26 results found

Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 7, 2021, including beauty brand Coty, food retailer Grocery Outlet, luxury companies Canada Goose and Tapestry and luxury e-commerce company The RealReal.

Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management Changes

Coresight 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.

Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Playbook: Alternative Models in Retail

The new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market.