Deep Dive | June 3, 2025 Premium Earnings Insights 1Q25: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face ChallengesOur Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings. 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
Infographic | April 10, 2025 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. Read More
Infographic | March 19, 2025 Free Report Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others. Read More
Infographic | March 12, 2025 Free Report Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others. Read More
Insight Report | March 12, 2025 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. Read More
Market Outlook | November 21, 2023 Premium Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic LandscapeWe present our definitive guide on the US consumer packaged goods (CPG) market. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Market Outlook | November 14, 2023 Premium Research Preview: Market Navigator—US CPGThis Research Preview provides an early look at our forthcoming Market Navigator report on the US CPG market. We analyze market growth, the competitive landscape, key themes and more. Read More
Deep Dive | July 13, 2023 Premium Head-to-Head in Global Household Care: The Clorox Company vs. Reckitt BenckiserThe Clorox Company and Reckitt Benckiser are two of the largest and most established producers of household care, health and wellness, nutrition and hygiene products worldwide. As part of our Head-to-Head series, we provide company overviews as well as insights into key elements of their businesses. Read More
Deep Dive | March 23, 2023 Premium Five Key Strategies for CPG Companies to Tackle Inflation and Changing Consumer Behavior in 2023The US consumer packaged goods (CPG) sector is experiencing several strong headwinds, including inflation, higher input costs and rapidly changing consumer demand. We look at five key strategies that CPG companies can adopt to remain resilient through this period of economic uncertainty. Read More
Deep Dive | February 23, 2023 Premium US CPG—Consumer Health: Understanding a Category Marked by Spin-OffsWe discuss the performance and outlook of the consumer health category within the US consumer packaged goods sector, as well as factors impacting the category, the competitive landscape and themes we are watching in the space in 2023 and beyond. Read More
Deep Dive | January 10, 2023 Premium Market Outlook: US CPG—Growth Led by Price Hikes Amid Macroeconomic VolatilityIn this Market Outlook, we analyze the US consumer packaged goods (CPG) market, discussing market factors and themes we are watching in 2023 and beyond, including inflation, innovators and the market’s competitive landscape. 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
Company Profile | October 11, 2022 Premium Reckitt Benckiser (LSE: RKT) Company ProfileHeadquartered in Slough, England, Reckitt Benckiser offers household and personal products, operating in 62 countries and selling in over 190 countries. Read More
Deep Dive | July 15, 2022 Premium 10 Trends in the US CPG MarketIn this report, we look at 10 trends impacting the US consumer packaged goods (CPG) market and discuss how companies targeting the market can capitalize on the changes we expect to see in 2022 and beyond. Read More