024—Coresight Research ObservationsAs part of our coverage of the 2024 holiday season, we present our observations of Black Friday in India, Hong Kong and the UK. Read More
Insight Report | December 7, 2023 Premium Retail Around the World: Black Friday 2023—Coresight Research ObservationsOur Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Black Friday sales from outside the US. Read More
Deep Dive | June 13, 2023 Premium US Metaverse Fashion Market: Rapid Growth Ahead Despite Six Key ChallengesThe US metaverse fashion market is set for huge growth from 2023, but what challenges do brands and retailers need to tackle to see success? We dive into the market’s size and trajectory, growth drivers, leading players, recent developments and key challenges. We also analyze proprietary survey data to assess US consumer awareness of, and engagement in, metaverse fashion. Read More
Company Profile | December 22, 2022 Premium PUMA SE (XTRA: PUM) Company ProfilePuma is a Germany-based brand that offers casual lifestyle accessories, apparel and footwear. Headquartered in Herzogenaurach, Bavaria, the company sells its products in Canada, China, the US and over 117 more countries. Read More
Deep Dive | November 22, 2022 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. Read More
