Event Coverage | January 13, 2025 Premium NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sWe present highlights from the first day of NRF 2025: Retail’s Big Show, covering digital twins, agentic AI (artificial intelligence), the reinvention of the department store by Macy’s, and Amazon’s approach to innovation. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Insight Report | September 12, 2024 Premium Luxury Retailing—US Real Estate Insights: Contrasting Expansion and Consolidation TrendsBuilding on our Market Navigator on global luxury retailing, we examine data on selected brands’ store traffic, store closures and store openings to understand the evolving real estate landscape in the US luxury market. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Insight Report | August 26, 2024 Premium The High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury RetailingBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits of innovative solutions for product authentication, loss prevention, inventory management and more. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Event Coverage | January 16, 2024 Premium Day Two at NRF 2024: Retail’s Big Show—Supply Chains and Sustainability Take Center StageWe present highlights from the second day of NRF 2024: Retail’s Big Show, covering the importance of supply chain transformation, sustainability practices, omnichannel experiences and workforce planning in the evolving retail landscape. Read More
Event Coverage | January 15, 2024 Premium Day One at NRF 2024: Retail’s Big Show—Building Community and Leveraging Technology Drives Retail SuccessWe present highlights from the first day of NRF 2024: Retail’s Big Show, covering community building through live commerce, data-driven customer experiences, sustainability and more. Read More
Event Coverage | January 10, 2024 Premium A Guide to NRF 2024: Retail’s Big Show—Looking Ahead to Insights and Perspectives on Six Critical Topics in RetailWhat should you expect from NRF 2024: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from retailtainment to circular business models to talent and more. Read More
Deep Dive | December 14, 2023 Premium 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic UncertaintyWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 7, 2023 Premium Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty. Read More
Insight Report | November 30, 2023 Premium Five Ways AI Is Being Used in Apparel and Footwear RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the apparel and footwear sector, covering design innovation, intelligent production, virtual try-on and more. Read More
