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 | 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 | 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
Event Coverage | January 29, 2026 Premium CES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaThis report focuses on topics discussed in the retail track of CES 2026, including search, experiences, technology and social media Read More
Insight Report | January 5, 2026 Premium 2026 Retail Predictions: US—Five Forces Powering the Next Retail TransformationExplore five forward-looking predictions redefining US retail in 2026, with major implications for growth, efficiency and revenue innovation. Read More
Infographic | December 19, 2025 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings. 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
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI is transforming product innovation, personalization and supply chains in beauty retail—reshaping how brands create, market and sell to consumers. Read More
Market Navigators/Market Outlook | October 22, 2025 Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029. Read More
Market Navigators/Market Outlook | October 8, 2025 Premium US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAs part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
Deep Dive | September 3, 2025 Premium The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondExplore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report. 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
Analyst Corner | June 1, 2025 Register for Free Access Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences. Read More
Infographic | May 7, 2025 Free Report Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 4, 2025, including Adidas, Coca-Cola, eBay, Prada and more. 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
