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 | November 17, 2021 Premium Unibail-Rodamco-Westfield (AMS: URW) Company ProfileUnibail-Rodamco-Westfield is a France-based real estate investment trust. Headquartered in Paris, the company operates in France, the UK, the US and 10 other countries. Read More
Insight Report | August 3, 2021 Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight 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. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur 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. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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. Read More
Insight Report | February 15, 2021 Premium Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly HitOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Deep Dive | December 1, 2020 Premium America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail ShakeupAs malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Market Outlook | October 6, 2020 Premium Market Outlook: US Retail REITs—Recovery Under PressureIn this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More